CRM vs spreadsheets
Still managing leads in Excel sheets and WhatsApp groups?
Spreadsheets and group chats work for the first few leads. As enquiries grow, leads get missed, duplicated or forgotten. Here is what changes with a CRM.
With spreadsheets and group chats
- Leads from ads have to be downloaded and pasted in by hand.
- Nobody is clearly responsible for a lead until someone claims it.
- Follow-up dates live in people's heads or phones.
- Managers can't see who is following up and who isn't.
- Anyone with the file can see - or copy - every lead.
With Anviom CRM
- Facebook and Instagram leads arrive on their own; existing sheets import by CSV.
- Every lead gets an owner automatically, by rules or round-robin.
- Follow-ups have dates and reminders; overdue work shows on the dashboard.
- Reports show each person's pipeline and what converts.
- People see only the leads their role allows, and every change is on the record.
Questions
Can we import our Excel sheet?
Yes. Save it as CSV, upload it, map the columns and review a report of any rows that couldn't be imported.
Is a CRM worth it for a small team?
If you get more enquiries than one person can track, yes: Starter costs Rs 1,995 a month for 5 users.
See Anviom CRM with your own lead flow
We'll walk you through capture, assignment and follow-ups — set up around how your team works.