Undoubtedly, the easiest and the most straightforward CRM tool is MS Excel. You can create a list of open sales opportunities with a worksheet in MS Excel and add the relevant information and date. You or your employees can keep updating the worksheets as and when required with more data.
Even though this may sound like the easiest, simplest and the most cost-effective method, it may not be the best fit for your organization’s business needs. At most, you can organize your details in MS Excel, but you will not be able to do anything beyond that.
You won’t be able to create tickets or cases and track sales opportunities in MS Excel. Also, you will still invest a significant time for entering data. With multifunctional CRM solutions, you can gain many benefits as well as save time.
To beign with, you may think of settling for the most simple tool in the market. However, it is likely that your organization may expand beyond the scope of the simple CRM you chose within the span of a few months. You will then have to start from scratch and research for a new CRM solution.
It would be best if you check CRM like Solastis which is most easy-to-use and most beneficial CRM that you need for your organization. As your business will grow, you will want to integrate more features like implementing multiple sales pipelines, streamlining business processes other than sales and so on, which is supported in Solastis CRM.
If you foresee yourself in such a situation, then we recommend that you explore the utilities of Solastis CRM. It is designed to simplify your business processes, and at the same time, it offers powerful and necessary tools for any growing business to scale effortlessly.