What’s a CRM — and When to Stop Using a Spreadsheet
26 June, 2025
8 min read
At the start, tracking your leads in a Google Sheet is fine. You’ve got a few rows: name, email, status, maybe a column for notes. You can manage.
But over time, you start missing follow-ups, forget what was said in a call, or lose track of which deals are real. That’s usually when a CRM becomes necessary.
Spreadsheet vs. CRM
A spreadsheet is flexible, but also fragile. CRMs are built for sales — they help you manage deals, track conversations, and never forget a follow-up.
What Exactly Is a CRM?
It’s a system that stores:
Contacts – people you talk to
Companies – accounts you’re selling into
Deals – what you’re trying to close
Activities – calls, emails, meetings, notes
A CRM logs what happened and what’s next. It reminds you when to follow up, and gives you one place to see everything about a deal — without digging through emails or tabs.
When to Switch
You don’t need a CRM on day one. But you probably do when:
You’re juggling 20+ leads
You miss a follow-up and it costs you a deal
You and a co-founder both do sales and info gets lost
You can’t answer “what’s in our pipeline?” without sorting through a sheet
You spend more time updating the sheet than doing actual sales
Start Simple: What to Track
You don’t need 50 fields. Just track:
Name, Company, Title
Email, Phone
Deal Value, Stage, Close Date
Notes
Next Step or Task
Lead Owner
Each deal should have a clear next action and stage. A CRM helps you keep that moving.
What You Gain
One source of truth for deals
Easy pipeline view (e.g. 5 deals in “Demo” stage, 2 in “Proposal”)
Follow-up reminders so no lead slips
Searchable interaction history
More time selling, less time updating cells
FuseAI’s Take
If you use FuseAI, you might not need a standalone CRM. It’s built to combine CRM, outreach, and task management — all with an AI layer.
Instead of clicking through forms, you can say:
“Remind me to follow up with Acme next Friday”
“Show me all deals with no next step”
FuseAI helps auto-create deals, enrich contact info, and manage next steps — without traditional CRM friction. It aims to handle the CRM for you.
Final Word
If you’re asking “Do I need a CRM?” — the answer is probably yes. A good CRM doesn’t add work. It removes stress. And helps you focus on closing, not tracking.
Start when your spreadsheet starts feeling messy. You'll thank yourself later.