Frequently Asked Questions
What is the difference between a CRM and a spreadsheet for managing contacts?
A spreadsheet is static - it stores data but does not alert you to follow up, track email opens, log calls, or show you which deals are likely to close. A CRM is dynamic, giving you activity tracking, pipeline visualization, and automation that a spreadsheet cannot provide.
How long does it take to implement a CRM?
A basic CRM setup (importing contacts, configuring pipeline stages, connecting email) typically takes a day or two. Full implementation with integrations, custom fields, and workflow automation usually takes 2 - 4 weeks. Most cloud CRMs are designed for quick onboarding.