When Spreadsheets Stop Working
There's no shame in starting with Google Sheets. But there comes a point when you're spending more time managing your spreadsheet than managing your clients. That's when you know it's time.
Preparing Your Data
Before migrating, clean up your spreadsheet. Remove duplicates, standardize phone number formats (use +254), and make sure each client has at least a name and contact method.
The Migration Process
Elona CRM supports CSV import. Export your spreadsheet as CSV, map your columns to CRM fields, and import. Most users complete the migration in under 30 minutes.
What Changes After Migration
Everything is now searchable, sortable, and automated. Set up follow-up reminders, send invoices with one click, and never lose track of a lead again.