Stop Managing Leads in Spreadsheets

Is Excel Killing Your Sales Growth?

Excel is great for numbers, but terrible for customer relationships. See why growing Malaysian SMEs are upgrading to TargetCRM.

Data Silos

Salespeople keep their own files. When they leave, they take your customer data with them.

No Automation

Manual data entry equals errors. You forget to follow up, and leads go cold.

Hard to Report

Generating a monthly sales report takes hours of copy-pasting and formula fixing.

Why Spreadsheets Are Bad for Business Growth

For many Malaysian SMEs, Microsoft Excel or Google Sheets is the default tool for managing customer data. While free and familiar, spreadsheets creates hidden operational bottlenecks. Without automated reminders, sales teams often forget to follow up with leads, resulting in lost revenue. Furthermore, multiple versions of the same file ("final_v3.xlsx") lead to data fragmentation and confusion.

Transitioning to a dedicated CRM software in Malaysia avoids these pitfalls. TargetCRM creates a "single source of truth" where every interaction—from WhatsApp chats to email quotes—is logged automatically. This visibility allows business owners to track sales performance in real-time without chasing staff for manual reports.

Security is another major concern. A disgruntled employee can easily copy a spreadsheet containing your entire client list. TargetCRM mitigates this risk with role-based access controls, ensuring staff only see the data they need to do their jobs, protecting your most valuable business asset.

Detailed Breakdown

The difference between a static spreadsheet and a dynamic growth engine.

Feature Comparison

Recommended
TargetCRM
Excel / Google Sheets
Centralized Database
Automated Follow-ups
Security & Access Control
Role-Based Access
Password Protected File
Mobile Access
Dedicated App / Responsive
Clunky Spreadsheet App
Quotation Generation
1-Click PDF
Manual Formatting
Visual Pipeline
Kanban Board
Rows & Columns
HRD Claimable
Customer Support
Local Phone & Email
Forums Only

Ready to Ditch the Spreadsheets?

Migrating your existing data from Excel to TargetCRM is free and easy. We help you every step of the way.