Contacts and deals
Start with the pipeline data that needs daily updates and follow-up.
Switch from spreadsheets to CRM without blowing up the workflow
Most small teams do not need a dramatic migration project. They need a practical way to move contacts, deals, reminders, and next steps out of spreadsheets and into a system the team can trust every day. The best way to switch from spreadsheets to CRM is usually to move one painful workflow first, then expand once the team sees the value.
What to migrate first
Owners and stages
Make sure every record has a clear owner and stage once it moves into the CRM.
Tasks and reminders
This is where the CRM starts to outperform a spreadsheet immediately.
Only then add more workflow
After the team is stable, expand into projects, documents, invoicing, or payments.
Why TotalDeal is a good next step
TotalDeal helps small teams replace spreadsheets with a working flow for contacts, deals, reminders, activities, and next steps, then expand into the rest of the client-work process as needed.
Start with the most painful spreadsheet problem first
That is usually enough to create momentum and make the CRM the new source of truth.