How to Import Contacts From Excel to CRM. One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager ...

Learn how to turn Excel into a powerful, cost-effective CRM system. Manage customer data, track leads, and automate workflows with ease.

Reporting: Most CRM software includes reporting functionality. Make sure the CRM tool is compatible with other tools you use and can import/export files to Excel or QuickBooks, for example.