Said It Here

Google Sheets is falling apart for tracking leads

Manual spreadsheet tools break down as lead volume and partnerships increase, but traditional CRMs often lock essential export and reporting functions behind costly tier upgrades. This friction leaves growing teams stuck between clumsy spreadsheets and overly complex enterprise software.

What people tried

Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.

  1. 1
    Using Google Sheets
  2. 2
    Using Notion or Airtable with automations
  3. 3
    Testing lightweight alternatives like Attio, Pipedrive, or Monday.com
  4. 4
    Using Excel or Google Sheets instead of a CRM
  5. 5
    Building custom tools using platforms like Airtable, SmartSheet, or Claude
  6. 6
    Utilizing Microsoft Lists and Power Automate
  7. 7
    Using expensive enterprise tiers of standard CRMs like HubSpot
  8. 8
    Switching to flexible spreadsheet-like databases or specialized tools like Attio and Zoho
  9. 9
    Forcing complex data into standard sales-shaped pipeline structures
  10. 10
    continuing to use spreadsheets despite manual entry overhead
  11. 11
    splitting operations between a customer-focused CRM and a separate inventory or shipping tool
  12. 12
    Keep using spreadsheets, WhatsApp, and sticky notes outside the software.

In their words

Unedited, most upvoted first, each linked to the thread it came from.

Google Sheets are already falling apart for tracking leads and partnerships.source ↗

GuyR0cket · r/CRM · 62 upvotes

I specifically want to be able to export those notes, weekly, and use them for a sales report, but Hub Spot dont do this unless you pay for the next tier up, and Nimble dont have the functionality.source ↗

badboybubbykitty · r/CRM · 47 upvotes

I’m building a tiny startup and our data is complex (not just leads/contacts/deals). We need custom objects and relationships but with a halfway decent UI.source ↗

I’m not the most technical person so ease of use is super important.source ↗

dinoriki12 · r/CRM · 45 upvotes

manually updating it is a pita because we don’t have enough people for it.source ↗

Michvito · r/CRM · 38 upvotes

That's the real time killer with spreadsheets.source ↗

Affectionate-Row4062 · r/CRM · 7 upvotes

Most CRMs are decent at the first and pretty bad at the second, which is why spreadsheets fall apart when you try to make one do everything.source ↗

BiginByZohoCRM · r/CRM · 3 upvotes

My spreadsheet for pipeline forecasting has survived 3 different CRM migrations at this point, the formulas just make more sense to me.source ↗

Salt_Helicopter_591 · r/CRM · 1 upvotes

Where this came up

People with this problem also raised