CRM for Moving from spreadsheets
Bring your existing spreadsheets in as-is — no reformatting required.
If your team runs on Excel or Google Sheets today, promptCRM is built to take that data in exactly as it is and turn it into a working pipeline from day one.
Common challenges
- Years of prospect data live in spreadsheets with no consistent format
- Reformatting everything before migrating feels like a multi-week project
- The team is used to spreadsheets and resists a rigid CRM template
Measurable outcomes
- Migrate without a reformatting project first
- Nothing from the original spreadsheet gets silently dropped
- The team keeps working the same lists, just in a structured system
Recommended setup
- 1Upload your existing spreadsheets and documents directly — any column layout
- 2Review the automatic field mapping and adjust anything that needs it
- 3Land everything in the shared prospect Database, nothing discarded
- 4Qualify and convert to Leads at your own pace
Example Prompt commands
“Show prospects imported from last week's spreadsheet with no email.”
“Convert the top 10 prospects into leads.”
“Show uncontacted prospects from the Mumbai list.”