Migration
Moving from spreadsheets
The spreadsheet is not the problem — it just cannot do what a service business needs.
Today
Spreadsheets and notebooks
- One order lives across three files
- Someone overwrote a row and nobody knows who
- Payroll is worked out by hand at month end
- Technicians hear their jobs over the phone
- Customer debts are kept in someone's head
In SotaCRM
One system
- Order, work and payments in one record
- The audit log remembers every change
- Earnings follow the work that was completed
- Technicians see their shift in the app
- Debt report in two clicks
How to move
Three steps, without stopping work
Export your sheets
Customers, services and staff as they already are — nothing to restructure first.
Set up the catalogues
Services, prices and staff go in first; orders are then created in the system.
Check the first week
Keep the old file running in parallel until the numbers agree.
Ready to bring order to your business?
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