Bitrix24 vs Excel and Google Sheets
When spreadsheets still cope, and when it is time to move clients into a CRM.
| Parameter | Битрикс24 | Excel и Google Таблицы |
|---|---|---|
| Starting price | free plan with unlimited users, paid plans from 13 000 ₸/month per company | Google Sheets free, Excel as part of Microsoft 365✓ |
| Learning curve | the pipeline must be set up and the team trained | everyone knows it, you can start in a minute✓ |
| Several managers at once | each has their own deals and permissions, other clients are hidden✓ | one shared file: everyone sees and edits everything |
| Client history | calls, chats, emails and deals in one card✓ | typed by hand into cells and comments |
| Reminders and tasks | robots create tasks and send reminders on their own✓ | none, unless someone remembers |
| Website requests, calls, WhatsApp | arrive in the CRM by themselves: forms, telephony, Wazzup✓ | copied over by hand |
| Invoices and quotes | from the deal by template with requisites✓ | separate files, amounts checked by hand |
| One-off calculations and pivot tables | pipeline reports, BI Builder from Standard | more flexible for any formula and one-off query✓ |
| Protecting the base when a manager leaves | access rights, change history, the base stays with the company✓ | the whole file can be copied |
| Fits | teams from 2-3 salespeople and any flow of requests | one salesperson and dozens of clients |
Pros of Битрикс24
- ✓ No request gets lost: forms, calls and messengers land in the CRM by themselves
- ✓ Tasks and reminders are set by robots, not by a manager's memory
- ✓ The whole client history sits in one card, and a new employee sees it at once
- ✓ The client base is protected by permissions and does not leave with a manager
Pros of Excel и Google Таблицы
- ✓ Free or nearly free, you can start today
- ✓ Nothing to set up and nobody to train
- ✓ Maximum flexibility for formulas and one-off calculations
- ✓ Convenient while there are dozens of clients and one person sells
Companies where two or more people sell, requests come from several channels and the head needs to see the pipeline without a manual summary. On the free plan you can move the base and try it at no cost.
One salesperson, a few dozen clients, one request channel. While the whole base fits in one head and one file, a spreadsheet honestly copes.
A spreadsheet is good at the start and for one-off calculations. It is time to move to Bitrix24 when a second manager, messenger requests and the question "who did we forget to call back" appear. Excel does not disappear: exports from the CRM to a spreadsheet stay for reports.
FAQ
Can I keep clients in Excel and not move to a CRM?
Yes, while one person sells, there are a few dozen clients and requests come from one channel. Once there are two or more managers or requests come from messengers, the spreadsheet starts losing clients: nobody reminds anyone to call back.
How much does moving from Excel to Bitrix24 cost?
bitrix24.kz has a free plan with unlimited users where you can move the base and start working. Paid plans start at 13 000 ₸ per month for the whole company, prices exclude VAT.
How do I move a client base from Excel to Bitrix24?
Through CSV or Excel import into the CRM: the file is prepared by columns, phone numbers are brought to one format, then duplicate search is switched on. The import does not carry chat history, so it stays as a comment or starts fresh in the CRM.
Can data be exported from Bitrix24 back to a spreadsheet?
Yes. Deal and contact lists export to Excel or CSV, and for a regular export to Google Sheets there are ready apps and the BI Builder. The spreadsheet remains a reporting tool, not the place where clients live.
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