myday

Spreadsheet Alternative

Outgrown Spreadsheets? Try myday.

Spreadsheets work... until they don't. When you're ready for a real CRM but dread enterprise software, myday is the perfect next step.

Start Free TrialImport your spreadsheet data in 5 minutes

7 Signs You've Outgrown Spreadsheets

1
You have multiple versions of "the" spreadsheet

sales_leads_v3_FINAL_real.xlsx anyone?

2
Team members overwrite each other's updates

Even with Google Sheets, you lose data when two people edit the same row.

3
You forget to follow up with leads

Spreadsheets don't send reminders. Leads go cold.

4
You can't see your pipeline health at a glance

Pivot tables only go so far. You need a real pipeline view.

5
You're copying and pasting between email and spreadsheet

Every email requires manual data entry. That's not scalable.

6
New team members take weeks to learn "the system"

Your spreadsheet has hidden formulas and tribal knowledge.

7
You spend more time updating the spreadsheet than selling

The tool should help you sell, not create busy work.

Why Not Just Use Salesforce or HubSpot?

You've probably looked at the big CRMs. Here's why they don't work for teams just outgrowing spreadsheets:

  • •Salesforce: Costs $165+/user/month, requires a dedicated admin, takes months to implement
  • •HubSpot: Free tier is limited, paid plans start at $20/user/month (Starter), automations need $90/user (Pro)
  • •Pipedrive: Good, but $49/user/month for the features you need, plus add-on fees

You need something in between—more structured than spreadsheets, simpler than enterprise software.

Spreadsheet vs myday

CapabilitySpreadsheetmyday
Visual pipeline viewManual chartsDrag-and-drop Kanban
Follow-up remindersNoneDaily email digest
Multi-user collaborationConflict-proneReal-time, conflict-free
Email integrationCopy-pasteAutomatic sync
Lead scoringManual formulasAutomatic
Mobile accessClunkyResponsive web app
Meeting schedulingNoneBuilt-in booking pages
Activity historyMessy notes columnFull timeline per contact
Learning curveYour custom system5 minutes
CostFree (+ your time)$19/user/month

Import Your Spreadsheet in 5 Minutes

  1. 1
    Export your spreadsheet as CSV

    File → Download → CSV. Works from Excel, Google Sheets, or Numbers.

  2. 2
    Upload to myday

    Go to Leads → Import CSV. We auto-detect columns like Name, Email, Phone, Company.

  3. 3
    Map any custom columns

    Have columns we don't recognize? Map them to custom fields. Your data is preserved.

  4. 4
    Start selling

    Your leads are now in a proper CRM. Visual pipeline, reminders, and all.

Common Questions

Can I still export back to spreadsheet if needed?

Yes! Export any list to CSV anytime. Your data is never locked in.

What if I have custom columns in my spreadsheet?

myday supports unlimited custom fields. Map your columns during import, and they'll be preserved.

Do I need to re-train my team?

myday is designed to be intuitive. Most teams are productive within an hour, no training required.

Can I keep using spreadsheets for some things?

Absolutely. Many teams use myday for CRM and spreadsheets for financial modeling or other tasks. Use the right tool for each job.

Ready to Graduate from Spreadsheets?

Get started today. Import your existing data in 5 minutes and see why a real CRM makes all the difference.

Start Free TrialRead: 7 Signs You've Outgrown Spreadsheets

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