Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

While Excel is an ideal software for creating and managing databases, it may not be easy to navigate when dealing with ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

With all the fancy software on the market, there’s a reason why many people are still trying to use the spreadsheet Microsoft Excel as a database, even though it’s not meant to be one, says Blist CEO ...

Spreadsheets contain many tools for analyzing and manipulating data. The trouble is much of the data CPAs need to analyze resides in company databases or on the Internet. So, after finding the ...