Signs you have outgrown them
- Several versions of the same sheet are in circulation
- Only one person understands the formulas
- Information is copied between sheets by hand
- Nobody can see who changed what, or when
- Answering a simple question means combining three sheets
What to move first
Move the sheet that causes the most pain and that the most people touch. For many service businesses, that is the client list, the staffing plan or the timesheet.
Keep the import simple
Good software lets you import from a spreadsheet and match your columns to its fields as you go. Clean up duplicates before importing, import a small test batch first, and keep the original file until you have checked the result.
Keep the parts you like
People like spreadsheets because they can filter, sort, group and choose columns. Look for software where every list does the same, can be saved as a view and can be exported when someone needs a spreadsheet after all.
Switch in stages
- Import the data
- Run old and new side by side for a short period
- Stop updating the old sheet, and make it read-only
- Move the next area
How Perspectiv helps
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- Lists and views (framework)Beta Q2 2027
Saved views, filters, bookmarks, spreadsheet import and export on every list.
- Application configuration (Admin)Beta Q2 2027
Your own fields, form layouts, views, navigation, forms and portal set-up, without code.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.