Last updated May 2026

Custom CRM vs spreadsheets for agency delivery

Spreadsheets work until delivery complexity makes them the risk, wrong version, no audit trail, no single view for founders.

Signs you have outgrown Sheets

Multiple tabs nobody trusts. No owner on rows. Founders cannot see blockers without a meeting.

What a custom CRM gives you

One queue, clear owners, status your team updates daily, and reporting that does not require export gymnastics.

Cost and timeline

A focused CRM v1 fits the Launch tier from £5,000 and typically ships in 14 days. Scale or Enterprise applies when the CRM needs more roles, integrations or compliance-oriented architecture.

Frequently asked questions

Will my team actually use it?

We design around existing habits, fewer fields, faster updates than maintaining a sheet.

Can we migrate existing data?

Yes. CSV import and one-time migration scripts are common in scope.

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