When a spreadsheet is enough

Sometimes you don’t need a CRM. Small non-profits, especially very new ones, usually start to track all kinds of things in spreadsheets. The spreadsheets can get out of hand quickly, but the same principles that guide a good CRM can be applied to a google sheet. For example, this pretty simple data can stay in that google sheet, but we can add this as another tab to show a dashboard of this data.

Data Tab

Dashboard Tab

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