Switching from Excel to a client tracking system
Excel works, until it doesn't. Here is how to switch without standing still for a week.
In four steps
- Create a trial environment. Try free for 14 days and load sample data, so you risk nothing with real clients.
- Go through the setup wizard. That takes about five minutes.
- Import your client list. Check a few files.
- Activate your subscription when you are satisfied. You activate it yourself.
What to watch out for
- Make a backup of your sheets beforehand.
- Start with your active clients, not the whole archive.
- Agree with yourself on a date when the sheet stops.
Frequently asked questions
Can I import my client list?
Yes, you can import a client list through the setup wizard.
Can I practise first without real clients?
Yes, with sample data that you can delete again with one click.
What if I stop?
You can export your file.
Try it yourself?
Try Coachdeck free for 14 days, without obligation. Or look at the prices first: Workspace €39 per month, Management environment €99 per month, excluding VAT.
Try free for 14 days