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Moving Excel spreadsheets to a CRM or database

Moving from Excel to a CRM means turning your working spreadsheets into an online CRM (customer relationship management) system or database, where several employees work with the same data at the same time, each according to their own permissions. Saitai.lt migrates all your data from Excel, Google Sheets or CSV and builds search, filters and reports. Prices start at €990, with a timeline of 2–4 weeks.

Prepared by the Saitai.lt team · Updated

In short

Price
from €990 (1–2 spreadsheets, up to 5 users); no VAT is added
Timeline
2–4 weeks; a larger CRM with integrations – 4–8 weeks
Included
data migration, roles and permissions, search and filters, reports, export to Excel and PDF, training, the system's source code
Technology
Laravel (PHP), MySQL; runs in the browser on computers and phones
Users
up to 5 in the initial version, with different roles; no per-user fees
Warranty
12 months
Payment
50% deposit, balance when the system goes live
Where we work
remotely, all over Lithuania; meetings in Vilnius by appointment, arranged by phone

Who it’s for

  • Three or more people fill in the same spreadsheet, and the folder keeps filling up with files like "final_v2" and "final_really".
  • The spreadsheet gets passed around by email, and someone accidentally deletes a column or overwrites a colleague's data.
  • Each employee should see only their own customers, sites or orders, not the whole spreadsheet with prices and margins.
  • Your "Excel CRM" – a spreadsheet of customers and enquiries – has grown to thousands of rows, opens slowly, and the formulas keep breaking.
  • Every month, a manager or accountant puts together summaries by hand.
  • You need to know who changed what and when – for example, when a price or an order status changes.
  • Your spreadsheet tracks not customers but sites, equipment, contracts or members. Then we build a database rather than a CRM, with the same search, permissions and reports.

When it’s not the right fit

  • Only 1–2 people use the spreadsheet, it grows slowly and there are no errors. Then Excel or Google Sheets with protected sheets is enough.
  • Your sales process is standard (enquiry – quote – deal). An off-the-shelf CRM such as Pipedrive or HubSpot will get you started faster, if a monthly per-user fee suits you.
  • Your process still changes every few weeks. It's worth letting it settle in the spreadsheet first, and building the system once it's clear which fields and reports you need.
  • You need bookkeeping (invoice registers, i.SAF, payroll). That's what accounting software is for – a CRM doesn't replace it, but can be connected to it.
Diagram of moving from Excel to a CRM: free consultation, structure and fixed price, database design, development, data migration and checks, training and launch, warranty and maintenance
Diagram of moving from Excel to a CRM: free consultation, structure and fixed price, database design, development, data migration and checks, training and launch, warranty and maintenance

Included

What you get

An online system with nothing to install

The system runs in the browser on computers, tablets and phones. Each employee logs in with their own password – no more emailing files around.

A database built from your spreadsheets

Columns become fields with a clear type: date, amount, choice from a list. Related tables, such as customers and orders, are linked, so each customer is entered only once.

All your data migrated

We import data from Excel, Google Sheets or CSV: we standardise date and phone number formats, remove duplicates and go through any doubtful rows with you.

Users, roles and change history

Up to 5 users with different roles (for example, manager, sales manager, accountant). Each person sees and edits only what they are allowed to, and every record shows who changed it and when.

Search and filters

Find a record by any field, and save frequently used filters, such as "unpaid orders this month", as separate lists in the menu.

Reports and export

Summaries by period, employee or status are produced in one click. Lists can be exported to Excel, and reports to PDF as well.

Training and a 12-month warranty

We show each role how to work in the system and hand over a short guide. For 12 months, we fix system bugs free of charge.

Price

How much does it cost to move Excel spreadsheets to a CRM?

Price from

€990

Moving Excel spreadsheets to a CRM costs from €990: that's the price of a system for 1–2 spreadsheets and up to 5 users, including data migration. If you need more modules – tasks, reminders, quotes or integrations – that's a business CRM, priced from €1,900.

Prices include all taxes – no VAT is added (we are not VAT-registered). The final price depends on the project: we put it and the timeline in the contract before work starts.

Get an exact price

What the price depends on

  • How many spreadsheets and sheets need moving, and how they relate to each other.
  • How much data clean-up is needed: duplicates, different date and amount formats, merged cells.
  • How many roles you need and how detailed the permissions are – for example, seeing only your own records, or read-only access.
  • How many formulas and macros (VBA) need turning into system calculations.
  • Which reports, document templates (PDF) and export formats you need.
  • Whether you need integration with your website, online store or accounting software.

Additional costs

  • A system like this needs its own hosting, so it doesn't run in a shared website hosting environment but on a virtual private server (VPS) in the EU. The VPS (hosting and maintenance: SSL certificate, updates, daily backups) costs from €29/month; the final price depends on the server's capacity and the size of the system. If your company has its own server, we can install the system there.
  • There are no per-user fees – the monthly cost doesn't depend on the number of users.
  • New modules and integrations after launch – under a separate quote, confirmed in writing.

Timeline

How long does it take to move from Excel to a CRM?

A system for 1–2 spreadsheets takes 2–4 weeks from receiving the deposit and the spreadsheets. A larger CRM with several modules and integrations takes 4–8 weeks, and can be launched in stages.

Project sizeExampleTimeline
1 spreadsheeta register of customers, equipment or contracts for up to 5 users2–3 weeks
2 related spreadsheetscustomers and their orders, or sites and jobs; roles, reports3–4 weeks
3 or more spreadsheets, integrationscustomers, quotes, tasks, reminders, connection to an online store or accounting software4–8 weeks

Process

How it works

  1. Free consultation1–2 working days

    We discuss who fills in the spreadsheets and how, and what management needs to see. A copy of the spreadsheet without personal data is enough.

  2. Structure and fixed price1–2 working days

    We define the fields, roles and reports, and what the first version won't include. The price and timeline go into the contract, and we start once we receive the 50% deposit.

  3. Database design3–5 working days

    We split your spreadsheets into related database tables, so each customer or site is entered only once. We agree the main screens with you.

  4. Development1–2 weeks

    We build the forms, lists, search, filters, roles and reports. You try out an interim version in a test environment.

  5. Data migration and checks1–3 working days

    We import all the data, check record counts and totals against the original file, and go through doubtful rows with you.

  6. Training and launch1 working day

    We show users in each role how to work with the system, remotely or in person. From that day on, work is done in the system, and the original file stays in the archive.

  7. Warranty and maintenance12 months

    For 12 months, we fix bugs free of charge. With a maintenance plan, we take care of updates and backups; a VPS (hosting and maintenance) costs from €29/month.

Comparison

Excel, an off-the-shelf CRM or a custom system?

CriterionExcel / Google SheetsOff-the-shelf CRM (SaaS)Custom system (Saitai.lt)
Upfront cost€0 extra€0 + your time for setup and importfrom €990
Monthly costs€0 extrausually charged per userVPS (hosting and maintenance) from €29/month; doesn't depend on the number of users
Several users at onceGoogle Sheets – yes; Excel files often end up with copies and conflictsyesyes
Access permissionsat file or sheet levelbased on the roles the vendor providesbased on your roles, down to individual fields or records
Fit with your processflexible, but anyone can change the structureas far as settings and add-ons allowfields, statuses and reports built around your process
Where the data is storedyour computer or the cloudthe vendor's cloud, not always in the EUa VPS in the EU or your own server; data can be exported at any time
Integration with Lithuanian accounting softwaremanual import and exportvia add-ons, if availablepossible via API or import, quoted separately
Best for1–2 people, while there isn't much dataa standard sales processa non-standard process with 3 or more users where permissions matter

Examples

Typical scenarios

Sites and jobs spreadsheet for a construction company

Situation
For example, a construction or renovation company keeps its list of sites, jobs and responsible foremen in a single Excel file. The manager fills it in at the office, while foremen report completed work by phone.
Solution
A database with three linked parts: sites, jobs and employees. Each foreman sees only their own sites on their phone and marks completed work themselves, while the manager sees all sites and filters them by status.
Result
One always up-to-date version of the data, fewer calls and less re-keying, and a list of overdue jobs in one click.

Customer and inspection register for an equipment service company

Situation
For example, an equipment maintenance company keeps its customers, their equipment and the dates of the latest inspections in a Google Sheets spreadsheet. The next inspection date has to be worked out by hand.
Solution
A customer and equipment database: the next inspection date is calculated automatically, and the "Inspection due in 30 days" list shows who needs a call.
Result
A list of upcoming jobs, the full history of each piece of equipment on a single record, and an Excel export for the accounts team.

Sales enquiries at a wholesale company

Situation
For example, at a wholesale company, several sales managers log enquiries and quotes in a shared spreadsheet. Everyone sees everyone's customers and prices, and the manager works out by hand how many quotes turned into orders.
Solution
A simple CRM with customers, enquiries and quote statuses. Each sales manager sees their own customers, while the manager sees all of them, plus a report by sales manager and month.
Result
Customers and prices visible according to permissions, a sales summary with no manual calculations, and the option to add reminders later.

Send us your spreadsheet – we'll assess it for free

Describe who fills in your spreadsheet and how. Within 1 working day, we'll tell you what kind of system would suit you, how much it would cost and how long it would take.

FAQ

Frequently asked questions

Yes. The connection is encrypted (HTTPS), and each employee logs in with their own password and sees only what their role allows. When the system is hosted on our servers, it runs in the European Union, with daily database backups. For a VPS or your own server, we agree its location and the backup procedure before launch. If the system will hold personal data, we'll discuss how it is handled in line with the GDPR.

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Enquiry

Get a quote within 1 working day

Tell us which spreadsheets you use and how many people fill them in. You can email us a sample spreadsheet without personal data. Tel. +370 670 99265.

Phone / WhatsApp / Viber:
+370 670 99265

Email:
info@saitai.lt

We reply within 1 working day. Meetings in Vilnius are by appointment only – please call first.

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