May 30, 12 pm EST

How to move from spreadsheets to CRM


Customer Service

Want to prioritize sales, team management, or simply taking a break instead of setting up NetHunt CRM? We’ve got you covered. Our team of seasoned product and business experts is here to take the reins, ensuring NetHunt CRM is perfectly tailored to mirror your business processes and drive growth.

Data import
to NetHunt CRM

Used Excel or another CRM system? We’ll transfer your data to NetHunt CRM and save it as much as possible.



What’s included:

  • Data formatting
  • Preparing data structure
  • Import of data to appropriate folders
  • Creating audience segments (save filtered data)
  • Training session (1 hour)

Sales workflows

Do you want to standardize processes and increase team efficiency? Try workflow automation — we'll help!



What’s included:

  • Audit of business processes
  • Designing of automation logic
  • Building complex automation scenarios in NetHunt CRM Workflows
  • Employee training (1 hour)

Reports creation in Looker Studio

Get better visualization of your data to make data-informed decisions.



What’s included:

  • Connecting data sources to see sales performance
  • Creating custom dashboards for the team
  • Daily, weekly, monthly check on performance
  • Get reports automatically send to you via email

Full-cycle implementation

Our team will be happy to help with getting the whole NetHunt CRM workspace set up.



What’s included:

  • Workspace structure set up based on your business processes
  • Data importing
  • Connecting lead sources
  • Workflow automation
  • Reports in Looker Studio
  • Team training (2 hours)

Not sure which package is right for you?

We'd love to learn more about your business and processes you need to handle with NetHunt CRM. Book a call with our team to discuss all the details.


Need support hours instead?

Require assistance with your NetHunt CRM workspace setup? Our product expert is ready to stand by your side, ensuring you maximise the full potential of NetHunt CRM.


3 hours


$650 -15%

5 hours


$800 -25%

7 hours


Additional Resources

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