// Service

Move your sales from Excel to a CRM — without losing your team

Tarek Abou Rjeily helps Lebanese and Gulf businesses move sales operations from shared Excel files into a CRM the team actually uses. The typical starting point: each salesperson keeps their own version of the sheet, follow-up dates live in private calendars, and deals go cold because the next step was never written down. He builds the CRM around your existing pipeline, migrates the spreadsheet data, and trains the team — typically in 4–6 weeks.

Proof — related shipped work

Frequently asked questions

Why do teams abandon CRMs and drift back to Excel?

Because the CRM was chosen for its feature list, not for the team's actual workflow — so it demands more typing than the spreadsheet did. Tarek Abou Rjeily designs the CRM around how your team already sells (including WhatsApp-first sales), so using it is less work than the sheet, not more. That's the difference between adoption and abandonment.

Will we lose our historical Excel data in the migration?

No — migrating and cleaning the existing spreadsheets is the first phase of every engagement: deduplicating contacts, normalising phone numbers, and preserving deal history so the CRM starts full, not empty. An empty CRM is the second-biggest reason adoption fails.

How long does Excel-to-CRM migration take?

Typically 4–6 weeks from discovery call to a trained team working in the new system: pipeline design in week one, build and data migration in the middle weeks, then side-by-side running and training. Quoted in USD, scope-led, with a care plan afterwards so the system evolves with the business.

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Message me on WhatsApp, email tarekabourjeily@outlook.com, or see all services.