Pipedrive vs. Excel: Why Switch Now?
- Brasfone
- 1 day ago
- 2 min read
Many SMEs in Portugal continue to manage their business processes using Excel spreadsheets . At first glance, it seems like a practical and low-cost solution. But as the business grows, problems arise: duplicate data, loss of history, zero automation, and a serious lack of security.
Pipedrive is a CRM designed for sales teams. It goes far beyond simply recording contacts—it ensures sales predictability, task automation, and, above all, data security .
Brasfone , as an official Pipedrive partner in Portugal, ensures customized, integrated implementations that comply with the GDPR .
🔎 Limitations of Excel in sales management
Information is scattered and difficult to update.
Lack of a history of interactions with customers.
Zero integration with calls, emails, or proposals.
No automation: everything depends on the user's discipline.
Manual reports are time-consuming and unreliable.
🔒 The risk Excel poses to cybersecurity
Local storage on computers and shared folders without access control.
Lack of encryption , exposing sensitive customer data.
Unsafe sharing via email, WhatsApp, or unprotected links.
Lack of automatic backups → total data loss in case of failure.
Non-compliance with GDPR puts the company at legal and reputational risk.
👉 In other words, Excel is not only inefficient — it's also a risk to data security and protection .
💡 Advantages of Pipedrive
A visual pipeline to track each opportunity.
Task automation → follow-ups, emails, and reminders.
Native integration with Ringover → automatic call logging.
Real-time dashboards and reports .
Full mobility → CRM accessible anywhere.
Enhanced cybersecurity :
Data encryption in transit and at rest.
Automatic backups.
User access and permission control.
Multifactor authentication (MFA).
Full compliance with the GDPR.
📊 Pipedrive + Brasfone: more security, more efficiency
Brasfone guarantees that Pipedrive is not only implemented, but adapted to the company's needs .
Custom funnel configuration.
Integration with billing, telephony, and team management .
Defining permissions to protect sensitive data.
Practical training in Portuguese for rapid adoption.
Ongoing support for evolution and compliance.
❓ FAQ
Is Excel not enough for a small SME?
👉 It may arrive at the beginning, but it quickly becomes an obstacle to growth.
Is Pipedrive safe for sensitive data?
👉 Yes. It has encryption, backups, MFA, and is GDPR compliant.
How long does implementation take with Brasfone?
👉 Between 3 and 6 weeks, depending on the complexity of the integrations.
Organization and Predictability
Using Excel to manage business processes is like walking blindfolded : information gets lost, processes slow down, and security is a constant risk.
With Pipedrive , implemented by Brasfone , your company gains organization, predictability, productivity, and data protection , in full compliance with the GDPR.
Comments