From Excel
- Lead tracker sheetbecomesYour CRM pipeline
- Task and project sheetsbecomesProjects and boards
- Attendance and timesheetsbecomesHR
- Monthly report sheetsbecomesLive analytics
Switch from Excel
Move off Excel without retyping a thing.
Leads, tasks and attendance outgrow a spreadsheet: copies multiply, nothing reminds anyone, and nobody knows who changed what. We move your sheets into Oneintelligent for you, free.
- We move your data in, free
- No credit card
- Pay only if work gets more efficient
Why spreadsheets break as you grow
A spreadsheet is a blank grid. It has no idea what a lead, a task or a timesheet is, so it can't stop anyone breaking one.
- Copies multiply
“Leads final v3” lives on someone's laptop. Now there are two versions of the truth.
- Rows don't remind anyone
A follow-up date in a cell does nothing when the date arrives.
- No clear history
When a number looks wrong, it's hard to tell who changed it, or why.
- It depends on one person
Usually the one who built the formulas, and who is now too busy to fix them.
What moves where
Keep Excel for analysis if you like. The work that needs an owner, a date and a reminder moves into Oneintelligent.
Your first two weeks
- 01Week 1We move your sheets in
Your Excel data comes across for you, free. Nobody retypes anything.
- 02Week 1Run both, side by side
Your sheets stay where they are. Most teams are comfortable in 2–3 days.
- 03Week 2The work moves over
Leads, tasks and timesheets live in Oneintelligent. Excel goes back to being for analysis.
Our promise
In your free month, we set up the process, product, and intelligence with you and measure two things together: how much more efficient your work becomes and how many of your team use it every day. We agree on both targets on the first call. At the end, you pay only when you see the efficiency gain and team adoption.
Questions about switching from Excel
Still unsure? Ask us on a free 30-minute call.
Can we import our Excel sheets ourselves?
Yes. Save the sheet as a CSV file (Excel does it in one step) and import your deals, projects and tasks yourself. Or leave it to us: we move your data in for you, free.
Can your data come across from Excel and WhatsApp?
Yes. We move your Excel sheets and data from old products into the workspace, remotely or at your office with your team.
Do we have to stop using Excel?
No. Keep Excel for analysis. Move the work that needs an owner, a date and a reminder: leads, tasks, timesheets and attendance. Reports then come from the same live data, so month-end isn't a rebuild.
Do you replace Tally?
No. Oneintelligent runs alongside Tally and the accounting your CA already uses.
What happens after the free month?
In your free month, we set up the process, product, and intelligence with you and measure two things together: how much more efficient your work becomes and how many of your team use it every day. We agree on both targets on the first call. At the end, you pay only when you see the efficiency gain and team adoption. If you do, you pick a plan and continue. You don't need a credit card to start.
Bring your sheet to a free call.
On a free 30-minute call, we'll look at the sheets your business runs on and show how they work in Oneintelligent. Or sign up and try it yourself for a month.
- Start in minutes
- No credit card
- Pay only if work gets more efficient