Why WhatsApp and Excel start breaking
WhatsApp and Excel are useful because everyone already knows them. The problem starts when updates become business-critical: lead status, next follow-up, promise date, manager review, and team pipeline all sit in different places.
- WhatsApp is good for conversation but weak for follow-up ownership.
- Excel is good for rows but weak for field-time capture.
- Managers lose time stitching together the real picture.