Your client spreadsheet, without the renewal surprises
Most customer success teams start in Excel or Google Sheets, and that's a sensible start: it's flexible, familiar and already paid for. It gets harder as clients grow: nobody is reminded when a renewal is close, a health score is a colour someone forgot to update, and nobody knows which copy is the right one. XPI CRM keeps the simplicity and adds reminders, health scores and history. Import your sheet in minutes; it's free for up to 100 clients.
- Every feature included
- No credit card
- Free up to 100 clients
Which one fits your team?
A spreadsheet is enough if…
- you look after a handful of clients and one person keeps the sheet up to date
- renewals are few and far apart, and you remember them without reminders
- you mostly need a list, not a daily work queue
XPI CRM is a better fit if…
- renewals or churn have surprised you because nobody looked at the sheet in time
- more than one person works on the same clients and you need to know who changed what
- you want health scores, ARR movement and tasks per client without building formulas
Side by side
| Feature | Spreadsheet (Excel or Google Sheets) | XPI CRM |
|---|---|---|
| Price | Google Sheets is free with a Google account; Excel comes with Microsoft 365 | Free up to 100 clients and 1,000 contacts, every feature included. Optional Enterprise support plan |
| Getting started | Nothing to set up: start typing | Sign up and import your sheet as CSV in minutes, no credit card |
| Built for | Any kind of list or calculation | Customer success only |
| Health scores | Only if you build the formulas and keep the inputs up to date | Yes: Automatic health score with the reasons behind it |
| Renewal reminders | No: No reminders when a renewal date is close (unless you build scripts) | Yes: Renewals board, alerts and tasks before each renewal |
| ARR, GRR and NRR | Possible with your own formulas and monthly snapshots | Yes: ARR movement out of the box, month by month |
| Tasks and playbooks | No: A task column at best | Yes: Tasks, playbooks and automation per client |
| Change history | Yes: Version history for the whole file | Yes: Who changed which field on which record, and when |
| Notes, meetings and tickets | In extra columns or other files | Yes: On each client's page, with SLAs for tickets |
| Permissions | Per file: anyone with edit access can change anything | Yes: Roles (admin, standard, view only) and admin-only objects |
| AI assistants (Claude, ChatGPT) | Can read a sheet you upload or connect | Yes: MCP connector included: ask about renewals at risk, create tasks and log meetings |
| Flexibility | Yes: Anything you can type | Yes: Custom fields and objects, CSV export any time |
See it in action
Moving your sheet into XPI
Save your sheet as CSV (in Google Sheets: File → Download → CSV; in Excel: Save as → CSV). One file per tab, for example clients and contacts.
Import it into XPI with the CSV importer. Map your columns to fields, check the preview, and you're done.
Keep the sheet if you like. XPI exports every list back to CSV whenever you need it.
Want help? Our Enterprise plan includes guided onboarding, help moving your data and health score and playbook workshops. Talk to us
Questions
Is XPI CRM really free?
Yes, for up to 100 clients and 1,000 contacts, with every feature included and no credit card. Above that, or when you want premium support, guided onboarding and help with migration, talk to us about the Enterprise plan.
Will my columns fit?
Usually yes. XPI comes with the usual customer success fields, and administrators can add custom fields for anything else before importing.
Can I go back to a spreadsheet?
Yes. Every list exports to CSV, and administrators can export the whole workspace at any time.
How long does the move take?
For a typical client sheet, a few minutes: export to CSV, import, map the columns.
Does it work with Claude and ChatGPT?
Yes, and it's included. Connect XPI as an AI connector and ask about renewals at risk, client overviews or your day. Connect an AI assistant
Where is my data stored?
In the EU (Ireland).
Try XPI CRM with your own clients today
Free for up to 100 clients, every feature included, no credit card.
Google Sheets and Excel are general-purpose spreadsheets; this page compares them with XPI CRM for customer success work only. Google Sheets is a trademark of Google LLC; Excel and Microsoft 365 are trademarks of Microsoft Corporation. Checked 23 October 2026. Spotted something out of date? Tell us at hello@xpicrm.com.