If Charik is not right for your team after 30 days, we refund you and help you move back to Excel.
Keep the simplicity of Excel, gain the power of a modern CRM. A simple migration, and we walk you through it.
You made it work for as long as you could, but Excel is showing its limits
Several versions of the file are going around and nobody knows which one is current.
Copying and pasting data from LinkedIn, Google and elsewhere. A colossal waste of time.
Hunting for a customer across 50 tabs with filters that never quite work.
Who called this prospect? Which version of the quote went out? Anyone's guess.
Hours spent rebuilding charts for the management meeting, month after month.
Follow-ups, reminders and chasers all have to be done by hand. And they often are not.
Type a company name and Charik fills in the registration number, address, revenue and headcount.
Everyone works on the same database, in real time, with no risk of overwriting.
Emails, calls and notes are all tied to the contact. You always know where things stand.
Live dashboards. No more rebuilding Excel charts every month.
Charik reminds you to follow up at the right moment. Never miss a chaser again.
Assign prospects, share notes and work as a team without friction.
A fast, safe migration, with support along the way
Send us your Excel file. We clean it, structure the data and import it into Charik. (1 day)
Charik automatically enriches your contacts with up-to-date data: registration numbers, emails, phone numbers. (Automatic)
We train your team over video. In an hour, everyone is up and running on Charik. (1 hour)
| Feature | Excel | Charik |
|---|---|---|
| Centralised database | ❌ | ✅ |
| Automatic enrichment | ❌ | ✅ |
| Interaction history | ❌ | ✅ |
| Automatic reminders | ❌ | ✅ |
| Live reporting | ❌ | ✅ |
| Mobile app | Limited | ✅ |
| Real-time collaboration | Basic | ✅ |
| Monthly cost | Free | From 17 EUR excl. VAT / user |
| Time saved per week | - | Around 8 hours |
In four steps. First, export or tidy your Excel file (one row per contact, one column per piece of information: first name, last name, email, company, phone). Second, import the file into Charik, which recognises the columns and asks you to confirm them. Third, duplicates are detected and merged during the import. Fourth, every company imported is enriched automatically from public data (registration number, address, headcount, activity). The whole thing takes a few minutes, even for a file with several thousand rows.
Six columns cover the essentials: first name, last name, email, company, phone and job title. Any extra column (city, notes, lead source) can be mapped to a CRM field during the import. There is no need to aim for perfection: automatic enrichment then fills in the missing company details and contact information.
Yes. Charik detects duplicates on the email address and on the company during the import and offers to merge them, so you do not end up with three records for the same customer. That is one of the first benefits of moving from Excel to a CRM: a clean database that stays clean.
The import itself takes a few minutes. A full migration (tidying the file, importing, checking, getting the team up to speed) is usually done in under a day for a small or mid-sized company. The Charik team supports the migration, and the 7-day free trial lets you validate it with no commitment.
Join the hundreds of teams who have already picked Charik.
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