A deal board with weighted totals
Drag deals between stages on a board that shows the weighted total for each stage. Run more than one pipeline, each with stages you can edit.
Delta Suite — the CRM by Delta Strike
Still selling from a spreadsheet? Move into a real CRM.
Bring your list across from Excel or Google Sheets as a CSV. Or upload the Excel (.xlsx) file itself. Then run deals on a pipeline board, with follow-up tasks, Gmail, and a history of every call and email.
Free for up to 2 users and 1,000 contacts.
From spreadsheet to CRM
Your sheet got you this far.
A shared spreadsheet is a fine start. Then the team grows, and the sheet starts to cost you deals.
- In a spreadsheet
Follow-ups live in someone’s head.
In Delta CRMTasks with due dates sit on the contact or deal they belong to, so the next call is on someone’s list.
- In a spreadsheet
Nobody knows who called them last.
In Delta CRMEvery contact and company has a timeline of notes, emails, calls and meetings — with who logged them, and when.
- In a spreadsheet
“Leads_FINAL_v3 (2)” — which copy is the real one?
In Delta CRMOne shared set of records for the whole team, with permissions set per role and per person.
- In a spreadsheet
There’s no picture of the pipeline.
In Delta CRMDeals sit on a drag-and-drop board, with a weighted total for each stage.
- In a spreadsheet
Emails are stuck in each person’s inbox.
In Delta CRMSync Gmail into the CRM and send from it. (Gmail only for now.)
- In a spreadsheet
Reporting means another pivot table.
In Delta CRMDashboards with presets for each role, filters by rep, and win rates by rep.
How to switch
From sheet to CRM in three steps.
Upload your Excel file or a CSV
Upload the Excel workbook (.xlsx) as it is — only its first sheet is read. Up to 10MB and 5,000 rows a file — split a bigger sheet into parts. Or upload a CSV: in Excel, choose CSV as the file type; in Google Sheets, use File → Download → CSV. Old .xls and macro files need converting to .xlsx or CSV first, and a password-protected file needs its password removed.
Match your columns
Tell Delta CRM what each column is — name, email, phone, job title, company, address, a note, or one of your own custom fields. You see sample values from your file, and the mapping is remembered for next time.
Check, then import
A dry run shows what each row would do before anything is written: add a contact, fill blanks on one you already have, or wait for your decision. Then import — and undo it if you picked the wrong file.
Imports bring in contacts and their companies. Deals aren’t imported from a file — add them on the board. Imports are run by your account’s Super Admin.
An assistant that reads your articles
Ask a question and an AI assistant answers it from your knowledge-base articles.
Visual automations
Pick a trigger, then add steps: send an email, wait, branch, or create a task or ticket.
A knowledge base for your team
Run more than one internal knowledge base, organised into categories. Articles move from draft to review to published, with review-due dates, audience tags, view counts and full-text search.
Illustrative — sample data
Add-on
Train your team with Delta Learn.
Courses built from lessons and quizzes, with pass marks and a progress report for managers.
$49 per seat / month
Explore Delta LearnSign-in
Delta CRM, including its knowledge base, uses Sign in with Google, handled by Auth0.
Permissions
In Delta CRM, what each person can see and do is set by a role permission matrix, with overrides for individual users.
Connected accounts
Access tokens for connected services — Gmail, HubSpot, Google Analytics, Google Ads and Aircall — are stored encrypted in the CRM database.
Hosting
Delta CRM, including its knowledge base, is hosted on Google Cloud in Sydney, Australia.
- Free
- Up to 2 users
- 1,000 contacts — only contacts count, not companies or deals
- Email campaigns on paid plans
- Delta CRMFrom$149per seat / month
- Delta Learn add-on$49per seat / month
Prices in USD.
Switching
Questions about moving from a spreadsheet.
Can I upload my Excel file?
Yes — upload the Excel workbook (.xlsx) itself. Only the first sheet is read: its first row with anything in it is the header, and blank rows are skipped. Text comes in as typed, dates as yyyy-mm-dd, and a formula brings in the result stored in the file — it isn’t recalculated. Up to 10MB, 5,000 rows and 200 columns. Old .xls files, macro workbooks (.xlsm, .xlsb), password-protected workbooks and OpenDocument (.ods) files are turned away with a message saying what to do: convert them to .xlsx or CSV, or remove the password.
A CSV works too: Delta CRM reads CSV and TSV files, and CSV files from Excel on Windows keep their accented names.
We use Google Sheets. How do we bring it across?
In Google Sheets, choose File → Download → Comma-separated values (.csv), then import that file. There’s no live link to a Google Sheet — it’s a one-off import, and you can run another one later.
Downloading it as Microsoft Excel (.xlsx) works too.
What happens to people who are already in the CRM?
Before anything is written, a dry run checks every row. If a row has the same email as someone you already have, only that person’s blank fields are filled in — nothing they already have is overwritten. If only the phone number or name matches, the row waits for you to decide. If the same email appears twice in your file, the first row is used.
Can I undo an import?
Yes, once per import. Undo removes the people it added and clears the blanks it filled in. Anything your team has worked on since is kept, and listed so you can see why. If an automation has already emailed people from the import, it can’t be undone — remove those contacts by hand.
What if some rows don’t import?
The import report accounts for every row in your file. You can download the rows that didn’t import as a CSV — your own columns, plus the reason — fix them, and import again.
How many rows can I import?
Up to 5,000 rows and 10MB in one file — split a bigger sheet into parts. The free plan is for up to 2 users and 1,000 contacts, so a larger list needs a paid plan.
Can I import my deals too?
Not from a file. An import brings in contacts and their companies — and a notes column becomes a note on the contact. Add deals on the board once your contacts are in.
Start free with Delta CRM.
Tell us a little about your team and we’ll set up your free account. There’s no online sign-up yet — a person replies.
We’ll set up your account within one working day. Placeholder — to be confirmed
Prefer to write it yourself? Email crm@deltastrike.com · See pricing