Plenty of service businesses run on a spreadsheet for years and do fine. There's no rule that says you need a CRM. But there are signs that say you've outgrown the spreadsheet.
Signs you've outgrown the spreadsheet
- You can't remember which lead is in what stage without checking three places.
- Two people on the team are working from two different versions.
- You've missed follow-ups because the spreadsheet doesn't remind you.
- Estimates are getting lost between the inbox and the spreadsheet.
- You're scared to onboard a new employee because the system lives in your head.
What you gain by upgrading
Reminders. A single source of truth. The ability to hand someone a login and have them actually be useful in a week. The end of 'I'll call them back, just remind me.'
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