A spreadsheet is a good start
It is free, you already know how to use it, and for a handful of jobs a month it does everything you need. Do not let anyone tell you that you need software before you do.
Four signs it is time
- Two people edit it. You are no longer sure whose version is right.
- You cannot see what is due. Finding today's follow-ups means scrolling and guessing.
- History is missing. You know the customer's name but not what was said last time.
- Things get missed. A lead sat for two weeks because its row was off the screen.
What a CRM adds
A CRM is a spreadsheet that knows about time and people. It can show you what is due today, keep every conversation attached to the customer and let more than one person work without stepping on each other.
What to check before you switch
Pick the simplest tool that fixes the signs you actually have. Ask how your current list gets moved over, who will set it up around how you work, and what happens to your data if you leave. A CRM that does not fit your day will be abandoned in a month.
How Venture IQ helps
Venture IQ builds the CRM around the way you already work, moves your existing list in and keeps follow-ups drafted for your approval. Read how to keep follow-ups from slipping through your CRM next.
How many of the four signs do you see in your own list?