11
Ditched the fancy CRM after 4 months, Google Sheets does the job for my 6 clients
I got sick of paying $50 a month and spending evenings just cleaning up data entry mistakes, so I moved everything to a simple sheet with color coded tabs last quarter. Has anyone else gone backwards on tools like this and actually seen their follow up rate improve?
2 comments
Log in to join the discussion
Log In2 Comments
bettyroberts1mo ago
Laughing at myself because I spent three weeks building a color coded system that my business partner still ignores and just types notes in the margins like a maniac. But honestly, the sheet works better for us too, we see the whole pipeline at a glance and nobody screws up the formulas unless my cat walks on the keyboard. I think the real win is that I stopped pretending I needed all those fancy reports and automations, so I actually email clients back within a day now instead of fiddling with stupid tags. Sometimes going backwards just means admitting you were overcomplicating things to feel important. Good for you for ditching it, my follow up rate jumped too when I stopped fighting the tool and just used something I already knew.
5
terryw671mo ago
Cat on the keyboard is just free regression testing, right?
5