We’re a small consulting team of five, and it’s been a challenge keeping everything organized as we’ve grown. We used spreadsheets to track leads and follow-ups, which was fine when things were slower. But once we started getting more inquiries, it quickly got out of hand. We have notes in too many places, and it’s a mess. Some emails slipped through the cracks because no one saw them in time. A few solid leads went cold just because we didn’t follow up when we should have.

Now we are looking for a CRM that is simple to use, affordable, and a good fit for a small team. What we really want is something that lets us keep an eye on every lead. It would be great to be able to see which leads are slowing down, tag and filter them, and quickly figure out who on the team has time to reach out. It should also show enough detail on each contact so we can make a thoughtful offer, and work with tools we already use like Google apps and Asana. So far, Pipeline CRM looks like it could work well for us. Has anyone here used it? I would love to hear your experience or other suggestions outside the big names.