See where you stand
Team size, revenue, and readiness decide it. Check your numbers against the three thresholds in the sheet.
Free Guide · CRM for Small Business
Know if it's time for a CRM, or if Excel still works
Most small business owners guess at this, or wait too long. Before you compare platforms, check your business against three concrete thresholds.
- The exact thresholds that mean you've outgrown a spreadsheet: team size, revenue, and whether you're ready to keep it fed
- Why building your own CRM is one of the most expensive mistakes a small business can make
- Pipedrive, Twenty, or Attio: which platform actually fits your sales process, and why
The whole decision, mapped in three moves
Never build your own
It looks easy with AI now, but every line of code becomes your responsibility forever. See why an existing CRM already solved that problem.
Match the platform to your process
Pipedrive, Twenty, or Attio, compared on what each is built for and where each one breaks first.
Download · Free PDF
Get the Small Business CRM Cheat Sheet
Two pages you can read in one sitting. The readiness test, the platform picker, and the real cost of getting it wrong, before you talk to a single vendor.