If your company has less than two employees in a key role (like sales) or an annual turnover of less than one million, a CRM system isn’t recommended.
A CRM is designed to automate a repeatable sales process or “logic.” At your current size, that repeatable logic likely hasn’t been established yet. Introducing a CRM now would only add unnecessary complexity and cost without providing any real benefit to your bottom line.
Instead of investing in a complex system, we recommend using simple, flexible productivity tools that are more appropriate for your scale:
Google Sheets or Microsoft Excel: Excellent for basic data storage and tracking.
Notion: Great for organizing data and more ’creative’ or evolving processes that don’t fit rigid CRM structures.
Personal Contact Managers (like Clay or Dex): Use these to keep track of contacts and notes. You can easily export your data later when you do need a full CRM.
Focus your energy on defining and refining your sales process—building the repeatable logic—before investing in software to manage it.
