I'm up to 40 active prospects and 15 current clients and I'm losing track of who I need to follow up with. Using a notebook and it's not cutting it anymore. Does anyone use a CRM? I don't need anything fancy — just something to track contacts, follow-up dates, and engagement status.
CRM for tracking prospects and clients
I use HubSpot's free CRM. It does everything I need — contact management, deal tracking, email integration, and follow-up reminders. The free tier handles up to 1,000 contacts which is more than enough for our business. Took me about 2 hours to set up and I wish I'd done it years earlier.
I keep it even simpler — a Google Sheet with columns for name, company, contact info, utility, status (prospect/LOA sent/active/completed), last contact date, and next action date. I sort by next action date every morning and work the list top-down. Not as pretty as a CRM but it's free and I can access it from anywhere.
Going to try HubSpot. If it's free and Karen's been using it, that's good enough for me. Thanks.