| Feature | | CRM (Customer Relationship Mgmt) | | :--- | :--- | :--- | | Best for | Solopreneurs, small teams, executives | Sales teams, marketing departments | | Primary focus | Storing contacts & tracking conversations | Managing the sales pipeline (deals, stages, forecasts) | | Complexity | Low to Medium | Medium to High | | Price | Low ($5–$15/user/month) | Higher ($25–$150+/user/month) | | Example tools | Dex, Clay, Airtable, HubSpot (Free) | Salesforce, Pipedrive, Zoho |
Create tasks to follow up with your top 10 leads every 14 days. business contact manager
Delete duplicates, old leads, and people you will never contact again. A clean database is a usable database. | Feature | | CRM (Customer Relationship Mgmt)
Your network is not waiting for the perfect system. It is waiting for you to be organized. Your network is not waiting for the perfect system
Bring in your phone contacts, email contacts, and any spreadsheets. Set a naming convention (e.g., "Last, First - Company").