What is a CRM and do I need one?

A CRM (Customer Relationship Management) system is software that helps you track and manage interactions with leads and customers.

It stores contact information, communication history, deal stages, and follow-up tasks in one place. You likely need a CRM if you're: losing track of leads, forgetting to follow up, managing customer info in spreadsheets, or have multiple salespeople. Popular options include HubSpot (free tier available), Salesforce (enterprise), and Pipedrive (small business). Even a simple CRM dramatically improves follow-up consistency and sales conversion. If off-the-shelf CRMs don't fit your workflow, custom CRM development is an option for businesses with unique sales processes.