You’re ready to graduate to a real CRM—but you don’t want to spend a lot of money. Here’s a common early operational mistake many founders make that can be painful to undo later.
You’re unsure what tech option to commit to, so you look for a cheap, entry-level solution just to dip your toes in the water. Maybe you start with a basic, no-frills CRM (like Pipedrive, GoHighLevel, etc.) that will give you the bare bones of a CRM, but it won’t be enough.
Slowly, you discover you need to add a bunch of other tools to compensate:
Phone call functionality
Auto dialer and phone menu capabilities
Call recording and transcription
Email automation
So you duct tape together a SaaS sales stack based on sweden telegram data the cheapest options, and create a three-headed Hydra monster sales stack.
This approach can work at first (especially on a shoestring budget), but it can also backfire.
You need to know when the processes you spent so much time setting up are getting in the way. You might find that things have become too complicated, customer data is fragmented across multiple tools, and your team is whining about the tech. The solution has become a new, different problem.