For many small business owners, the word "CRM" brings to mind expensive software, complicated setups, and features they'll never use. While tools like Salesforce and HubSpot are powerful, they are often overkill for a team of 3-5 people who just want to track their leads.
Why Spreadsheets Fail
Most businesses start with Excel or Google Sheets. It works for a while, but eventually, you run into problems:
- Data entry errors: Accidental deletions or overwrites.
- No follow-up reminders: You forget to call a prospect back.
- Hard to collaborate: Two people editing the same file gets messy.
The Better Alternative
What small businesses really need is a "Sales System," not necessarily a full-blown CRM. A sales system focuses on the action—moving a deal from "New Lead" to "Closed Won"—rather than just storing data.
That's where Sales Guide comes in. We stripped away the complexity. No complex reporting you need a degree to understand. No 500 fields to fill out.
Key Features to Look For
If you're looking for a simple alternative, ensure your tool has:
- Visual pipeline view (Kanban board)
- Simple contact history
- Mobile access for field sales
- Integration with your daily tools (like WhatsApp)
Ready to simplify your sales process? Get in touch with us today.