CRM & follow-up

Answering leads fast, following up without a spreadsheet, and choosing and switching CRMs.

Most leads aren’t lost to a competitor. They’re lost to a slow first reply and a follow-up that never happened. This section is about the systems that stop that from happening.

Read about speed to lead, what a free CRM should include, how to switch CRMs without losing your history, and how to connect AI tools to the data you already have.

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Start hereSpeed to lead: what the first five minutes are actually worth7 min read