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For small biz there are plenty of options out there. The challenge with CRM is keeping it all up to date and then actually doing something with the information. If you don't make it part of your sales cycle then it is just a rolodex. Buy according to how you WILL use it, not about how you THINK you will use it, otherwise you'll just spend too much.
Aroogah
@CYOA
CRM. What's that all about? We use no CRM here but are relatively small - 3 full time with others ad-hoc. 80% of our work is from close relationships with creative agencies and recurring on a project by project basis. 20% is direct client some recurring, some one-offs. I'd like to up our game next year and want a way to keep track of who we approach, their contact details, some place for notes etc. At the moment I have a fairly jumbled Google Sheets doc. Presume there is a better way? We use Zoho for invoicing and I did try their CRM as a kind of digital rolodex last year briefly but didn't get very far with it - there seemed to be far too many options for my relatively simple requirements (or am I not getting that there is plenty of worthwhile stuff to do with it?)
Another tangentially linked question - should I hire some biz dev nerd so I don't have to worry about what CRM software is hot right now?