Why most small firms need a process before they need software Many professional-services businesses reach for a customer-relationship system only after the informal methods have already failed. Sticky notes, personal spreadsheets and memory work while the client list is short. Once the number of act
Why sticky-note follow-ups collapse under volume Most small professional-services firms begin with informal notes. A partner jots a reminder on a pad after a client call, or a team member types a quick line into an email draft and leaves it unsent. When the workload is light this works. Once the num