We are a small team and somehow customer communication has become one of the hardest things to manage. Sales emails are in Gmail, support requests come through forms while somebody logs notes in a spreadsheet and Slack DMs somehow became part of the process too. I am researching a CRM because we have already had a couple situations where two people replied to the same customer with completely different information.
The irony is that we are still small enough that this shouldnt be happening but for founders who went through this stage, what processes fixed it? Was software the answer or did you tighten up internal processes first before adopting a CRM for startups especially with a limited budget? I am trying to figure out whether we need a proper system now.