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Customer management

Simple CRMs

This write-up is still being worked on. We publish a verdict only once we can stand behind it.

Review in progress

Quick verdict

Not published yet — review in progress.

Best for / who should skip

Best for: Owners tracking customers across an inbox, a phone and a notebook.

Skip it if: Teams already living inside a CRM that works for them.

Where it helps

We'll list concrete benefits once we've worked through the tool properly.

Limitations

Trade-offs will be listed here alongside the benefits — never one without the other.

Pricing context

Pricing changes often, so we only quote it once we've checked it — and we'll date it when we do.

Setting it up without the busywork

  1. 01Write down the exact task you want to stop doing by hand.
  2. 02Set the tool up for that one task only — nothing else, first week.
  3. 03Decide what a human still has to check before anything goes out.
  4. 04Review after two weeks: kept time, or added admin?

Working through this for the first time? Use the free Manual Admin Control Blueprint.