From over 7 years of helping teams set up CRMs that actually get used, here are the top mistakes we see — and how you can avoid them.
Startups often pick big-name CRMs with too many features. The result? Poor adoption. Teams get overwhelmed, and the tool gathers dust. Choose something that solves your current problems — not one that tries to do everything.
Jumping into a CRM without first mapping your lead or support process is a common trap. The CRM should reflect your workflow — not the other way around. Take time to define your journey first, then build around it.
Even the best CRM won’t help if your team doesn’t know how to use it. Build habits early. Run short onboarding sessions and provide simple guides or walkthroughs to get people comfortable fast.
🚀 Want help avoiding all three? Book a free 15-min CRM consult — no sales pitch, just real help.
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