CRM

Published 2026-05-07 · Updated 2026-07-07

Short answer: The list of people who asked for help, bought something, or need a reply.

A customer relationship management system, usually the place where leads, customers, notes, follow-up, and sales history should live.

The list of people who asked for help, bought something, or need a reply.

Do I need an expensive CRM like the big companies use?

Almost never. Most small businesses are better off with something simple and cheap, set up to match how they actually work. A fancy CRM you don't use is worse than a plain one you do.

I already have my customers in a spreadsheet. Isn't that enough?

A spreadsheet is a fine start, but it won't remind you to follow up or catch a lead the moment it comes in. A CRM adds the nudges and the shared access a growing shop needs.

The first move is usually a Fit Check: a short, human review of the website, tools, Google presence, broken handoffs, customer path, and monthly software costs before scope or pricing is promised.

How the work starts

For CRM, Little Fight first looks at public signals, customer-facing paths, staff handoffs, account ownership, and the monthly tools already in place before recommending a rebuild or another subscription.

That means checking what customers can actually see, what employees have to repeat, which systems are paid for but underused, and whether the next useful step is content, configuration, support, cleanup, or a small custom system.

The output is a plain-English path: what to keep, what to fix now, what can wait, what needs owner approval, and what should not be guessed until access, screenshots, analytics, or vendor records make the decision traceable.

Useful Little Fight paths

Call or start a Fit Check (646) 360-0318

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