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/ Marketing

Do I need a CRM?

Once you're losing track of enquiries, yes. Below roughly 20 leads a month a spreadsheet is genuinely fine.

/ 01

The short version

The point of a CRM is that nothing gets forgotten — not that it looks professional.

/ 02

What actually matters

  • Track every enquiry with source, status and next action.
  • Set reminders for follow-ups.
  • Simple options: Pipedrive, HubSpot free, Notion, or a spreadsheet.
  • Only adopt what you'll actually update.
  • Report monthly on conversion rate by source.

/ 03

The bit most people get wrong

An unmaintained CRM is worse than a spreadsheet because you trust it. Pick the simplest thing you'll keep current.

/ 04

What to do next

Start a single sheet today with date, name, source, status, next action. Fill it for a month before buying anything.

/ 05

Where RIOT fits in

We're a small Colchester studio helping UK SMBs get CRM and pipeline right without agency waste or freelancer flake. If you've read this far and you want a second opinion on your specific setup, book a 20-minute call and we'll tell you honestly whether it's worth doing anything at all.

We work with clients across Essex, Suffolk, London and the wider UK — and remotely with brands abroad. No lock-in, no monthly retainer minimums, no pretending your problem is bigger than it is.

/ FAQs

Common questions

What does a CRM cost?

Free to £30/user/month for small business tools.

Can it automate follow-ups?

Yes — that's usually the biggest win.

Still not sure?

Book a free 20-minute call — we'll answer your specific version of this question with no sales pitch.

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Ashley Scott
Studio Lead
speak to Ashley