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A few things that help once you're managing more than a couple client deals

19 September 2026 at 10:15

A few things I've noticed help small agencies/solo businesses once deals start slipping through the cracks:

Keep company info, contact info, and the deal itself linked not spread across a spreadsheet, your email, and your notes app

Have one view that shows every deal's stage at a glance, so nothing needs "checking in on" from memory

Track deal value somewhere, even roughly knowing your pipeline's worth changes how you prioritize your week

If you're a solo owner and a paid CRM tool is just out of budget right now, I build Notion CRMs and I'm happy to send mine over free genuinely, no strings, just comment or DM if that's useful to you

submitted by /u/eve9656
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