Every thread in here about tracking quotes looks the same: a spreadsheet with client, amount, status. Nobody's got a reason column. So you lose 6 quotes in a row and you've got a list with no clue why any of them fell through.

We got annoyed enough by our own log to actually fix it. Built 3 free templates: a lost-bid log with reason + revisit date columns, 5 text scripts for reaching out to clients who went quiet a year ago, and a one-page client card - last contact, what you promised, what's next.

No email wall, no signup, nothing to fill in first. Link's in the first comment - grab whatever's useful and skip the rest.

What column would you add that we missed?

A few days ago I posted here about what we left out of a CRM built for one to ten person service businesses. One reply told me to put up a pricing table, because people are not going to put their data in without knowing what the price will be once the beta ends. I pushed back at the time. I said I would rather show nothing than a number I might have to change in a month.

That was the wrong call and it is obvious once you write it out. Asking somebody to import a client list is asking for the one asset in a small business that cannot be rebuilt if it goes wrong. In that situation "free for now" is not a discount, it is an open liability, and the person carrying it is the one doing the import, not me.

So the price is public now, and it applies from day one rather than from whenever we decide the beta is over.

$39 a month for one person. Teams start at $89 a month. Every person after that is a flat add on rather than a new tier.

No feature tiers, no contact sales, no plan where a field you were using disappears if you downgrade. The reasoning is that everything we cut out of the product for the sake of simplicity comes straight back in through the pricing page if the pricing page has nine boxes on it. If the bill does not fit in one sentence, the product is not simple, it just looks simple until the invoice shows up.

The part I genuinely do not know is the team side, so one question for anyone running a service business with two to ten people: at that size do you actually need roles and permissions, meaning who can see which clients and who is allowed to delete something, or is one shared client list where everyone sees everything the correct answer and the permissions are just a habit we picked up from bigger companies?