i keep seeing the same pattern. the company has a CRM. the company also has a google sheet that everyone actually uses.

not because people are bad at using tools but because the sheet does three things really well: it’s fast, it’s flexible, and it doesn’t require a login.

the problem is that it doesn’t remind you to follow up. it doesn’t surface who you haven’t spoken to in two weeks. it doesn’t give you a reason to open it every morning.

so deals slip. not dramatically. just quietly.

curious whether others have actually solved this or whether the google sheet is still winning in your company too. and if you moved away from it, what actually made the difference?