If you want to increase sales, improve client communication, and have clearer reporting into your sales pipeline, then you need a CRM.
A CRM keeps your leads, conversations, and pipeline in one place.
A CRM is a the backbone of an organised, accountable, and performance-driven marketing and sales system.
It replaces scattered spreadsheets, disconnected tools, and the constant back-and-forth that slows teams down.
Companies using CRM tools see up to a 29% increase in sales revenue (Salesforce).
Recently, I was speaking to a good friend of mine who works as a technical sales rep for a technology company.
He’s sharp, organised, and very good at what he does.
But he told me something that every growing business should pay attention to.
His team is managing deals through a mix of personal files, private notes, spreadsheets, and documents stored in different locations.
Nothing is centralised.
Nothing is shared.
To get even the simplest update, they need to call each other, send messages, or forward emails.
It works in the short term. But it doesn’t set them up for the long term.
Every year his team has the same conversation: “We should have set up a CRM years ago…”
Every year, they agree that it will drastically improve their sales efficiency and teamwork.
And every year, they push it aside because it feels “important but not urgent.”
Short term, calling someone for the information is easier.
Long term, they know they’re missing opportunities, losing visibility, and wasting time on work that a CRM would eliminate.
This is the hidden cost of not having a CRM.
It’s not just disorganisation.
It’s the deals that slip through the cracks, the follow-ups that never happen, and the opportunities that a business never even sees.
A CRM solves these problems:
- Organisation and visibility: Every lead, every conversation, and every deal stage is tracked in one place.
- Team alignment: Everyone works from the same information, not separate files and private notes.
- Better reporting: You know where your leads come from, who is converting them, and what revenue is in your pipeline.
- Consistent follow-up: Most deals are lost because follow-up is inconsistent and the speed to lead is too slow. A CRM is a key part of fixing that.
At SGD we’ve used a number of systems, but our recommendation is HighLevel.
It brings your sales pipeline, appointment calendar, SMS number, and email marketing system together under one roof.
For us, it replaced multiple tools and removed a lot of unnecessary admin.
Whether you choose Pipedrive, HubSpot, HighLevel, Zoho, or even start with a simple spreadsheet, the important part is this: You need a single source of truth.
And you need it before your team grows or your pipeline becomes too big to manage manually.
If you’re not using a CRM properly, it’s one of the fastest ways to improve productivity, lead quality, and revenue.
