Warning: My old email chain method is fighting my new CRM and it's a mess

For 12 years I tracked client work through long email threads, scrolling back to find the one message where they said 'yes' to the scope. Last month I finally moved everything into a CRM with automation, and now I spend more time updating records than I ever did digging through old inboxes. The automation flags every tiny change, like when a client adds a comma to a project brief, and sends me three notifications. On the flip side, I missed a renewal deadline in May because my old system had no reminders, but the new one caught it in time. So is the extra setup worth the safety net, or am I just fighting the tool because I refuse to change my habits? Anyone else hit this wall after switching their workflow?

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sethm5815d agoMost Upvoted

Isn't that just a normal setup headache?