Warning: that cheap CRM I switched to cost me a solid lead yesterday

I was in my truck after finishing a quote in Arlington, going through the follow-up checklist in a new $15/month CRM I found on a forum. Went to send the proposal link and the whole system froze. Had to pull over and manually type out an email on my phone with the PDF attached. Client called me an hour later saying they got two blank emails from my "system" and thought I was spam. Lost the $4,200 tree removal job because they went with someone who replied in 10 minutes. Anyone else had a cheap tool make you look unprofessional?

3 comments

3 Comments

craig.parker9d ago

Three grand for a tree job and you're blaming a fifteen dollar CRM? I paid a kid fifty bucks to set up my Mailchimp and I still get replies. Did you test the thing before sending a proposal? That's like buying a chainsaw at a yard sale and blaming it when you cut your leg off.

oliviabutler8d ago

Fifty bucks is a steal for that setup honestly.

davidshah9d ago

Honestly, is it really that serious? One hiccup with a $15 tool and now the whole thing's a disaster?