A Google Sheet is enough
- You work alone or with one other person
- Your leads fit on one screen
- No need to split clients between managers
- You want to start now, without moving data
ServicesBusiness automationHow to choose a CRM
How to choose a CRM for small business
How to choose a CRM for small business
How to choose a CRM for small business: a few simple questions will tell you, not a ranking. I go through them one by one — and connect automation to whichever CRM you pick.
- Price quoted personally
- Criteria, not rankings
- Price — personally, after a call
Just write — I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
Short answer
Which CRM is best for you
There’s no best CRM for everyone: top lists and rankings don’t know your business. The right one is the one your people will actually use every day. So instead of its place on a list, look at a few simple questions.
How many people work with clients: a simple database is enough for a solo owner, while several managers need roles and access levels. Where your leads come from: if it’s mostly Instagram or calls, the CRM has to accept exactly those. And if you spend most of the day away from a computer, first check how the CRM works on a phone.
A cloud CRM works online from any device, and the service handles updates and security. An on-premise version or an open-source system on your own server gives more control, but someone has to maintain it. A Ukrainian CRM, or any CRM with a Ukrainian interface, is a plus if the people using it find that easier.
If you don’t get many leads and work alone, you may not need a CRM at all: a Google Sheet with automation already works as a simple client database. And a small business usually doesn’t need a CRM built from scratch — a ready-made system does the essentials; what it often lacks is a connection to your channels. That’s what I do: I connect automation to the CRM you’ve chosen.
Gordey Fisun · updated
Spreadsheet or CRM
When a spreadsheet is enough and when you need a CRM
Not every business needs a CRM today. See which column sounds like you.
Time to choose a CRM
- Several managers handle different clients
- Leads come from the site, Instagram and calls at once
- You need to see what stage each deal is at
- You need to control who sees what in the database
Checks
What to check in a CRM before moving your data
Rankings and top-10 CRM lists won’t tell you how a system will behave in your business. These few checks will.
Does it accept your leads
Send a test lead from your form, DMs or a call. It should land in the CRM without manual entry — on its own or through automation.
How it works on a phone
Open the CRM on Android and iPhone and add a client. If it’s awkward, managers on the road simply won’t log in.
Can you export your data
Test exporting your clients to a spreadsheet before you enter hundreds of contacts. The database should stay yours no matter what.
Whose name is on the account
Register the CRM in your name, not your contractor’s or manager’s. Main access always stays with the owner.
Language and support
A Ukrainian interface and support that answers clearly save time training your team to use it.
Does it connect to other services
If the CRM can connect to other services, leads, notifications and documents move on their own, no copy-pasting.
After you choose
What I automate in your CRM
Leads land in the CRM by themselves
From your website form, Instagram or a call — straight into the CRM, tagged with where they came from. The same client never gets added twice, and you get a message on Telegram.
Reminders without you
The client gets a reminder the day before a visit or payment. Neither you nor your manager has to write it anymore.
Documents from a template
A contract, certificate of completion or delivery note fills in from the lead data using your template — no copying fields by hand.
No CRM yet — I’ll set up a spreadsheet
Until you pick a CRM, I collect leads in a Google Sheet: a simple client database you can move into a CRM later.
Live demo
Watch a lead go through on its own
This is working code, not a picture. Send a request and you’ll see where it lands and who finds out.
How to choose
How to choose a CRM for small business: four steps
No long reviews or lists — just what really decides the choice.
List your lead sources
Website, Instagram, calls, messengers — where clients write most often. A CRM that doesn’t accept your main channel will stay empty.
Count who will use it
Who will add clients and who needs to see everything. That decides whether a spreadsheet is enough or you need roles and access levels.
Try it on real leads
Work in a few systems with real clients, including from your phone. Choose the one your people don’t mind opening.
Connect automation
I connect the chosen CRM to your channels: leads land on their own, you get a Telegram message, clients get reminders.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- The price is final. Overruns are on meIf the task hasn’t changed, the amount named at the start doesn’t grow. If it has, we talk first, then I do the work.
- Not what we agreed — money back
- Bugs are mine. 6 months at no cost
- Critical issues — within 2 hours
- Code, domain, data — yours from day one
Questions
Questions about choosing a CRM
How do I choose a CRM for small business?
Choose a CRM for small business not by ranking but by a few things: how many people work with clients, where your leads come from, whether it’s easy to use on a phone, whether it’s cloud or on your own server, and whether it’s available in Ukrainian. The best one is the one your people will actually use every day.
Should I choose a Ukrainian CRM?
A Ukrainian CRM, or one with a Ukrainian interface, is handy when your admins or salespeople find it easier to work in Ukrainian. But language is just one criterion: first check whether the CRM accepts your lead sources and works well on a phone.
Should I get a custom CRM built from scratch?
A small business usually doesn’t need a CRM built from scratch: a ready-made system already handles clients and deals, and a custom one also has to be maintained. It’s better value to take a ready-made CRM and fill the gaps with automation.
Cloud CRM or open-source on my own server?
A cloud CRM opens online from a computer or phone, and the service handles updates and security — for a small business that’s the simplest option. An open-source CRM on your own server only makes sense if someone can update and secure it.
Do I need a CRM with a mobile app?
If you or your managers take leads away from a computer, check how the CRM works on a phone before moving your data. Also, automation can message you on Telegram about new leads.
When is a Google Sheet enough instead of a CRM?
A Google Sheet is enough when you work with clients alone or with one other person, and your leads fit on one screen. With automation, the sheet becomes a simple client database: leads land in it on their own, and you get a message on Telegram.
Do I have to switch CRMs for Gordey to automate it?
No, you don’t need to switch: Gordey connects automation to the CRM you already use or the one you pick. Leads land there on their own, and reminders and documents from your template go out without your involvement. Gordey quotes the price personally after your first conversation, and it won’t go up while the task stays the same.