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For teams of two to ten whose enquiries live in four places

CRM setup for a small team: the four fields, what to leave off, and what makes it stick.

Most small business systems are abandoned within a year, and it is nearly always because they were set up to record too much.

★★★★★Newcastle and the Hunter

A report on your own business, showing where the enquiries arrive from today and which of them are reaching you at all.

Reece Rainer By Reece Rainer spareday, Newcastle NSW Last updated 13 September 2026 Read time 2 minutes
A business portal open in a browser, showing the jobs, customers and quotes a business runs on
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What clients say

★★★★★

Since it went live my phone hasn’t stopped ringing.

Jye Hughesgoogle review
★★★★★

He created a stunning website for us that captures and nurtures leads with an automated email marketing system, which has filled a huge gap in the business and saved a lot of time (and money!).

Gene Kellygoogle review
★★★★★

Reece has been generous, reliable and knowledgeable in creating an online presence for our sporting club. He is good to work with and has good technical abilities.

Gary Robertsgoogle review

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A team of two to ten needs a system that answers one question: who is looking after this enquiry, and what happens next.

Systems fail in small businesses when they are set up to answer thirty questions instead.

01

What to set up first

Four fields per enquiry: where it came from, who owns it, what stage it is at, and the next action with a date. Everything else can wait.

A team fills in four fields. It does not fill in fourteen, however useful they would be.

The four fields

  • Where it came from.

    Search, an advertisement, a referral or the Google listing, which is how the marketing gets judged at all.
  • Who owns it.

    One named person. An enquiry owned by the team is owned by nobody.
  • The stage.

    New, quoted, won or lost, which is enough detail for a team of ten.
  • The next action and date.

    Which turns the system into a list somebody can work from on a Monday morning.
Get my free reportA report on your own business, showing where the enquiries arrive from today and which of them are reaching you at all.
02

What to leave switched off

Scoring, forecasting, long custom forms and automatic emails to customers. All of them are built for larger teams and all of them add typing.

Every field added is a reason somebody skips the system and works from their phone instead.

The four to leave alone

  • Lead scoring.

    A team of five already knows which enquiries are serious.
  • Forecasting.

    Useful at thirty deals a month, noise at five.
  • Long custom forms.

    Anything that takes two minutes to fill in will be skipped when the day is busy.
  • Automatic emails to customers.

    Worth adding later, once the records are trusted, which automation work covers.
Get my free reportA report on your own business, showing where the enquiries arrive from today and which of them are reaching you at all.
03

What makes it stick

One place enquiries arrive, one weekly look at the list, and the owner using it. A system the owner avoids is abandoned within a month.

Whether the team uses it is the risk, and the software rarely is.

The four habits

  • Everything arrives in one place.

    Web form, phone and email all landing in the same list, or three lists appear again.
  • A weekly look.

    Fifteen minutes reading the open enquiries, which is where the forgotten ones surface.
  • The owner uses it.

    If the owner keeps a separate notepad, so will everybody else.
  • Nothing recorded twice.

    A team asked to fill in a system and a spreadsheet will keep the spreadsheet.
Get my free reportA report on your own business, showing where the enquiries arrive from today and which of them are reaching you at all.

Related reading from us: when it has to be built.

Common questions

How long does a CRM setup take for a small team?

Days rather than months, when it is limited to four fields per enquiry and one place for everything to arrive.

Which system should a small team use?

The one the team will actually open. For most small businesses the choice matters far less than what gets recorded in it.

Why do these systems get abandoned?

Almost always too many fields. A record that takes two minutes to create is skipped on the first busy day and never resumed.

Do we need one at five people?

If enquiries currently live in a phone, an inbox and a notepad, yes. The system is what stops one being dropped.

What does it cost?

One monthly fee covering everything, month to month, no lock-in. The number depends on the business and gets given on the call.

What else we do

See where your enquiries come from
before you build a system to hold them

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