Your CRM Isn’t the Problem

Most of the time, it’s too much firepower.

A lot of teams blame their CRM when deals slip through the cracks, data gets messy, or nobody follows up on leads.

“It’s clunky.”

“It’s not intuitive.”

“We need something better.”

So they switch systems. Again. And guess what? The problems don’t go away. Because the problem usually isn’t the software—it’s how you’re using it.

Here’s what actually works.

What’s Broken: You’re overbuying and underutilizing.

Most small and mid-sized teams get sold on CRMs built for companies with ten layers of sales ops, RevOps, and custom API integrations.

Meanwhile, your team just needs to track contacts, follow up on deals, and not drop the ball. Instead, you’ve got a system that looks like a cockpit and feels like homework.

Why It’s Happening: You think your CRM should solve your sales process.

The software doesn’t fix broken handoffs, unclear pipelines, or ghosted leads. It just makes the chaos easier to track.

And the more bloated your CRM setup gets—automations, custom fields, nested workflows—the more your team ignores it.

This is especially true if there’s no process behind it. If your team doesn’t know what to log or why it matters, they won’t do it. And you’ll keep blaming the tool instead of the system.

The Fix: Get your process straight, then pick the tool.

Start with the basics:

• What do you actually need to track?

• What does a lead handoff look like?

• What actions move deals forward?

Then configure your CRM to support that—not the other way around. Strip it down. Remove anything that’s not helping. Make it frictionless to use.

A CRM should enable your process—not pretend to be one.

Your CRM isn’t broken—your expectations are.

Fix the system, then simplify the tools. That’s how you make it work.