CRM

Two fields, one intake question, consistent UTM links, and a 15-minute monthly review that shows which lead sources actually turn into clients.

Who this helps: Solo founders who decided the spreadsheet has to go, picked a CRM (or are about to), and want the move to take one evening instead of three weekends of cleanup inside the new tool. Short answer: Clean the sheet before you import, not after. Give every row one person with an email, … Read more

Who this helps: Solo founders who already have a simple pipeline (New → Qualified → Call booked → Proposal → Won/Lost) and still watch deals go quiet because nobody looks at the board on a fixed day. Short answer: Block 20 minutes once a week. Sort open deals by next step date. Advance what is … Read more

Who this helps: Solo founders who sell services, consulting, or anything that needs a sales call — and whose calendar fills with “discovery” meetings that were never going to buy. Short answer: Qualify before you book. Ask three things in writing or in a short chat: the problem you solve, rough budget fit, and timing … Read more

Five open stages plus Won and Lost, each with clear entry and exit rules, a next-step date rule, and a 15-minute weekly review you can copy.

Who this helps: Solo founders who have decided a spreadsheet is no longer enough (or are close) and are choosing between HubSpot’s free CRM, Capsule, and Pipedrive. Disclosure: Founder Stack Lab may earn a commission from some links on this site. None of the links on this page are affiliate-tracked: they go straight to each … Read more

Who this helps: Solo founders tracking leads, clients, or deals in a spreadsheet who keep wondering whether it is time to “get a real CRM.” Short answer: a spreadsheet is a perfectly good CRM for many solo founders, right up until it starts dropping follow-ups. The switch is not about how many rows you have. … Read more

Who this helps: Solo founders who already talk to customers (or want to) and keep losing follow-ups in inbox search, sticky notes, or a spreadsheet that nobody trusts. You do not need a paid CRM suite to fix that. You need a few habits that survive a busy week. Paid hubs amplify whatever process you … Read more