I help manage a tiny B2B sales setup with just two of us. We reach out to businesses, track conversations, and move deals through a short pipeline.
Right now everything lives in Google Sheets, which worked at first but is getting harder to manage as more accounts come in. It is easy to lose track of follow ups or notes.
I am not looking for a full system with reports or marketing tools. I just want a simple CRM for small business that feels like a cleaner, more organized version of a spreadsheet.
What I need:
Set reminders or tasks for each account
Log calls and quick notes, especially from a phone
Attach files to accounts
Track where each lead is in a simple pipeline
Customize fields so it matches how we name things internally
Most CRMs I tried feel too heavy or too locked in.
Is there something simple that works well for a small team like this?