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@icepac15 This was my first thought too, but I couldn’t think of their name. OP’s situation could be disastrous.

@natsumilam32 This is the kind of probing I was hoping for! My impression is that a full blown CRM would be better if I want analysis, reporting, or automatic like drip emails. My initial sales will be very manual with a lot of hand holding, so it's mostly just updating the status and...

@rexcolin Yeah, I'm just going to use Trello for status tracking and then later upgrade when I want reporting and metrics after we start selling seriously. I suppose that I'm not really worried about migrating data though, so having a clean start with a grown-up CRM later shouldn't be a big...

@wizz Reader beware! Half of this list is projected from OP’s experience to appear universally true. Over-generalizations like “never X” and “don’t do Y” are dangerous.

@mommabird Thanks for the tip. Off the cuff, I would advise a name change. I bet a lot of people will subconsciously add "Just" to the front of that name.

@southernlady1967 Yeah, it's a B2B SaaS. I'll check on Salesflare: I'd never heard of it until yesterday. Thanks!

@charize They're certainly important ones, but I don't see how do those questions play into my choice of CRM. (genuine question) Can you elaborate? I beg to differ: being ready is a tertiary matter, not the primary one. I posit that Aiming is the logical first step. In military and LEO...

@charize Which are...? What's my favorite ice cream? Who would I bet on if Elon Musk did a cage match with Mark Zuckerburg?

@verdanavivian This was all helpful, but this summary is pulling me towards using at least something resembling a CRM from Day 1. Thanks!

@timerow Everything here resonates with me except this: "no pricing plans". Before I jump all over you, can you clarify what you mean? (I personally can't stand when SaaS sites don't have any pricing info so I had a strong reaction to this.)

@arwyn7 This is exactly what I want to avoid. I'm already using Trello for task management, so maybe I'll just add another board there. Thanks!

SaaS MVP about to launch. Never used a CRM before but I’m familiar with the basic concepts. Initial customers will be < 20 total and heavily vetted. I’m the business cofounder doing all the initial sales myself. Am I overthinking this? Update: Salesflare looks cool.

We have a platform that our customers use to do work for their customers. Obviously, we can't refer to both groups as "customers". We also have to distinguish our own internal users like Tech Support who will sometimes interact with the app and the B-users' data. What clear, simple labels should...