// The situation

Can you tell me what information is needed for me to help you assess? I work in B2B pharma exports. We export equipment to pharma companies. We have a multi-month sales cycle. One sale takes around four, five, six months to convert. It consists of multiple meetings, many information sharing, keep on having to give different kinds of information to customers. I have to maintain a sheet for tracking our quotations, one sheet for maintaining the hot leads, and track of customer conversations. And yes, definitely I keep sometimes forgetting on following up as well. Lead channels: Email, Phone calls, Web form, Referrals. Inquiry volume: 10–50. Team size: Just me.

The verdict · Aug 9, 2026

Yes.

You need a simple CRM — and the sheet is not why you're forgetting follow-ups.

What's really going on

A four-to-six month cycle with 10–50 open inquiries means you're holding dozens of half-finished conversations in your head. Three sheets (quotes, hot leads, conversations) can't nudge you on the day a customer expected a reply. Every missed follow-up on a pharma equipment quote is weeks of silence a competitor can walk into. The problem isn't your discipline — it's that nothing in your stack knows what "next action" means.

What to do instead

  1. Zoho Bigin — free for 1 user (India-priced; paid Express roughly ₹550/user/mo, annual + GST — Express ₹550, Premier ₹1,000 per user per month (annual)) — a pipeline with a "next action + date" on every deal, which is the one thing sheets can't do. It's a pipeline-centric CRM built for small businesses to track contacts and manage deals, targeted at teams of 1–20.
  2. Google Calendar — until Bigin is loaded, put every promised follow-up as a calendar event with the customer name in the title. Free, working in 10 minutes.
  3. Open Bigin, create one pipeline with your real stages (Inquiry → Quote Sent → Tech Spec → Sample → PO), import your hot-leads sheet as a CSV, and set a next-follow-up date on every open deal. One hour, done today.

What you're being oversold

Anyone pitching you Salesforce, HubSpot Sales Hub, or Zoho One is selling a solo exporter a ten-person machine. Zoho One runs around ₹1,500 per employee per month in India and Salesforce sales tiers run $100 to $175 per user per month — both are absurd for you. Every month you keep missing follow-ups on a 4–6 month cycle, one dropped thread is a full quarter of pipeline gone.

When to revisit this

When you hire a second salesperson or a coordinator, or when one pipeline stops holding your product lines cleanly — then look at Bigin Premier or Zoho CRM Standard.

The part worth getting right

Your pipeline is not linear. A pharma equipment deal moves through RFQ, technical spec exchange, sample or demo, commercial negotiation, PO. Each stage sends different documents. Get the stages wrong and Bigin becomes another sheet — right, and it runs your week for you. So the call is this: are your deals shaped like one path with predictable stage-gates, or do they fork by product line and customer type in a way that needs two or three pipelines from day one? Get that wrong and you rebuild in three months.

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