Yes.
You need a simple CRM — but the smallest one on the market, not what a rep will pitch you.
What's really going on
Haulage sales are slow, relationship-heavy, and quote-driven. You don't have a volume problem — you have a "who did I last speak to at that logistics manager, and when" problem across 300 accounts and 2-3 people. A spreadsheet works until two of you edit it on a Tuesday and someone's note vanishes. That's what's costing you deals on a £10m book — quiet slippage on warm names you already earned.
What to do instead
- Capsule CRM (free tier, UK-built) — put all 300 contacts in, tag by stage, set a next-action date on every single one. Free covers up to 250 contacts; the paid tier is modest if you need the headroom.
- Pipedrive (~$14-15/user/mo — check current pricing) — if you want a proper drag-and-drop pipeline board and revenue forecast out of the box, this is the cleanest for a 2-3 person sales team.
- Habit: every Friday, one person opens the CRM and reassigns anything with no activity in 30 days. No exceptions.
First action today: export your current sheet to CSV, import into Capsule's free trial, and put a "next contact date" on the 20 warmest names before you shut the laptop.
What you're being oversold
If anyone has waved Salesforce, HubSpot Sales Hub, or Microsoft Dynamics at you — walk away. Those are built for teams doing hundreds of deals a month with a sales ops person to run them. You'd spend more on setup than the tool saves you in a year, and two people will never use 10% of it. Doing nothing costs you the referrals and re-quotes that die in an inbox — on a £10m book, one recovered contract a year pays for any of the above ten times over.
When to revisit this
When headcount in sales hits 5, or when you start quoting more than 40 opportunities a month — then pipeline automation earns its keep.
The part worth getting right
The real fork is whether your sales motion is account-nurture (same 300 hauliers, quoted again and again over years) or deal-pipeline (fresh RFQs moving stage to stage each month). If it's nurture, Capsule's contact-first model fits and Pipedrive will feel empty. If it's pipeline, Pipedrive's board earns its seat fee and Capsule will feel flat. Pick wrong and in six months you're migrating data, retraining two people, and losing a quarter of momentum. Your actual quoting rhythm decides this — not the brochure.