// The situation

Aluminum anodize business, receiving 2 business to business inquires per month. Mostly from referrals, some from google. I am the only sales person, quoting the jobs. Follow ups are dropped, not enough new inquires hitting the door. Typical job is $250, 80% revenue from a few big accounts

The verdict · Jun 26, 2026

No.

You don't need a CRM. You need a follow-up habit and more shots on goal.

What's really going on

Two inquiries a month is 24 a year. You're not losing deals to a missing pipeline tool — you're losing them because nothing pings you on day 3, day 10, day 30. And $250 jobs from a handful of big accounts means the real risk isn't the small quotes slipping. It's one anchor customer going quiet and nobody noticing for a month.

What to do instead

  1. Google Sheet, free — one tab: company, contact, quote sent, next touch date, status. Sort by next touch date every Monday morning.
  2. Google Calendar, free — when you send a quote, create three events on the spot: +3 days, +10 days, +30 days. Title them "Call [company] re: quote." Your phone will nag you.
  3. The habit — every Friday, pick five past customers who haven't ordered in 60+ days and text or call them. This is your real growth lever, not new inbound.

First action, do it today: open a sheet, list every open quote from the last 90 days with a "next touch" date in column E. 30 minutes, you alone.

What you're being oversold

Anyone pitching you HubSpot, Pipedrive, or worse — Apollo or ZoomInfo — at two inquiries a month is selling software you'll log into twice and abandon. Pipedrive is built for teams with 30+ live deals. You have maybe four. The cost of doing nothing isn't the dropped follow-ups on $250 jobs — it's that 80% of your revenue sits with a few accounts you're not actively nurturing, and one of them leaving quietly would hurt more than a year of missed quotes.

When to revisit this

When you're getting 10+ inquiries a month, or when you hire a second person who also quotes.

The part worth getting right

Your real problem isn't follow-ups. It's that 80% of your money rides on a few accounts, and you're hunting $250 strangers instead of protecting them. So the fork: if those big accounts are stable and growing, your move is account expansion — more SKUs, more parts, standing orders — and inbound barely matters. If those accounts are flat or shrinking, you have a concentration problem, and chasing referrals won't fix it in time. One path is a key-account playbook. The other is real outbound to similar shops. Pick wrong and you spend a year polishing quotes for the wrong customers.

Honest opinion · No affiliate links · public Get your own →

Did this actually help?

A binary signal so we know which verdicts are landing — and which ones aren't.