Yes.
You need a simple CRM — but your instinct is half right.
What's really going on
You don't have a storage problem. You have a follow-up problem. Phone quotes and referrals go cold in three days because nobody's job is to nudge them. Notion is fine as a lead database beside your docs, but it will not chase anyone — no reminders, no sequencing. Airtable and Grist can nudge you, but only after you sit down and build the automation. That build is the real work you're avoiding.
What to do instead
- Airtable (free tier; paid ~€20/user/mo — check current pricing) — one base, a "Quotes" table with stages (New → Quoted → Won/Lost), an intake form you fill in during the phone call, and a scheduled automation that emails you when a quote sits untouched for 3 days. Open airtable.com, start from the Sales CRM template, add a "Next follow-up" date field, then Automations → "When record matches conditions" → send email to yourself. 30 minutes.
- Capsule CRM (free tier for small contact volume — verify at capsulecrm.com/pricing) — if you'd rather have a proper pipeline with tasks tied to each contact instead of a dressed-up spreadsheet. EU-friendly, priced in € on paid tiers.
- The habit — same person opens the tool at 8am, every weekday, ten minutes. Without that, no software matters.
What you're being oversold
Pipedrive at roughly €14-15/user/mo is a sales-team tool built for reps working a pipeline all day — too much for a small cleaning shop taking calls. Jobber gets pitched hard to cleaning businesses because it does quotes → jobs → invoices, but you pay from day one for scheduling and dispatch you may not use yet. Doing nothing costs you the referrals you don't call back — and word-of-mouth dries up fast when someone waits four days for a quote.
When to revisit this
When you sign your second recurring commercial contract with a fixed weekly or monthly schedule.
The part worth getting right
Your business has two shapes inside it. Residential is mostly one-off quotes — Airtable or Capsule handles that forever. Commercial cleaning tends to become recurring contracts with scheduled visits, invoices, and a crew to dispatch — and that's a different tool entirely. Pick the wrong one and you'll either pay every month for job scheduling you don't use, or you'll be duct-taping three tools together by next spring. So the call is: which side of your book is actually growing?