When you’re a small team, every tool you use needs to do more with less. You don’t need complex enterprise features—you need a lean, reliable CRM that helps you close deals, manage tasks, and stay organized.
This ultimate checklist will help you evaluate if your CRM (or the one you’re considering) is really fit for your growing business.
✅ 1. Easy Contact & Lead Management
- Add, import, and edit leads in seconds
- Tag and segment leads by interest or stage
- Auto-import from emails or lead forms
PEX CRM helps you capture, organize, and nurture leads with zero friction.
✅ 2. Task Assignment & Reminders
- Assign tasks to team members
- Set deadlines and reminders
- Follow progress across stages
Even if you’re a 3-person team, clear task delegation matters.
✅ 3. Built-In Estimates, Invoices & Proposals
Forget switching apps. Your CRM should:
- Create professional-looking proposals
- Convert them to invoices automatically
- Accept payments via Stripe, PayPal, or others
PEX CRM connects your sales and billing workflows in one place.
✅ 4. Project & Task Management
If your work involves deliverables, you need:
- Milestone tracking
- Gantt charts or boards
- Project-specific time logs
PEX CRM comes with full project management, so your CRM doesn’t stop after the sale.
✅ 5. Built-In Support Ticketing
Even small teams need to stay responsive.
- Convert client emails to tickets
- Assign to the right person
- Track and respond in one place
PEX CRM includes a support system by default.
✅ 6. Automation Without Coding
- Send follow-ups automatically
- Trigger tasks or reminders
- Re-use workflows easily
Small teams save big time with automation.
✅ 7. Affordable Pricing & Ownership Options
PEX CRM is built to be cost-effective:
- SaaS = quick setup
- Self-hosted = full control
- No per-user pricing traps
You own your CRM, your data, and your growth.
🧠 Pro Tip: Small Team ≠ Small Ambition
You don’t need 100 features.
You need 10 features that actually work.
PEX CRM was built to do exactly that.
