In this video, I break down what a CRM is actually supposed to do (manage relationships + centralize communication) and then I get blunt about the “CRMs” you shouldn’t use—Notion and Airtable. The big issue is simple: they don’t ingest your team’s emails out of the box, so you miss the core benefit of a CRM (a single source of truth for conversations). Yes, you can duct-tape it with Zapier/Make, but then you’re basically building a CRM instead of running your business. From there, I walk through the CRMs we do recommend for teams roughly 1–300. If you’re mostly doing contact management and relationship building, folk is my top pick—especially if you were considering Notion/Airtable—because it feels database-like (bulk edits, inline fields) while still behaving like a real CRM. If you need deeper integrations, reporting, and workflow automation, I point you to Copper (or Pipedrive if you’re on Microsoft 365). I also share one of the biggest setup mistakes: relying on endless individual tasks. Instead, I recommend organizing work by stages with grouped steps—because it’s cleaner, easier to manage, and sets you up for automation later.