If your CRM is half used and half worked around, now is the time to fix it.

17 Oct 2026 · 1 min
1:02

In this advisory segment, Phil Risher explains that companies aiming for $5‑10 million in revenue succeed by using a Customer Relationship Management (CRM) system comprehensively—about 80‑90% of its features—rather than relying on patchwork workarounds such as notes and text messages. He warns that partial CRM adoption creates "leaks" in data, automation, and processes, which lead to bad decisions as the business grows. A fully‑utilized CRM provides a single source of truth that informs marketing, operations, finance, and management decisions. Risher urges businesses that are currently at $1‑2 million to evaluate and adopt the right CRM now, because a solid CRM foundation is essential for continued growth.

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