3 steps:
1) Unify data entry (leads/customers/contacts)
2) Implement core processes (follow-up/quotation/contract/payment)
3) Iterate with reports (conversion/AOV/cycle)
A good CRM grows with your business.
Lightweight CRM for SMBs: Build an Iterative Customer System in 3 Steps
Start small with a usable loop instead of a heavy all-in-one system.