One thing I’ve learned working with startups:
You don’t need expensive tools to start closing deals.
I’ve worked with teams that had no CRM, so I built simple systems using Google Sheets to:
Track leads
Manage follow-ups
Keep the pipeline organized
It’s not about the tools-it’s about having a process that actually works.
Once the system works, then you can scale it.
A client would get their product live, and then ask, “Cool, but how do I see all the users? Or refund an order? Or fix this one record?” And suddenly we were building an admin panel nobody budgeted for.
Now we just use Retool.
Hook it up to Supabase or whatever API the project runs on, and in a day or two the client has a real back office. Tables, filters, buttons that actually do things. When something needs custom logic, we write a bit of JavaScript and move on.
We’ve also started using it for the boring-but-important parts of automation work. A simple screen where someone can see what an AI workflow did, approve it, or retry it when it breaks. Clients love this more than the fancy AI part, honestly.
It’s not magic, and it won’t replace a proper product. But for the stuff only your team will ever see, it’s hard to justify spending weeks on it.
If your ops still run on spreadsheets and “can you check that for me?” messages, that’s usually the sign.