An honest guide
Is Figgy right for you? Honest answer.
Every CRM says it’s simple. Most are not, and another guide telling you to “evaluate your needs” is not much help. So here’s the straight version: who FiggyCRM is built for, who it is not built for, and what to use when it is not the fit.
Figgy fits if.
Solo or a small team
Everyone who uses the CRM also talks to customers.
Runs on relationships
Follow-ups, phone calls and emails, not funnels.
Quit a CRM before
Keeping it updated became its own job.
Want the reminder, not the ritual
Contacts, deals, projects, tasks, follow-ups. That's the list.
Figgy is wrong for you if.
These are real needs. Figgy leaves them out on purpose, and we’d rather you know now than halfway through your trial.
You need to bill, track time, or send proposalsWhyClose
Invoices, contracts, proposals, time tracking, and client portals are important parts of running many service businesses. FiggyCRM doesn’t do them, on purpose. Keep QuickBooks for the invoicing and time tracking, and whichever e-signature tool you already trust for the proposals and contracts, and let FiggyCRM hold the relationship.
You want marketing automationWhyClose
Sequences, drip campaigns, lead nurturing, landing pages. That's a real need and we don't do any of it, on purpose. Use a dedicated email platform like Mailchimp for that, and keep FiggyCRM for the relationship.
You run enterprise sales operationsWhyClose
Approval chains, territory management, forecasting committees. That's enterprise software, built for enterprise budgets, and at that scale it earns its price. FiggyCRM is for the team that doesn't need any of it.
You live in pipeline analyticsWhyClose
Weighted forecasts, conversion reports, velocity dashboards. Plenty of tools do this well. We show you four numbers on purpose: open deals, won this month, follow-ups due, and contacts.
You want automationsWhyClose
If-this-then-that builders, triggered actions, bots. We left those out deliberately, because every automation is a thing that can silently break your data while you sleep.
Questions to ask any CRM. Including us.
Will your team actually open it every day?
The best CRM is the one that gets used. Fancy features you never open are just line items on an invoice. Whatever you pick, run a real trial with your real contacts before you commit.
What does it really cost?
Watch for per-feature tiers, paid add-ons, onboarding fees, and annual contracts you get talked into on a call. FiggyCRM is $30 per user per month, flat. Every feature, monthly billing, no calls.
How long does setup honestly take?
If the answer involves an implementation partner, that's a different kind of product. With FiggyCRM, setup is three steps: export contacts from your old CRM, drop the file in, turn on email reminders. Done.
Can you leave with your data?
Ask this one before you sign up, not after. In FiggyCRM you can export everything, anytime, from Settings. Your data is yours. A CRM should earn next month, not hold your contacts hostage.
Still here? Good sign.
14 days free. No credit card required.
Want the full tour first? Read Figgy Unsupervised, our user guide. It’s short and genuinely fun to read, which isn’t a sentence anyone has said about a CRM manual before.
