Even though I have written about CRM software for decades, I was still using an Excel spreadsheet to run my membership business. It was a massive, complicated, color-coded Excel spreadsheet with 13 tabs. I hesitated to share it, even with my business partner, for fear someone would mess it up. We looked into CRM solutions in the past, but as a very small business, we felt that every system was overly complicated and too expensive. I just wanted a solution that was simple, fast, secure, and affordable. Oh, and completely customized to the way I wanted it to work. That may sound impossible, but I am happy to say that I finally found it: P2xRM from P2 Automation. This is our story…