“I have to ask three people to get one answer.”
CRM, inventory and agency reports tell separate stories. You assemble the business picture yourself.
“Leads fall through the gaps unless I chase them.”
Ownership and context disappear between handoffs. You step in to keep the funnel moving.
“If someone leaves, the process leaves too.”
The working knowledge sits with individuals instead of records, workflows and shared learning.
Because disconnected tools still need someone to connect the work. More automation alone won’t create clear ownership.