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My CRM went down for 6 hours during a client onboarding call in Chicago last Tuesday

Had 4 new clients waiting on dashboards and the whole system just froze with no backup plan, anyone else caught without a manual process when their software tanks?
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kevin_bailey
Used to think manual backups were a waste of time and money until I lost a whole day of sales data last year when our CRM went dark for four hours. Now I keep a simple spreadsheet with client info updated every Monday just in case. It feels old school but saved me twice already when software updates went wrong. A paper list of client names and contact numbers taped to your monitor is honestly better than nothing.
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gibson.sean
gibson.sean1mo agoTop Commenter
Kevin, that bit about a paper list taped to your monitor got me. I've got a sticky note on my tool box with my wife's cell number written in sharpie, in case the whole damn computer system goes down and I need her to look up a part number. It's not exactly enterprise level security, but neither is standing in the parking lot yelling at your phone when the CRM crashes. I swear I've seen more small businesses saved by a single handwritten notebook than by their entire IT budget. Reminds me of my dad who kept his entire customer ledger in a spiral bound notebook until 2018. Said the cloud couldn't get wet if a pipe burst.
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