Network marketing CRM: what to track (and what to skip)

A CRM is just a list of people with notes, so you remember who said what and when to get back to them. Big sales teams use expensive software. A network marketer needs much less.

Two lists, not one

Keep prospects and team members apart. They need different things from you.

Prospects (people who might buy or join):

• Name and how to reach them
• Where they came from (a friend, your page, an event)
• What they asked or cared about
• When you last talked, and when to follow up next
• Status: new, talking, customer, joined, not now

Team members (people who already joined):

• When they joined
• Their next step in getting started
• When they were last active
• What they need help with

What to skip

• Long notes nobody reads again. One line per contact is enough.
• Lead scoring and complicated stages. "Talking" and "not now" cover most of it.
• Importing your whole phone book. Only add people who showed real interest.

Respect people's data

Only keep what you need, keep it private, and delete people who ask you to. If you email people, only email those who agreed to hear from you, and include a way to stop. In the EU and many other places that is the law, not just good manners.

A 15-minute weekly routine

1. Look at everyone whose follow-up date has passed. Message them.
2. Look at team members who haven't been active for two weeks. Ask how they're doing, not "why aren't you working?"
3. Update statuses. Move people who said no twice to "not now".
4. Pick three people to help this week.

That is the whole system. Consistency matters more than the tool.

When a spreadsheet stops being enough

A spreadsheet works until you have more conversations than you can remember. The signs: you forget follow-ups, you don't notice when a team member goes quiet, and you spend more time updating the sheet than talking to people.

DownlineAI keeps the lists for you: leads arrive from your page with what they asked, your follow-up emails go out by themselves, and your coach Remi tells you which team members are slipping and drafts the message. See it in a 2-minute demo.