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August 12, 2025 11 mins

If your CRM makes you want to throw your laptop out the window… it might be time to talk. In this episode, I’m breaking down the signs your tools have stopped working for you, why we drag our feet on switching, and how to make the leap without losing your sanity.

We’ll cover:

  • Why outgrowing your tools is actually a sign of business success
  • Common red flags it’s time to move on
  • The sneaky ways we “make do” and why that’s not sustainable
  • How to choose your next platform without drowning in options
  • My step-by-step approach to a smooth, less-chaotic migration

Your tech stack should make your life easier, not harder. If yours is creating friction, this is your permission slip to upgrade.

Links:

Don’t want to do this alone? With BizMagic Tech Magic, we help you decide what platforms are still working for you, what platforms to switch to, and we can even handle the whole migration! Learn more here!

Learn more about BizMagic or the BizMagic Podcast.

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