Tried it for a fortnight fully expecting to churn. Instead I moved every client record across and cancelled two other subscriptions. The import kept my tags, which no other tool managed.

If you keep people in a spreadsheet and feel slightly guilty about it, this is the fix. Same columns you already had, except it tells you when someone has gone quiet.

I have run searches out of five different systems and every one of them wanted me to behave like a sales team. Long stage names, deal values, forecast fields I never once filled in.

Here I keep one list per search and one per client, and the two never bleed into each other. Honestly that is the only reason I stayed past the trial.