Where should notes and follow-ups live in a small team?

Notes live in Trello, Google Drive, spreadsheets and people's heads. Follow-ups slip because nobody sees them all.

Do it yourself

Pick one home
Choose one place and say so. Everything else becomes read-only.
Move only open items
Bring over what still needs action. Leave the archive where it is.
Next step and date
Every person or deal has one next step and when it's due.
Review weekly
Fifteen minutes a week to close, move or reassign each item.

HubSpotA CRM with a free version that does not expire.
PipedriveA sales pipeline CRM built around activities that move deals forward.
AirtableDatabases you set up yourself to fit your team's work.
StreakA CRM built directly into Gmail.

The Block Runway becomes the one page where follow-ups wait, built from your inbox, calendar, files and meeting notes.

Follow-ups found for you
The Block Runway reads your connected inbox, calendar, Drive and meeting notes for what's owed.
One page of questions
Each follow-up arrives with the reply or next step ready.
Kept current
Answered items leave the page, and the list of finished work grows.

Trello is not a connection on The Block today. Move its open items once, or keep it as an archive.

Our notes and follow-ups are spread across Trello, Drive and spreadsheets. What should we use?

Pick one home, give every open item a next step and a date, and review the list once a week. The tool matters less than the habit.

Do I need a CRM?

If follow-ups slip, you need one home for them. That can be a CRM, a shared sheet or The Block Runway's page.

Can meeting notes create follow-ups?

Yes. With meeting notes connected, The Block Runway turns what was promised on a call into follow-ups for your yes.

Public pages read on October 14, 2026. Prices and features change; check each site before you choose.

Pick a time for a short call. Bring the chore that eats your week.