One pipeline, two people, two weeks, and if you can, do it in the off season. Setting up a system during your peak weeks is a way of guaranteeing it is set up badly.
Import a real slice: the last ninety days of enquiries and every open booking or quote. Sample records prove only that sample records display.
Hold one rule for the fortnight. Anything in that pipeline is worked in the system and nowhere else, since parallel running in a spreadsheet guarantees an inconclusive result and double the effort.
Write down three numbers before you begin and check them at the end: time to first response, open enquiries with no contact in fourteen days, and conversations logged per person per day. If you have field or site staff, add whether they actually used the mobile app without prompting, which is the honest measure of whether it works in your conditions.
On cost, compare the twelve-month total rather than the monthly headline: the tier that genuinely holds the features you were shown, any onboarding fee, calling and texting where billed separately, and any minimum seat count. HelloGrowthCRM is $10/user/month billed annually with no minimum seats, and there is a free plan you can carry a real pipeline on while you decide.
Related reading: CRM software for US teams, small business CRM, CRM with a built-in dialer, lead management software, the free CRM plan, and pricing.