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Operations · 14 February 2026 · 4 min read
Who owns the customer list when a rep leaves?
If the answer is 'whoever has the phone', you don't have a customer database. You have several private ones.
FQFarhan QureshiOperations
The most expensive CRM problem in a small business isn't licensing. It's the day a salesperson resigns and takes three years of relationships stored in a personal phonebook.
Controls worth switching on early
Restrict bulk export, mask full phone numbers for roles that don't need them, and make sure every customer conversation happens on a business number the company controls.