Every owner has some version of this: they bought the CRM, set up the pipeline, trained the team, and within six weeks it was stale. The diagnosis is always "the team isn't disciplined." It almost never is People maintain a system when the system returns something to them. Your CRM currently takes five minutes of typing and returns nothing to the person typing. It returns something to you: visibility. So you're asking someone to do admin for your benefit and calling it a process problem when they stop. Three structural fixes before you touch a setting. 1. Make the record the work, not a report about the work. If the proposal gets sent from the CRM, the CRM stays current. If the proposal gets sent from email and then logged, it won't. Anything that requires a person to describe what they just did somewhere else is a losing design. 2. Cut the required fields to the ones you'd act on. Go through your form and ask, for each field: what decision changes based on this? If nothing, delete it. Most CRMs die of field bloat. 3. Decide who the system is for. If it's for you, own the data entry yourself or automate the capture. Don't distribute the cost and centralize the benefit. Only after those three does the tool question matter. The Field Audit List every required field in your CRM. Next to each one, write the decision that changes based on it. Delete every field with a blank next to it. Most people cut between a third and half. What's left is what people will actually fill in.