Do you keep your client information in a spreadsheet or on pieces of paper? When you're out and about, do you wish that you had quick access to your client information?
The next step in growing your business may be to use a Customer Relationship Management system or CRM for short.
Having a CRM helps you to maintain records of your customers/clients and keep track of their details so that you can better serve them effectively. It also helps you to follow up on leads, and secure those new work opportunities.
CRM programs can range from large complicated systems - suitable for larger companies, to smaller simple systems for small businesses.
I generally don't recommend any one particular CRM program as different businesses require different features, and it will depend on your budget. However you will find that Insightly is often recommended as they have a free version, and you can get a feel for what comes from using a CRM.
Contact me if you would like to find the right CRM program for your business.
The next step in growing your business may be to use a Customer Relationship Management system or CRM for short.
Having a CRM helps you to maintain records of your customers/clients and keep track of their details so that you can better serve them effectively. It also helps you to follow up on leads, and secure those new work opportunities.
CRM programs can range from large complicated systems - suitable for larger companies, to smaller simple systems for small businesses.
I generally don't recommend any one particular CRM program as different businesses require different features, and it will depend on your budget. However you will find that Insightly is often recommended as they have a free version, and you can get a feel for what comes from using a CRM.
Contact me if you would like to find the right CRM program for your business.
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