CRM Resources Roundup
Why You Need a CRM for Your Business
“CRM” stands for a Customer Relationship Management. There are multiple CRM systems available, and I like to think of it as a software system that focuses on nurturing and serving your customers.
If you’ve been in business for a while and have more than a handful of clients, a CRM is a key way to streamline your business and prepare it for growth (and, eventually, selling).
Here’s how a CRM can help you.
Pros and Cons of CRM Systems
Not all CRM systems are the same, and choosing the right system for your business can be daunting. I have reviewed two popular systems that I’ve used extensively and listed out some of the pros and cons you can use when weighing your options.
The TOP 3 Systems your Business Needs
It doesn’t matter if you’re a new business owner or a serial entrepreneur → one of the easiest ways to grow your business and gain back more time and money in the process is to organize, systematize, and optimize your systems for scalability.
POPULAR CRM SYSTEMS
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Dubsado CRM
For the Type-A Pro who loves their services and systems! Automations don’t scare you—and you’re not afraid to get into it. Bonus: you dream of coded proposal designs you can buy and install yourself!
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Hello Bonsai
For the mid-tier team. You need a simple and easy system, and they want some automations, but not ALL the customization and code. Easy to grow into!
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Honeybook
Pretty dreamy for the Type-B Pro who’s looking for flexibility, ease, and simplicity, but it lacks robust automation. Good if you don’t need much in the way of service!
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