CRM for small business
Customer relationship management (CRM) is the core of every successful business, big or small.
While it may sound obvious, managing relationships effectively is essential—your clients are the heart of your business.
CRM is about truly understanding and serving your clients needs – Here’s how a CRM system can benefit you, your business and your clients.
Centralised client information
Remember when Helen went on holiday, and no one could easily locate the document she’d been working on?
Or when Sam was out sick, and everyone had to dig through emails for the info stuck in his inbox?
A CRM system centralises client information, making it quick and easy to access—saving time, reducing stress, keeping your business running smoothly and your clients happy.
Automated customer service
Are you familiar with clients are chasing you for updates, wish you could get ahead of them? With a CRM, you can.
Set up automatic updates, share project status with a single click or embed reminders into your workflows to keep you proactive, efficient, and in control.
Real-time data and reporting
Tired of waiting around for your team to produce reporting spreadsheets or sick of pulling data together yourself?
A CRM package allows to you know where your leads are coming from and how they’re converting. Avoid lost leads forgotten in your pipeline. Report on sales, turnover and sell through in real-time.
Understand your business, your team and your clients with greater clarity, make informed decisions quickly.
Save Money
When your business operates more efficiently you’ll save money giving you the opportunity to invest your resources more effectively.
Save Time
With a single source of truth for information, you and your team can stop searching and cross checking. Boost efficiency with automations and structured workflows.
Save Clients
With your team aligned and your services maximised, your clients get a better service helping to increase their trust, retention and your reputation.
Having first-hand experience of managing complex and multi faceted projects gives me the edge over software developers. This is because I understand the development process and the pain points that can arise.
I can help you supercharge how you work by building a bespoke CRM solution that works in your business. Want to find out more about how I can help?
“Never automate something that can be eliminated, and never delegate something that can be automated or streamlined. Otherwise, you waste someone else’s time instead of your own, which now wastes your hard-earned cash. How’s that for incentive to be effective and efficient?”