What is a CRM?

Details

CRM stands for Customer Relationship Management and if used properly, will be the heart of your business.

You'll store contact details of everyone you interact with in your business (leads, customers, vendors).

The core feature of a CRM is that is tracks all your communication with your contacts automatically.

If there is turnover in your business, a CRM will help you get up to speed really quickly on where things were left off with each contact.

You can "pimp out" your CRM with integrations so that when you do something in your CRM, it can trigger another action to happen in another software. For example, you can automatically generate invoices in Quickbooks Online from your CRM or you can log calls and text messages company wide if using a VoIP. These are just two examples among many others. For more inspiration, visit our CRM integration pages.

Google Sheets, Airtable and Notion are not CRM's (they are database tools and will not auto-pull in any communication).

Examples of good CRMs are Copper, Pipedrive. HubSpot and Salesforce.

Quick Links

Video Chapters

Transcript

What is a CRM? It is a customer relationship management system. If you have a business where you're corresponding to prospects and leads for sales or customers you want a central place where you can store all important information about them and also a trail of the history of your communication maybe you've worked somewhere before and they didn't have a CRM and they're using things like Google Sheets or different places to write notes about different processes in the business and different customer information sometimes this works but other times it can leave the team feeling overwhelmed and disorganized and it actually wastes a lot of time there are a ton of videos comparing which CRM you should use but we have a one minute short that'll Link in the description that covers the ones that we recommend.