What’s a CRM?

One of the most common questions I get asked is…….

How can I manage all our client contact details?

Each lead that comes into your business needs to be logged. When you first begin your business it’s easy to have peoples details written down on a piece of paper…. But as you grow those little bits of paper get lost, meaning you’ve potentially lost a project.

What you can invest in, is a CRM – Customer Relationship Manager.

A CRM is a online piece of software that can be accessed by your team members to log particular information…
Like:
Their basic contact details
Their project information
What their budget is
When they want to start work

…and whatever else you want really.

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Do you have a question you’d like answered? Send me an email with your question and I’ll return with a video for you.

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