There’s no question that customer relationship management software (commonly referred to as CRMs), plays a crucial part in the operations and management of the operations of many large companies. However, it is oftentimes less clear to small business owners how CRMs can fit into your small business’ daily operations, client management, and budget.

First, what exactly is a CRM? Customer Relationship Management is simply a general term for a nifty software organization system that helps you keep track of your business communications, leads, and clients. A customer may first enter your CRM by inputting an email or filling out a form on your website. From there, CRMs automatically consolidate all communications, meetings, documents, quotes, tasks, and purchases by individual leads and clients. More advanced CRMs can also track more data like website click tracking and generate personalized lead emails.

The benefits of CRMs- enhanced time management, organization, and efficiency- are no different for small businesses than for large ones. As small businesses oftentimes have fewer employees than larger businesses, the impacts of a CRM system’s organization and time management benefits may even be more obvious.

Instead of relying on dozens of complex spreadsheets and apps to keep track of client data, CRMs automatically consolidate information, eliminating the need to manually update information as your business receives it. Rather than constantly worrying about inputting and updating clients’ small details, you can focus on what you do best- growing your business.

CRMs are also great for clients, who benefit from a more personalized experience. Whether it be customized emails to clients (many CRMs even offer sample template emails) or targeted ads, you barely have to lift a finger once the process is automated. Client retention is essential to small businesses, and CRMs can help strengthen customer loyalty.

If you have more than 100 contacts or clients, investing in a good CRM can help you level up your small business. CRMs, which are usually priced per user and by package level, can initially begin at very affordable prices. Some services even offer limited free packages, allowing you to test basic services and assess your interest without making a commitment. Most CRMs are also easily scalable; as your client base and number of employees grow, so can your system.

While CRMs may initially seem confusing, they offer valuable time management and client personalization benefits, making them a worthwhile, low-stakes investment for you and your small business.

As a woman-owned, small business, we know what it feels like to have a passion for the work you do, and a desire to share it with the world. Help us help you! Contact us to set up a consultation with our team of industry-leading experts today, and check out our new service, Always Working, geared specifically towards small businesses and entrepreneurs.