Tag: CRM
8 articles
Automating new client onboarding in a small business
A starter form, welcome email, CRM entry, and one communication channel can organize onboarding without a complex system.
How much does a CRM cost for a small business, and where can you actually save
A CRM costs more than its subscription. Learn how to budget for licenses, implementation, and team time—and where to save without making sales harder.
Does a small business need a CRM, or is a spreadsheet enough?
Every now and then someone asks me whether they should finally get a CRM. The answer almost never depends on how modern that sounds, but on how many contacts you have and who's handling them.
CRM and GDPR in a small business: what you actually need to handle
Picking a CRM is one thing. GDPR in your CRM is another, something almost nobody thinks about until the first email demanding data deletion shows up. No legal jargon, just the stuff you can actually handle this afternoon.
CRM implementation: why your team goes back to spreadsheets after a week
You buy a CRM, run a training session, and two weeks later people are still typing data into a spreadsheet. That's not a technology problem. It's an implementation problem.
How to stop losing customers because you don't follow up
80% of sales require 5+ touches. Most businesses give up after one. Here's how to stop leaving money on the table.
Free CRM — does it make sense for a team under 10
Spreadsheet, HubSpot Free, or something simpler? Comparing CRM options for small businesses — no BS.
How to choose a CRM for a small business (and why I built my own)
I tested dozens of CRMs. None fit a small business. So I built LetMeWork.ai. Here's what I learned along the way.