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Small Business: Do I Need a CRM?

In business you can’t waste time and money on wrong tools.

  • What is a CRM?
  • Do you need a Sales CRM?
  • How can a CRM fit into your existing sales process?

If you are not using a CRM, your business is growing and you reach your goals, you may feel there’s no need for a change. Let’s have look at what you are currently using to track your customer information: Spreadsheets? Business cards? Emails?

A CRM can centralize the information. You can find addresses, notes from the last phone call, and emails in the matter of seconds. Getting the right information to the right person quickly is essential in any business.

A CRM can help you when you hire new employees, but it also helps you be more effective and profitable.

With a CRM you:

Know what to do every day
You know exactly who your customers and prospects are. Each day you see exactly who to follow up with in order to move to the next pipeline stage.

Personalize every interaction
With a CRM, you get an instant insight into all past conversations with your contacts. You can tailor every interaction and nurture your leads.

A CRM keeps everyone up to date, you’ll never forget an opportunity. Reminders, automations and insights will help you focus on deals that require immediate attention.

Can you afford a CRM? Investing in a CRM can feel scary for small business owners. The cost of small business CRM tools starts at only $12 per month for each user. The right CRM solution pays for itself.

Onpipeline is a great sales CRM to build and visually manage your sales pipeline, get and organize Leads from 3rd parties through web forms and API, and much more.