CRM – What is it and how can it help your business

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What is a CRM?

CRM stands for Customer Relationship Management system. A customer relationship management system is a database with client information such as:

  • Contact information
  • Sales pipeline
  • Conversation information
  • Ability to add tasks(eg. contact company x to talk about proposal)
  • Ability to store all interaction with customers
  • Scheduling/calander

How can CRM help your business

Having and using a CRM affectively can help your business by documenting interactions with clients in an easy to find place. As many of us know peoples memories are not perfect and having notes on previous conversations/emails can improve your relationship with both clients and leads.

To have a CRM will not help your business you have to use it effectively and if you have other people that work with you you need to have them using it as well. If you have other team members using this then when one person goes to contact someone they can see what other team members have discussed with the client. This can help you keep a professional look so when the client asks a question you are not surprised.

CRMs also helps you keep a track of leads and where what stage they are at. This can help you estimate you sales pipeline value for future earnings.

Some popular CRM platforms

Many CRMs are now cloud based allowing you to access from anywhere. Some examples of these are:

These all have integration features that can link into email marketing platforms and also referral plugins for websites.



Jake Gardner

Jake is an IT Consultant/Systems Engineer that works for a business that offers services to SMB clients. He runs his own business that delivers solutions geared towards online marketing and web design.

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