A Google spreadsheet or Excel spreadsheet can be helpful when keeping track of your clients when you’re starting.
Using a spreadsheet to manage your client list can be an economical option, especially if your client list is small.
I created a Google spreadsheet with the client’s names, email addresses, and dates I contacted them.
As a result, I kept track of who I contacted when and was able to send follow-up emails quickly.
I then wanted to add more information to my sheet. When contacts turned into clients, spreadsheets became more time-consuming.
I needed to find a solution that would allow me to quickly add, manage, and track my client’s information.
I decided to use a CRM system that would allow me to manage my contacts and clients in one place.
When does a CRM become necessary?
CRM (Customer Relationship Management). Having a large client base or people working for you.
CRM can help streamline communication and keep details from falling through the cracks.
CRM can also help you track customer interactions, analyze customer data, and create reports. It can provide insight into customer needs and preferences.
CRM: How can it help you?
You can automate the onboarding process.
It may seem unnecessary initially, but starting this process before being swamped with clients will be beneficial.
The system will be corrected before the rush begins, preventing any kinks.
Keeping track of client’s details.
Information about your clients and your business changes over time. Having all the information in one place will make the changes easier.
As a result, you will save time and effort in the long run. It will also prevent errors when sending messages or emails.
It takes time to find the right CRM for your business and budget.
Some CRM programs offer free trials that you can try out. Please take a look at each option before choosing one.
Compare CRM programs based on their features, costs, onboarding processes, and support options.
Once you have found the right CRM, you should take advantage of its features and integrations.
