As your business grows, so do will your customer and prospect bases. Keeping track of these can be a nightmare – if not, impossible. That’s where the use of CRM – customer relationship management – comes in.

Setting up a CRM tool that synchronises with you email account and feeds into your project management can save you a lot of trouble in the long run.

We recommend that smaller businesses use Insightly – a free CRM tool with basic project management features. We can help you set up the system and train you on how to make the most of it. We can also help you integrate it into your existing systems such as email, project management and website.

Keeping track of existing customers and prospects

When you grow your prospect and customer bases, it can be hard to keep track of everyone. With a CRM system, you can track every email sent and received and keep notes of contact information and who knows who.

Good use of customer relationship management tools can help you build relationships with many people at once without losing track of who’s who.

CRM improves repeat business

Often, the easiest business to get is repeat business from past/existing customers. But few companies are properly geared up to do this. By keeping records of existing customers, you can contact them with offers and promotions to keep them coming back.

If you contact people directly, having a record of past emails and work can help you make their experience more personal. You can even link up their social media accounts to get a better idea of who they are to help you target repeat business.