What is a CRM? How It Can Benefit Your Business

What is a CRM? 

CRM stands for customer relationship management. In this blog post, we will dive into customer relationship management and discover how it can help you improve your business relationships, streamline your processes, and ultimately boost your profitability.

As a solopreneur, you might think a CRM is unnecessary, but that could not be further from the truth. If you started your own business, you are your boss. But along with being the CEO, you’re also the accountant, marketing manager, creative director, executive assistant, and many more titles. If you don’t do it, it doesn’t get done. And if you need help doing it all, you need a CRM. A CRM can differentiate between a successful solopreneur and one struggling to stay afloat.

I did not start with a CRM and was too busy to get started with one. I use one now (Honeybook, then Dubsado, then back to HoneyBook). So, if you are new, now is the time to start thinking about a CRM, especially if you are working with clients.⁣

What is CRM for?

It’s perfect for independents, freelancers, entrepreneurs, or small business owners that want to consolidate services. Do you want to manage your business from one place so you can book clients faster and with less effort? Then maybe you should consider using a CRM.

Small businesses often need to do more with fewer resources. A CRM system allows them to manage their customers more effectively and efficiently. A study by Aberdeen Group found that companies using CRM grew at twice the rate of those not using a CRM system!

Your customers are the lifeblood of your business. To keep them happy and coming back for more, you need a system that allows you to track their interactions with your company across all channels. This is where CRM comes into play.

A CRM system benefits any company that wants to store customer or prospect information in one place. However, it’s useful for businesses in sales, customer service, business development, and marketing.

Here’s why CRM matters to your business.

A CRM system is designed to help businesses manage customer relationships by providing a clear view of customer history, preferences, and interactions with your company. It also helps make marketing campaigns more data-driven and forecasting easier. And best of all, it gives you clear visibility of leads coming in from inquiries to sales so that you can close more deals faster.

Simply put, CRM matters because it helps companies become more customer-centric. By aggregating information from several different sources and making it easily accessible to everyone in the company, CRM systems allow businesses to provide better service and increase engagement and revenue. So if you’re not using CRM yet, now is the time to start!

 A CRM can help you can automate the busy work in your business.

What does a CRM system do for your business?

A good CRM will at least like have lead management, contract and invoice templates, client communications, and online payments. You can provide a professional client experience that showcases your brand so you stand out every time.

A CRM system is a great way to keep track of all your customers in one place. It can help you build better relationships with them, and it can also help you win their business and keep them happy.

CRM systems collect data from multiple sources and channels to provide a single view of each customer over time. This data is used to manage day-to-day company activities, such as customer interactions. The collected data can also help marketers and sales teams engage prospects with the correct information at the right time.

An excellent CRM allows you to set up a smooth experience for your clients based on your business process so that everything from the initial inquiry to kick-off questionnaires, document sign-offs, service selection, contracting, invoicing, getting paid, and more can work simultaneously.

Furthermore, CRM systems are more open and intelligent, which helps automate tasks that might otherwise take up a lot of time. They can also predict customer behaviors, increasing the efficiency of outreach. Finally, businesses can use AI to find opportunities hidden in their data using tools like machine learning algorithms.

No matter how stable your industry seems, it’s constantly evolving – and your business needs to be ready for whatever comes next. In addition, customer expectations will continue to push your business to grow over time, even if external forces are not making you. That’s why a cloud-based CRM is so important – it gives you the flexibility and scalability you need to keep up with the competition.

Choose the best CRM for your small business.

A CRM system is an important tool for businesses of all sizes. It can help you improve existing customer relationships, acquire new customers faster, and grow better. However, to get the most out of a CRM system, it’s crucial to understand how it works and what it can do for your business.

The first step is to choose the right CRM for your small business. The CRM system is free and easy to use, and it helps companies to improve their customer relationships in several ways. For example, the CRM system can help you:

  • -Sends out custom emails, so you can respond to messages quickly
  • -Provide legal contracts
  • -Provide compelling experiences that meet or exceed customer expectations
  • -Make booking super simple for your clients by sending them a contract and invoice in one

Benefits of a CRM

Improves Customer Service

A CRM system helps to improve customer service in a few ways. Most importantly, it provides a single source of truth for all customer information. This means that all relevant data about each customer is accessible to anyone on your team who needs it, whether in sales, marketing, or support. Additionally, contact data is automatically updated whenever it changes (for example, when a customer updates their contact information), so important information is less likely to be lost or forgotten. Finally, CRM systems can help identify unhappy customers before they have the opportunity to leave your company.

Increase in Sales

CRM systems have been shown to increase sales productivity by up to 30%. In addition, they provide a more personalized customer experience, which can lead to increased sales. CRMs often include goals to increase profitability and customer retention. Additionally, CRM systems can access all customer-facing voice, chat, and email touchpoints in one place. This allows teams to work better together and improves communication.

Retain More Customers

CRM can provide the customer with a better experience and increase sales. As a result, CRM helps you win new business by understanding customers better, which leads to higher profits. Finally, CRM software can help you identify your customers’ needs and execute or deliver those needs.

Establishing a healthy relationship with your customer base is key – and that’s where CRM comes in. With its ability to track all customer interactions, not just sales but also service inquiries and support tickets, you can keep closer tabs on what they need from you and give it to them quickly and effectively. This builds trust over time and encourages them to come back again for more later on.

Higher Efficiency

There are many benefits to using a CRM system, such as better workflow, easier collaboration, and project management. Task automation decreases the amount of repetitive work and gives more time for cognitive tasks. Dashboards and analytics provide insights into your business processes which will help you optimize them.

Better knowledge sharing

When it comes to knowledge sharing, a CRM can be an extremely valuable tool. By centralizing all customer data in one place, everyone in the company can access it. This makes it easy for teams to collaborate and share information. It also allows for better communication with customers who are interested in what your business does.

In addition, a CRM helps teams create, change, and monitor processes easily. This means that changes can be made quickly without disrupting the daily workflow. Finally, advanced reporting tools help develop more sales through detailed analytics on performance over time (including in-depth reports).

More transparency

A CRM system provides transparency and mutual understanding between an organization’s sales team and management. For example, the system allows managers to track the progress of each sales agent and see how different products are selling. This helps to create a more efficient workplace where everyone knows what needs to be done to reach targets.

CRM is a game-changer for solopreneurs like yourself. It empowers you to build meaningful customer relationships, streamline processes, and maximize profitability. So, if you haven’t already embraced the power of CRM, now is the time to do so. Remember, success is not just about a great product or service; it’s also about the connections you build with your customers. With CRM by your side, the possibilities for your business are endless.

What Types of CRMs are available?


Example of how it looks on the inside.


A look at some of the templates in HoneyBook


What appears when you first open Dubsado

Pros & Cons of each CRM


  • Good if you like Kanban boards (like Trello)
  • Can send automated emails
  • Has automated workflows
  • It’s $30 a month if you want automations.
  • You can use a free plan only to manage your tasks.
  • Able to capture leads, track sales, and manage contacts.
  • Has drag-and-drop customization.
  • Works with other third-party platforms
  • Excellent for people in real estate.


  • Can set up recurring payments
  • They have templates for contracts, invoices, and more.
  • Can combine your proposed services, contract, and invoice in one file. Lawyers approve the contracts.
  • Accepts online payments with a 3% service charge.
  • It has a Chrome extension.
  • With my link, there is a 7-day free trial, and pay$1 a month for the next eight months; the other months are 50% off. Or pay $96 a year (best deal!) –
  • It doesn’t have a calendar for clients to sign up on your website. But you can integrate some calendars by using Zapier. THIS HAS CHANGED, BUT I DON’T USE THEIR CALENDAR.
  • You can use the mobile app for most things.


  • You don’t have to pay for the first 3 clients. But if a lead doesn’t follow up, that counts as “a client.”
  • Has free training on how to use their software.
  • Not intuitive. Steep learning curve.
  • Unlimited projects & clients
  • Can do payments plans for your clients
  • Has a very nice calendar you can insert on your website.
  • The lowest plan is $20 a month, but it doesn’t come with automation which saves time. You also can’t use the scheduler that lets clients book from your website.
  • The best plan which can do everything is $40 a month.
  • Use my link and get %20 your first month or for the whole year.

My favorite CRM for business is Honeybook. It’s easy to use and intuitive. The customer service is also great.

This post may contain affiliate links, sometimes banners too which means that if you click on the link and purchase the product, I will receive an affiliate commission at no extra cost. I would not recommend something I do not think is an excellent tool to help you grow your business.

The best dollar you'll spend this month. HB $1 a mont

Pin It on Pinterest

x Logo: ShieldPRO
This Site Is Protected By