Do I Need a CRM System?

Do I need a CRM system?

We started our businesses to do what we do best, but did we expect to also be the Admin Assistant, the Finance Manager and the Development Exec? I don’t think so! We have a lot to do in our work week and let’s face it, our businesses should fit around our lives and not the other way around. So, how do we make running a business as simple as we can whilst providing our clients with an incredible experience?


CRM stands for Customer / Client Relationship Management and when implemented properly can transform the day-to-day running of your business.

Of course, this doesn’t apply to every business, and there is no one size fits all however if you are looking to really focus in on your client experience and making sure that when they work with you they are constantly impressed, and tell their community…then a CRM can turn your business in to a referral machine.

A CRM can store and manage your clients’ details, allow you to track your leads and review your most lucrative source (your website, Instagram, LinkedIn, Google etc.) It can also shave endless hours off sending contracts, booking appointments and keeping on top of invoices.

Top reasons I use a CRM system to manage my business:

  1. To send proposals, contracts and invoices seamlessly
  2. To allow my clients and leads to book in calls automatically
  3. Automation workflows means no more searching your sent items for that email you sent the last time you onboarded a client
  4. Embed lead capture forms on my website



Here are a few reasons why you should consider a CRM:

  • You are struggling to keep on top of your leads
  • When onboarding new clients you forget steps and are not providing a consistent experience
  • Booking in catch up calls and appointments takes up too much of your time
  • You would like to work with more clients but you have no more time in your day
  • You are using multiple systems and tools to manage your business and it’s becoming overwhelming

If you’re sat there thinking ‘YES, that’s me’ then it may be time to seriously consider implementing a CRM system. A lot of businesses wait until their ‘backend’ is broken beyond repair – this, along with a lack of boundaries, is the perfect recipe for BURNOUT.

My top CRM picks for small business owners:


What you can do today…

Make yourself a cuppa, sit down with a notebook and have a think about where your business is at the moment – do you feel in control? Is your client experience as good as it can be? Could you do with an automated (yet personable) workflow to nurture your clients and turn them into referral machines?  If the answer to that last question is yes, you might just need a CRM system.


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