All questions
What is a CRM and when does my business need one?
Short answer
A CRM is a system that holds all your clients, enquiries and sales opportunities, with each one's history and next steps. Your business needs one when sales start depending on someone's memory or on spreadsheets nobody updates.
Signs you already need one
- Enquiries get lost because nobody followed up.
- Client information is scattered across email, WhatsApp and spreadsheets.
- You don't know how many deals are in progress or what next month's revenue looks like.
- When someone is off, nobody knows where each client stands.
- The same tasks are repeated by hand: quotes, reminders, alerts.
Off-the-shelf or custom
Ready-made CRMs work well for standard processes. A custom one pays off when your sales process has its own steps, or when it needs to connect to systems you already use.
Related service: CRM Systems
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