CRM stands for Customer Relationship Management and there are lots of different CRM systems available.
The systems do what they say on the tin – they are a great way of managing a businesses’ relationships, though not just with their customers but their prospects, clients, employees, contacts, etc. They are also used for emailing marketing campaigns, diarising appointments and generally keeping track of all your interactions with your contacts.
There are a number of various CRMs to choose from; popular systems I’ve worked with for various clients are Asana, Trello, Monday.com, MailChimp, Less Annoying CRM, Prosoftware, ActiveCampaign and Capsule. There are loads to choose from though, free and paid, and it really depends on what you want and need for your business.
I’ve helped clients with their CRMs in many ways; by adding and updating contacts, setting up mailshots, amending diary appointments, updating projects, etc. Therefore, anything you need to keep track of really can all be held in one place on your CRM and can be updated regularly.
I’m more than happy to learn the different functions required on any CRM you may use – after all, if it saves you time that’s what I’m here for!