CRM enables small businesses to keep track of interactions with clients, manage follow-ups, and track deals - all to help strengthen relationships and increase revenue. By acting as a central location to organize all the moving pieces about clients, leads, and your team, CRM can help prevent details from falling through the cracks.
If you feel like you’re wearing many hats, a CRM for small business can be especially helpful for businesses that have plenty to do with fewer resources. Small businesses can leverage CRM to improve productivity and team efficiency, increase sales, client relationships, organization, and growth. Using CRM software can be the driver behind taking your small business to the next level.
If the list above sounds like you, then it’s time to start seriously thinking about implementing a CRM for small business.
A small business CRM system not only helps you store client and lead information, but it also lets you identify prospects, stay on top of follow-ups, and track interactions in one central location. Whether you’re a business of 1 or 50 people, when you properly implement a CRM, anyone can see when a client was last spoken to, what they asked, when they were last in touch, and anything else you may need to know if customer-centricity is a priority of your business.
When considering a CRM for your small business, before thinking about the features you’re looking for, there are several other factors to take into account before making your decision.
No two small businesses are the same, and while many CRM tools offer similar features, not every CRM will be a one-size-fits-all solution. Some CRM software focuses on sales, others on marketing, and some are even industry-specific. Others encompass various departments and are built around collaboration and operational efficiency. It’s important to balance the most in-demand features of any small business CRM while also considering the specific needs that will help you and your business.
Contact management: Keep track of contact details such as name, email, address, or any other kind of information you can collect about your clients.
Email integration: Integrate email so you can keep track of email correspondence history with leads and clients.
Interaction tracking: Track client interactions, like conversations by phone, email, meetings or any other channels to keep an ongoing history.
Project management: Track projects and tasks for your team surrounding client projects as well as internal projects.
Reporting and analytics: Report on sales, leads, and other data you collect in your CRM. Consider the capability for custom reporting if you have very specific analytics needs.
Lead management: Track leads from initial meeting to closed deal.
Pipeline management: Track deals through various stages of the sales pipeline. This streamlines each deal for a visual, consistent, easy to follow customer experience.
Tasks management: Track to-dos with deadlines, set reminders for tasks, and prioritize to-dos.
Integration: Connect your small business CRM to other tools or apps you use to share information or automate processes.
Mobile access: Capture, edit, and update client info from your mobile device on-the-go.
Just as important as your CRM tool itself is the customer service and support you will get from your CRM for small business vendor.
You should also look for the opportunity to test out the CRM with a free trial or demo so you can assess if you’ve chosen the right small business CRM system. Most importantly, never forget that you can also rely on your peers to tell you the truth. Websites like Capterra, G2.com, and smallbizcrm offer reviews and ratings from verified users, best-of lists, and awards for high-performing software, all based on what real customers are saying. What are the pros and cons? Are these reviewers facing the same problems you are?
Most CRMs focus solely on clients and sales without helping you manage projects and tasks. Daylite is a Mac CRM that does both - helping you organize all the different steps, people, decisions, emails and tiny details of each project in one place
Daylite is made for small businesses that need to manage both clients and projects. Daylite is ideal for small businesses in professional services such as consultants, real estate agents and brokers, financial advisors, marketing agencies, photographers, and videographers. Daylite also benefits small businesses with a long sales cycle that keep track of leads in various stages, such as manufacturers or wholesalers.
If you’re a small business that uses Macs, iPhones, and iPads and you’re looking for a more organized way to manage your clients and projects, Daylite could be the small business CRM for you!
What Daylite can help you with:
For a small business, keeping track of follow-ups and projects can be challenging. When you're wearing many hats, juggling all the details is stressful. While there are many CRMs that help you manage clients and leads, they don't help you manage the moving pieces of client projects and to-dos.
Daylite is designed for small businesses that need to track the full lifecycle of a client. Daylite is there from initial meeting to closed deal and all the way through a finished project - including following up for repeat business. Daylite helps small businesses work more efficiently so you can close more deals and get more done, all without having to hire more people.
Here’s how Daylite helps you do it:
Follow up and stay top of mind with your prospects, clients, and vendors. Using Daylite's powerful filtering options, you can organize and segment people into custom lists for email campaigns or spotting clients or leads that you haven't touched base with in a while.
Keep track of all the tiny details about your clients without having to rely on your memory - impress them with a personalized experience by remembering the little things.
Manage more projects without having to hire more people. Keep track and organize all the different steps, people, decisions, emails and tiny details of each project – all in one place.
|Contact & Lead Managment|
|Apple Mail Integration|
|Quotes / Estimates|
|Unlimited Deal Pipelines||1 Deal Pipeline|
|Roles & Permissions|
|Offline Access||Mobile only||Mobile only||Mobile only|
Data as of August 2019
*Prices shown in USD
Nelson Elder Care Law
“Daylite helps us stay on top of contacts and tasks. When we saw we will follow-up with someone, we keep that promise.”
Love Your Hood
Daylite is a Mac CRM built for small businesses by a small business. For one affordable price, Daylite gives you interaction tracking, calendar and reminders, email templates, deal pipelines, project management, and more.
Manage more clients and projects without things slipping through the cracks.Start 30 Day Trial
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