The CRM for small business you choose will become a critical tool for your company as you work on building relationships with your clients. Finding the right software can feel overwhelming, so this page walks you through everything to consider when choosing the best CRM for your small business.
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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.
Many small businesses struggle with:
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 50 or 100 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.
With a CRM for small business, you can:
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.
Future growth: As your small business grows and adapts to changes, so should your CRM for small business! Make sure you choose a CRM system that is flexible enough to grow alongside your business over time. Does the CRM offer you features, functionality, and pricing that will work with your business as you grow?
Flexibility: No small business is the same, so it's important to evaluate the flexibility of a CRM. Does the CRM you're evaluating have the ability to customize your own workflow or steps? Does it have the ability to edit custom fields to fit your business and language? When you’re ready to invest in a CRM, make it a priority to look for options that let you customize features and functionality to align with the needs of your small business.
Small-business-centric: Many CRM tools claim to work for a range of small to large businesses. While it’s important for CRM to be flexible enough to grow alongside your business, CRMs that claim to work for small to enterprise companies tend to have features and workflows that are ideal for large enterprises but don't work for small businesses that are more flexible or agile. Do you want a CRM that is tailored to the needs of small businesses? Is there enough flexibility to adapt as your business processes quickly change and improve without hurdles in your way?
Time to implement: Any CRM tool you go with will take some time to implement and adopt , but a steep learning curve that makes it difficult for your team to make part of their workflow could make things less efficient. When evaluating small business CRMs, think about how much time you're willing to invest. Does the CRM vendor offer simple training tutorials that you and your team can use to get started? Or do they require an expensive onboarding package or training?
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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.
Make sure to do your research:
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!
Who Daylite IS NOT For:
Who Daylite IS for:
What Daylite can help you with:
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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.
“Daylite has been able to expand with us as we grow. We’ve seen amazing growth in the last two years since we started and Daylite has been a pivotal part of that success by allowing us to really ramp up our capacity and keep track of everything.”
Josh Nelson
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.”
Mark McClung
Love Your Hood
Trusted by over 6000 small businesses.
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.
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