The need for a CRM

When starting a business or just trying to run one, there are tools that you need to be successful. This is the first post of a 5-part blog series to help small businesses rethink their investment in software, marketing, finances and partnerships.

In this, the first post of the series, I am going to talk to you about the need for a CRM (Customer or Contact Relationship Management). Customer Relationship Management (CRM) is a strategy for managing all your company’s relationships and interactions with your customers and potential customers. It helps you improve your operational efficiency and profitability.

Commonly, when people talk about CRM they are usually referring to a CRM system, a software program which helps with contact management, sales management, workflow processes, productivity and more. Salesforce has posted in the simplest of terms, “What is a CRM?”. Take a few minutes and read this post to better understand the need for the proper CRM. 

A CRM enables you to focus on your organization’s relationships with individual people – whether those are customers, service users, colleagues or suppliers. Today’s CRM is not just for sales. Some of the biggest gains in productivity can come from moving beyond a CRM as just a sales and marketing tool and embedding it as your line of business application – from HR to customer services and supply-chain management.

There are many different CRM Systems on the market today at many different price points, some are even free. As a small business, you are probably concerned about additional monthly expenses. In all honesty, a CRM is going to be one of the most important investments you make for your business, you should invest your time and money into the right CRM.

Some of the CRM systems that we have found to be useful for small businesses are.






In our business at Your Remote COO, we use Cloze. The reason we chose Cloze is because of the low cost of entry as well as the number of built in integrations it has. I would recommend you take the time to evaluate the needs of your business in comparison to the features and costs of the CRM and then choose the best one for your business.

If you aren’t sure which CRM is best for your business, schedule a free one-hour consultation with a member of our team. We will help you figure out the features that will help your business be more operationally efficient and profitable.

All the best in success,