Low cost, easy to use CRM for small business
If you’ve ever searched frantically trying to find the phone number of a contact you’ll know what a frustrating waste of time it is. That’s where my Bronze CRM package can help.
Every business has contact data stored in various places. It may be on spreadsheets, a stack of business cards from that networking meeting or exhibition you attended, or they might be sitting in Outlook or Google.
Having disparate data like this makes it difficult for you to pull together a quick email to these people. Especially if you want to slice and dice your data according to industry, location, company size, job title etc.
If you’re prospecting the data, it’s also useful to have somewhere to store details of your last conversation with them or other details which help you build up a relationship that will hopefully lead to business.
The CRM system for small business that I’ve been working with for a number of years is CapsuleCRM. It’s especially suited to helping the small to medium sized business owner stay in touch with new clients, potential clients, networking contacts and friends and family in a time efficient, and therefore, cost efficient way.
It’s fast to implement, easy to use and a very low cost way of improving efficiency in your business.
- Segment contacts by industry, location, job title, etc – enabling you to make communications highly relevant and therefore more likely to be read and acted upon.
- Create lists of people to email with your news and offers.
- Record information against a contact – an email, a note, a document, a conversation – all will help you build a better relationship with your contact as you will have a complete history in one place.
- Let Capsule create a contact for you by forwarding an email to your own unique Dropbox email address. Capsule will create a new contact for anyone not already in Capsule, and not only that – it will then set up a task to remind you to populate the record with as much information as possible.
- Keep on top of your To-Do list and Calendar by setting up a task for an Organisation or a Person. Capsule helps you keep on top of your To-Do list freeing up your headspace so that you can crack on and focus on running the rest of your business.
To find out more about pricing or to see a demonstration please email me: Julia.firstname.lastname@example.org