CRM (Customer Relationship Management) tools, services, and plugins are designed to help you manage the needs of prospects and customers. Actually, that’s just scratching the surface. You can also use a CRM system to organize your sales and marketing efforts, streamline customer communication, send out invoices, and more.
Different CRM platforms are designed with different approaches in mind. For example, one may focus on tools that help with client communication. Another may focus on leads and sales. Others are geared towards project management and billing. There are even self-hosted CRM’s and others that work within WordPress.
In today’s episode, we’re going to look at the potential advantages and disadvantages of choosing a CRM tool for your business.