CRM for Small Business


Customer relationship management - CRM for small business helps companies to be more organized.

The customer relationship management (CRM) software system is one of the most valuable components of business technologies that help to increase small business efficiency.


CRM for small business is a secret tool for increasing customer satisfaction and sales revenues, and the company’s growth. Why does using customer relationship management software is so helpful?


CRM software helps a small business to be organized.

• Contact management.

  • Collecting, organizing and storing all information customer information in one place enables easy access to data for the company's team.
  • Ability to easily add new contacts allows keeping the company’s contacts up-to-date.
  • Access to clients contact information and interactions with the company, including activities, emails, and phone calls, for anybody of the company's team, allows not only to save time but to make more sales too.

• Customer profile.

  • Tracking all customer interactions and organizing them in an appropriate way enables them to be easily found by anyone from the company’s staff.
  • Tracking each client purchase and ability to see the customer purchase history allows seeing the view of sales and leads and identifying customer’s needs and preferences.
  • Having more information about customers for less time allows any company to save its workers’ time.

CRM software helps a small business to sell smarter.

• Lead management

  • Organizing your sales process in the way your customers buy makes the company's sales representatives more productive.
  • Distributing leads to the right customers allows sales activities to fit your business.
  • Automatically assigning leads to the appropriate sales representative, based on chosen rules and criteria allows increasing the number of successful deals.
  • Individual tasks management allows knowing which sales process and when is ready to be completed.
  • Specifying the company's sales actions lets companies save time and sell smarter.

• Sales collaboration

  • Communication and collaborations with customers and colleagues give visibility of the company-wide activity.
  • Ability all team members to help with customers' questions can increase the customers’ satisfaction.
  • Receiving notification about any activity that requires stuff attention allows companies to improve their service quality.

• Tracking performance

  • Ability to see the most important sales allows accordingly planning ahead.
  • Measuring the stuff activities gives a full picture of your team productivity.
CRM software functionality