What’s a CRM and how will it save me time?

Ever wished you had a magic tool that could help you manage all your clients and admin work effortlessly? Well, that’s exactly what a Customer Relationship Management (CRM) system does! It’s like having your own personal assistant dedicated to keeping track of your clients and making your admin life easier.

Here are the many benefits of using a CRM:

All your client data in one place

A CRM will allow you to keep all your client info in one place, including contact details, invoices, contracts, questionnaires, emails and more. This helps you stay organised and ensures that you have all the info you need readily accessible when interacting with clients.

Automated workflows that do the work for you

When set up properly workflows can save you hours of admin work by automating repetitive tasks such as sending invoice reminders, questionnaires, emails etc… For example you can link your contact form to your workflows so each new lead will automatically get assigned the correct workflow when a client fills in your contact form and an email template gets sent out to them to thank them for enquiring with you – all this without lifting a finger!

No more back and forth emails to schedule appointments

Most CRMs will have an online scheduling feature that syncs with your calendar allowing your clients to view your availability and book in appointments without the endless back forth over email. 

Enhanced client experience

A CRM will usually have a client portal feature giving your clients access to a private portal where they can view and download their invoices, contracts and any notes you want to share with them.