What is a CRM?
A CRM is a customer relationship management system. For a small business, it is the place where leads, customers, appointments, notes, quotes, and follow-up steps stay organized.
Why a CRM matters
Many businesses lose money because customer information is scattered across texts, emails, social media messages, paper notes, and missed calls. A CRM gives the owner one place to track who reached out, what they need, and what should happen next.
What can go inside a CRM?
Common CRM items include names, phone numbers, email addresses, service requests, appointment dates, quote status, notes, customer stage, follow-up reminders, and sales opportunities.
When should a small business add CRM?
Add CRM when you are getting leads from your website, Google, referrals, ads, Facebook, Nextdoor, or a chatbot and you need a better way to follow up.