The WordPress Agency and Freelancer Guide To CRMs

Last updated
January 10, 2019

Every business that provides a service needs a CRM – we learned this the hard way.
Don’t be like us.
If you take nothing else away from this post, the most important idea is that if you don’t separate ‘sales’ from the rest of your business, it will suffer.
One-person freelancers, agencies, and other businesses alike can get caught up in the day-to-day of supporting existing customers or completing existing projects, that it can be hard to keep an eye on new opportunities for growth.
And the best first step you can take to ensuring that growing the sales side of your business gets the love that it deserves is to leverage the power of a CRM.
What’s A CRM?

Let’s start with what a CRM is not. It is not a:
spreadsheet
email inbox
support help desk
Quickbooks, Stripe, PayPal, or whatever you use to manage finance or customer payments
project management tools like Asana or Jira
A CRM is a “Customer Relationship Management” tool that you use to keep organized all information related to potential, current, and former customers.

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