How to start with CRM
Choosing a CRM and then implementing it successfully can be a leap into the unknown, so needs proper planning.
Your customer's journey without Simpler Method

How to start with CRM

Published:
March 18, 2020

“Everyone says ‘you need a CRM’ but I don’t know where to start”

Confused small business owners everywhere

It’s all very well knowing you should probably get a CRM, but choosing one and then implementing it successfully can be leaps into the unknown. Here’s how Connectably users do it:

  1. Set a plan for what functions you’ll need
  2. Review potential CRMs against that checklist
  3. Take a trial with your preferred choice
  4. Set aside time weekly to implement what’s important to your business

Check out our free CRM checklist to jumpstart your selection.

About

Gareth Everson

Gareth's the founder of Connectably. He's a business systemiser who helps small business owners who aren't always natural "software people" to systemise their processes, understand marketing technology, improve client experiences, launch new services, get paid their true worth, and increase the value of their business. Connectably is a self-funded software business (founded 2017) that serves other small businesses. You can follow Connectably here, and connect with Gareth here.
Author: Gareth Everson - Founder Connectably

Do more than 'just' CRM

Most small businesses feel befuddled by software and it kills momentum.
Connectably is small business management software that helps you sign up and manage clients in one place. 
When you clean up your processes you get more time for your clients and your business grows.

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Manage email marketing, sales and client workflows in one place

Grow simply

Think about your business in a more scalable, sustainable way

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Implement quickly with excellent support and training provided

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Connectably Stripe Small Business Management Software and CRM - Stripe Verified Partner
Connectably Small Business Management Software and CRM - Good Business Charter Member
Connectably Xero Small Business Management Software and CRM - Xero Connected App Partner