How to start with CRM
Choosing a CRM and then implementing it successfully can be a leap into the unknown, so needs proper planning.
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How to start with CRM

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.


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

Could Connectably be right for you?

Connectably helps everyday businesses to manage workflows, processes and communications that would normally require much more expensive software and skills to manage. It's simple to use, easier to implement than continuing to do things manually, and will help you to think about your business in a different, more scalable, and less time-intensive way.

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