Any small business owner knows how much information they need to be able to juggle just to break even, let alone to turn a profit. So, when it comes to prioritising and assigning tasks or fulfilling client requests, there will always be something that can easily be put off for another time. Until that in itself becomes the problem.
Our business has grown quickly, and I could see that if we didn’t do something we would end up firefighting rather than thinking ahead for our clients. So we looked at various customer relationship management (CRM) systems to help us.
After researching the many options available on the market, we settled on Insightly because it gave us the features we needed, as well as it being completely customisable. As a result, it has helped us with:
There are plenty of CRM solutions available, so it is worth investing a little time and effort into finding the one that best fits you and your business. I have 2 key tips for any business owner to consider, before deciding on the right software for you.
We partnered with John Pawson from No Nonsense Tech who did just that: he worked closely with us to identify our needs and understand how a CRM system could help us work more efficiently. He knows small businesses and he knows technology:
“As a small business you’ve got to deliver big-company levels of customer service, exceed expectations while maximising revenue from your existing customers. To do this you need to know everything that’s going on in your business within a few clicks. This is where a great customer relationship management system will deliver results. It’s a central repository for everything you know about your customers – where you found them, when you last made contact, where they’re at in your sales pipeline, what they’ve purchased, whether they were happy, whether they’ve referred you any other customers, their demographics, their location – everything you need to provide personal and informed customer service.”
John Pawson, Managing Director, No Nonsense Tech
I couldn’t have put it more succinctly myself!
In summary, a CRM system is absolutely vital for a small business – we just couldn’t operate without it now – but be prepared for a journey… it won’t be right on day one, but it will be and it’s worth every ounce of effort.
If you would like to speak to me about Insightly and how it has helped our business, please feel free to call me on 07837 235 327 or email
Blog post by Nathan