Happy customers come from sales conversations in which they felt you truly understood their needs—a CRM lets you give them exactly that.
Customer Relationship Management Tools to Up Your Game
There are different ways you can manage your customer relationships, each of which offers a range of apps and tools to implement it.
Here are some of the options you might consider:
Dedicated CRM system: A CRM tool gives you a relationship management solution you can use right out of the box. If your first thought was something like Salesforce and it felt overwhelming, don’t fret: flexible CRM software like Close is intuitive and has virtually no learning curve, so you can start managing your relationships right away.
Customer Relationship Management Tools to Up peru telegram data Your Game - Close Pipeline View on Mobile
Spreadsheet: A basic, simple, and customizable option is a Google Sheets CRM. If you know your way around a spreadsheet, you’ll have a relatively easy time setting it up.
Free Spreadsheet CRM Template
Upgrade your sales process with a FREE spreadsheet that will keep you organized and on top of your pipeline.
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Project management tool: You can use a project management tool like Airtable, Clickup, or monday.com to build a CRM; these solutions even offer CRM-specific templates in their template libraries. You’ll miss out on some sales-specific features, as these tools cover dozens of use cases, but it’s worth exploring.