What To Look For In A CRM

What to look for in a CRM
You need a CRM. Do you know what features to look for?

If you are building a growing business and are at the point you need a CRM (Client Relationship Management), you need to know what to look for in a CRM. There are many CRM options out there, so you want to be sure to pick the one that will best fit your needs.

A CRM will help automate your client experience from the moment a lead finds your website to the time you finish working with them. It also helps you keep track of all your clients and where they are in your process. A CRM can save you and your team members time and money when running your business.

When looking for a CRM to fits your needs, there are a few key features you want to keep in mind. These features make your client experience better and makes your life as a business owner much easier.

Website Lead Capture Form

A website lead capture form allows your lead to make contact with you right away when they are ready to discuss their needs or make a purchase.  This is an opportunity for you to ask the pre-qualifying questions that helps you determine if they are a good fit for you and how you may be able to help them. Having this information prior to your discovery call will enable you to research the lead’s business and prepare questions ahead of time.

Scheduling Calls

When a new lead goes to your website because they want to work with you, they are probably very excited to jump on a call to discuss your services. The last thing you want is for them to fill out your website lead capture form and then have to wait to hear back from you to schedule a call.

Ideally, your lead will fill out your website lead capture form and immediately get an email with a link to schedule a call with you. This will be a great introduction to the type of service you will provide. In addition, your lead will feel like they are important to you.

Project Status Updates

Once you have a new client, you’ll want to keep up with where their project is in your process. Make sure the CRM you are considering has a way for you to track the status of each project. This will help you decide if you have the capacity to take on new clients or you need to put someone on a waitlist. It will also help you notice if a client has been in one status for too long so you can investigate what is going on.


Once your discovery call is done with your lead, you want to be able to send a proposal while the details you discussed are fresh on your mind and your client is excited. By creating a proposal template, you can have this ready to go once you hang up with the lead. When the lead receives the proposal, contract, and invoice all in one email, it’s easy for them to act on their decision to work with you without having to look for a bunch of separate emails. It also saves you time.


Automation helps everything come together. When you have all of the pieces mentioned above automated, your client experience process will look this this:

  1. Client fills out the website lead capture form and clicks submit.
  2. Immediately, client gets an email with a link to schedule a call with you.
  3. After the call, you can send a proposal, contract, and invoice, all in one email.
  4. You can keep tabs on the status of all your projects from start to finish.

Find A CRM That Will Compliment Your Business

A CRM can be a time-saving tool in your business. Knowing what to look for in a CRM will help you make a choice that you’ll be happy with for years to come. It will save you time and money so you and your team can focus on other projects that will grow your business.

what to look for in a CRM
Having a CRM in your business will save you time and money. Know what to look for when purchasing one.

P.S. If you are needing some advice on which CRM might be best for your business, I’d be happy to jump on a call to help you. Schedule a time with me by filling out my website contact form. I use Dubsado (affiliate link) for my business. Honeybook is also a good CRM for those of you who don’t really like technology.

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