Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business How to Choose the Right CRM (Without the Overwhelm) [Ep 77]
May 6, 2025
Confused about selecting a CRM for your business? Discover a step-by-step approach to streamline your choice without the tech overwhelm. Learn how to map out your client journey and create a 'grocery list' of must-have features to save time and money. The episode shares a real-life success story of improving onboarding for a busy coach. It also emphasizes the importance of choosing a CRM that fits your workflow and encourages trials to find the best match for your needs.
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Part-Time Coach Needed Fast Onboarding
- A client who coached part-time needed onboarding automation because she was time-limited and working a nine-to-five.
- The audit aimed to pick and set up a CRM so she could stop doing admin after hours.
Map The Full Client Journey First
- Map your entire client journey before choosing a CRM to know which features you actually need.
- Treat this like a grocery list so you avoid paying for unnecessary features and overwhelm.
Complex Tools Fail Without A Needs List
- Choosing a complex CRM without a needs list creates tech overwhelm and low motivation to set it up.
- You only benefit from advanced features when they match clear, mapped business needs.