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The Cash Flow Contractor

212 - Elements of CRM: Why You Need One and What to Look For in Software

Jun 20, 2024
39:05

Organize, strategize, and grow your business with the right CRM tools! We discuss why every business needs a CRM and the essential features to look for. Listen in!


Time Stamps

  • 00:30 - Introduction to CRMs
  • 02:14  - The Importance of Bookkeeping
  • 04:10  - Understanding CRM Features
  • 09:11  - Choosing the Right CRM for Your Business
  • 20:20  - Essential Features for CRM Beginners
  • 26:05  - Implementing and Pricing Your CRM
  • 38:20 - Episode Outro

Learn how you can improve your customer and project workflows! BOOK YOUR FREE 30-MINUTE STRATEGY CALL HERE! 

Resources

  • Need Marketing Help? We Recommend Benali
  • Need Help with podcast production? We recommend Demandcast


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