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

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!

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213 - 11 Signs of a Bad Customer: When to Say Goodbye

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211 - Breaking Down Silos in Your Business