Answers/Getting Started

What are the signs I need a CRM?

You need a CRM if: leads come in and you forget to follow up within 24 hours, you have lost a job because you responded too slowly, you cannot tell how many active leads you have right now, or you track leads in your head, a notebook, or scattered across emails and texts.

You also need a CRM if: your team asks each other "did anyone call that person back?", you have no idea which marketing channel brings your best leads, customers occasionally say "I called you last week and never heard back", or you know you should ask for Google reviews but always forget.

Any one of these signs means a CRM would improve your business. Multiple signs mean you are actively losing revenue without one. The good news is that a CRM takes minutes to set up, costs less than a single missed job, and starts working immediately.

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