Customer Relationship Management:

What is Customer Relationship Management or CRM? It is generally a software tool to help manage your company's
relationships and interactions with customers and potential customers or prospects.

Best CRMs for Small Business Success

Running a small business is no small task. To succeed, you need to make the most of your resources, and one of the best ways to do that is by using a Customer Relationship Management (CRM) system.

CRM software can help you streamline your business processes, improve customer relations, optimize your sales pipeline, and improve marketing efforts. Our site is dedicated to providing robust CRM guidance in an effort to help you make the best choice for your business!
Free 14-day Trial
for All-In-One Sales & Marketing Platform
Image of a North Bay Heating and Cooling worker performing a repair in a home.

Why Every Small Business NEEDS a CRM

Small businesses often face unique challenges. You're juggling multiple tasks, from managing customer data to tracking sales and marketing campaigns. A CRM system can make these tasks easier and more efficient. It can help with contact management, track sales, and automation for your marketing campaigns.

A CRM system can help you understand your customers better, improve your customer service, and boost your sales. It's not just about storing customer data. It's about using that data to build stronger relationships with your customers, identify sales opportunities, and grow.
What is a Local Citation?
Free 14-day Trial
for All-In-One Sales & Marketing Platform

Benefits of Using a CRM for Small Business Owners

Using a CRM system can offer numerous benefits for small businesses. From improving customer relationships to providing valuable business insights, a CRM can be a game-changer for your small business. This kitchen exhaust cleaning business owner added more revenue monthly by deploying a CRM automation workflow to his inbound lead capture. 

Here are some of the key benefits of using a CRM:
Types of Local Citations

Streamlined Customer Relations

One of the primary benefits of a CRM system is its ability to streamline customer relations. By having all your customer data in one place, you can easily track sales, manage contacts, and provide better customer service. A CRM system can help you understand your customers’ needs and preferences, allowing you to tailor your products and services accordingly.

This can lead to improved customer satisfaction and increased customer loyalty.

Improved Productivity

Another significant benefit of a CRM system is the improvement in productivity it brings to small businesses. By centralizing customer data, CRM software can eliminate the need for manual data entry while reducing the risk of errors.

Sales management features can help automate various business processes like lead management, sales forecasting, and marketing campaigns, freeing up your team’s time to focus on other important tasks. For instance, a CRM system can automate follow-up emails, reminders, and other repetitive tasks. This allows your sales team to devote more time to nurturing leads and closing deals.

CRM systems often come with project management features, making it easier for teams to collaborate and work together efficiently.

Enhanced Customer Experience

Providing an excellent customer experience is key to the success of any small business. A CRM system can help enhance the customer experience in several ways. A CRM system ensures that your team has all the information they need to provide personalized service by maintaining a comprehensive record of customer contacts and interactions.

CRM software can also help small businesses respond promptly to customer inquiries. With features like autoresponders and chatbots, CRM systems can ensure that customers receive immediate responses to their queries, even outside of business hours.

This can significantly enhance the customer experience, leading to higher customer satisfaction and loyalty.

Efficient Data Management

Efficient data management is another major benefit of CRM systems. CRM software provides a centralized location for all your customer data, making it easy to access and manage. This simplifies data management and ensures that your team always has the most up-to-date and accurate information.

With a CRM system, you can easily track sales, monitor customer interactions, and analyze customer behavior. In addition, CRM software often includes third-party integrations, enabling you to connect your CRM to other business software for even more efficient data management.

Valuable Business Insights

Finally, a CRM system can provide valuable business insights. By collecting and analyzing customer data, CRM software can provide a wealth of information about your customers, sales trends, and business performance. This can help you make informed decisions about your business strategy, marketing campaigns, and product development.

For instance, CRM systems can help you identify which marketing campaigns are most effective, which products are most popular, and which customers are most profitable.

This can help you optimize your marketing efforts, improve your product offerings, and focus on your most valuable customers.

Free 14-day Trial
for All-In-One Sales & Marketing Platform

The Best CRMs for Your Business

Selecting the appropriate CRM for your company has the potential to revolutionize your operations. It has the capability to simplify your business procedures, boost efficiency, elevate customer interactions, and furnish crucial business intelligence. Here, we’ll discuss two top-tier CRM solutions that are highly recommended for small businesses:

Free 14-day Trial
for All-In-One Sales & Marketing Platform
Why are local citations important?

Human Touch CRM is a unique blend of automation and human interaction designed to help businesses nurture their client relationships. This CRM platform is dedicated to providing businesses with the tools they need to maintain a personal connection with their clients while enjoying the benefits of automated processes.

Key CRM Features of Human Touch CRM

This customer relationship management software offers a plethora of features designed to help businesses manage their customer relationships more efficiently.

Some of its key features include:

  • Reviews and Reputation Management: This feature allows businesses to manage their online reputation by tracking and responding to customer reviews.

  • Two-Way Text and Email Messaging: This feature allows businesses to communicate with their clients in real time, making it easier to address their needs and concerns.

  • Text-to-Pay Payments: This feature simplifies the payment process by allowing clients to pay directly through text messages.

  • Auto Missed Call Text Back: This feature ensures that no customer inquiry is missed by automatically sending a text message to missed calls.

Human Touch CRM offers a 14-day free trial, allowing businesses to explore its features before choosing a subscription plan. After the trial, there are two plans available:

  • The Essential Package ($297/month): The Essential Package includes features such as review management, messaging, a chat widget, and call tracking.

  • The Professional Package ($497/month): This package comes with all the Essential Package features, as well as additional features like unlimited team members, customer support, text-to-pay invoicing, CRM, auto missed call text back, and a citation vault for improved SEO and Google Ranking.

Human Touch CRM is best for businesses that value personal customer relationships and are looking to maintain that human touch while leveraging the benefits of automation. It’s a great choice for businesses that want to improve their online reputation, streamline their communication processes, simplify payments, and ensure they never miss a customer inquiry.

Whether you’re running a startup or a growing small business, Human Touch CRM can help you manage your customer relationships more efficiently and effectively.

With its blend of human interaction and automation, it can help you build stronger, more personal relationships with your clients while also saving you time and effort.

Go HighLevel is a comprehensive CRM platform designed to cater to the unique needs of digital agencies. It provides a range of tools to help these agencies capture leads, nurture relationships, and close deals effectively.

With its robust feature set, Go HighLevel is committed to helping digital agencies manage their clients’ needs efficiently.

Go HighLevel offers a variety of features that make it a top pick for digital agencies. Some of its key features include:

Lead Capture Tools: Go HighLevel includes landing pages, surveys, forms, calendars, and an inbound phone system, all designed to help agencies capture leads effectively.

Automated Messaging: The platform allows agencies to automate messages via different channels such as voicemail, forced calls, SMS, emails, and Facebook Messenger to nurture leads.

Payment Collection and Appointment Scheduling: Go HighLevel provides tools for collecting payments and scheduling appointments, making it easier for agencies to manage these processes.

Full-Featured Page Builder: The platform includes an extensive page builder enabling the creation of websites, funnels, and landing pages. In addition, it offers user-friendly drag-and-drop surveys and forms, enhancing customization options.

Membership Area: Users can create and manage courses in this area, offering both free and paid courses, accommodating unlimited users.

Pipeline Management: Go HighLevel offers features to track leads and their progress in the sales funnel, helping agencies stay on top of their sales process with better deal management.

White Labeling Services: The platform also offers white labeling services, enabling agencies to present the Go HighLevel platform under their own branding, thus enhancing their professional image.

Go HighLevel also offers a 14-day free trial, presenting a golden opportunity for agencies to thoroughly test out the platform and its features before committing to a subscription plan. The platform has two pricing tiers:

Starter Plan ($97/month): This plan includes tools for lead capture, nurturing, and conversion. It accommodates up to three sub-accounts, facilitating effective customer management and growth.

Unlimited Plan ($297/month): Building on the Starter Plan, the Unlimited Plan offers advanced features like API access, unlimited sub-accounts, contacts, and users. It even provides a branded desktop app for a personalized touch.

Go HighLevel is ideal for digital agencies looking for a comprehensive CRM platform to manage their clients’ needs. It’s especially beneficial for agencies that need to capture and nurture leads, track sales pipelines, and automate messaging across multiple channels.

Its robust feature set makes it a great choice for agencies needing a versatile CRM platform to streamline operations and improve client management.

A few things to consider for a CRM

Choosing the best CRM for your small business can be a challenging task, but it’s a crucial one. CRM platforms like Human Touch CRM and Go HighLevel offer a range of features designed to streamline your business processes, improve customer relationships, and provide valuable business insights.

Human Touch CRM is ideal for businesses that value personal customer relationships and are looking to maintain that human touch while leveraging the benefits of automation. On the other hand, Go HighLevel is a comprehensive CRM platform designed to cater to the unique needs of digital agencies, offering a range of tools to help these agencies capture leads, nurture relationships, and close deals effectively.

Remember, the best CRM for your business is one that aligns with your business goals, meets your team’s needs, and fits within your budget.

So, take your time, do your research, and choose a CRM that will help your small business thrive.

Discover More About CRMs

To further expand your knowledge about CRMs and how they can benefit your small business, we invite you to explore our collection of informative blog posts. Our blogs cover a range of topics, including in-depth reviews of CRM platforms, tips on how to maximize the benefits of your CRM, and advice on choosing the ideal CRM for your specific business needs:

Understanding Advanced Analytics on CRM Data

How to choose the right CRM Software

Automating tasks using a CRM software platform

Free 14-day Trial
for All-In-One Sales & Marketing Platform
Tell me the problem with inaccurate business listings?

Why Local Businesses Need CRM

  1. Keep Things Organized: Even if you only have a handful of customers right now, you’ll hopefully be growing—that’s the plan, right? As you grow, it can become a big ol’ mess trying to remember who bought what, when, and any specific needs or preferences. A CRM keeps all this info neat and tidy in one place.

  2. Personalization: When you know your customers well, you can tailor your services or products to them. For instance, if you own a coffee shop and know that Sarah always orders a caramel latte, a quick “The usual, Sarah?” can make her day and keep her coming back.

  3. Automated Marketing: Sending out emails manually is a chore and a half! Many CRMs come with automated marketing tools, meaning you can send out birthday discounts or seasonal promotions without having to lift a finger.

  4. Better Customer Service: If a customer has an issue, you or your staff can check the CRM to see the customer’s history. This helps you resolve problems faster and leaves the customer impressed with your efficient service.

  5. Data Insights: Most CRMs can generate reports that give you insights into sales trends, customer behavior, and more. Who doesn’t want to make data-driven decisions?

  6. Team Collaboration: If you have a team, a CRM is a fantastic way to keep everyone on the same page. No more scrambling around trying to find out who last spoke to Mr. Johnson about his order.

  7. Time-Saving: Lastly, but certainly not least, a CRM can save you a ton of time. Less time spent on admin tasks means more time for you to do what you love—running your business!

It’s Not One-Size-Fits-All

The good news is there are plenty of CRM options out there, from budget-friendly to high-end. Some are even designed specifically for small businesses, so you don’t have to pay for features you won’t use.

Wrap Up

In a nutshell, a CRM isn’t just for the big guys; it’s a handy-dandy tool for local businesses, too. It can help you stay organized, improve customer service, and even make your marketing efforts more effective. Sounds like a win-win, doesn’t it?

Hope this helps you decide if a CRM is right for your local business. Best of luck, and here’s to your success! 🎉



How important is a CRM for local businesses?

Hey there! Great to see you’re thinking about the nuts and bolts of running a local business. When it comes to Customer Relationship Management (CRM) systems, you might think they’re only for the big players—those corporations with thousands of customers and a huge team. But hang on a minute! Even small, local businesses can get some serious benefits from using a CRM.

What’s a CRM Anyway?

In case you’re new to the term, CRM stands for Customer Relationship Management. It’s basically software that helps you keep track of everything related to your customers—think names, contact details, purchase history, and even notes on customer service interactions. Imagine it as a super-smart address book that also reminds you when to send out promotions, or maybe even follow-up emails after a purchase.

Citation ConsistencyFree 14-day Trial
for All-In-One Sales & Marketing Platform

Can a CRM add a personal touch to customer communications?

Hey there! Great follow-up question! If you’re worried that using a Customer Relationship Management (CRM) system will make your interactions with customers feel robotic or impersonal, I’ve got good news for you. Actually, a well-used CRM can help you add an even more personal touch to your customer communications. Yup, you read that right! Let’s dive into how this works.

Remember the Little Things

Imagine walking into a café where the barista remembers not just your coffee order but also asks how your dog Sparky is doing after his vet visit. Feels good, right? A CRM can help you create a similar experience for your customers by storing those little tidbits of information. The next time they interact with your business, you can ask about Sparky, and voila, instant rapport!

Customize Your Marketing

Okay, so we’ve all received those annoying, generic emails from companies, right? The ones that make you go, “Do they even know me?” With a CRM, you can segment your customer list based on past purchases, preferences, or behaviors. So, instead of sending a one-size-fits-all email, you can send targeted promotions or updates that actually resonate with each customer. Imagine getting an email for a discount on your favorite kind of pizza—that’s a love letter, not spam!

Automated But Not Robotic

Many CRMs come with automation features that handle tasks like sending welcome emails to new customers or follow-up emails after a purchase. But the trick is, you can personalize these automated messages! For example, you can include the customer’s name, mention the specific product they purchased, or even recommend other items they might like based on their purchase history. Automation doesn’t have to mean impersonal; it’s all about how you use it!

Tell me the benefit of local citations?

Keep the Conversation Going

Sometimes customer interactions involve multiple steps—queries, follow-ups, and maybe some troubleshooting. With a CRM, you can keep track of ongoing conversations, so the next time you or a team member interacts with a particular customer, you can pick up right where you left off. It shows you value the relationship and pay attention, and customers absolutely appreciate that.

Celebrate Special Occasions

Remembering birthdays or anniversaries can make a customer feel super special. Many CRMs allow you to store this information and even automate sending out celebratory messages or special offers on those days. It’s like sending a virtual hug!

Final Thoughts

So yes, a CRM can absolutely help you add a personal touch to your customer communications. It’s like having an incredibly organized, digital personal assistant who helps you remember every detail and makes your life easier in the process.

Hope this clears up your query and gets you excited about the personal touch a CRM can add to your business. Happy customer bonding! 😊🎉

Free 14-day Trial
for All-In-One Sales & Marketing Platform

Why is this cool? Well, think about it. If you run a business, you’re juggling a zillion things, right? A CRM helps you stay organized so you don’t drop the ball on important stuff, like sending a thank-you email after a big purchase or remembering to reach out to customers you haven’t heard from in a while.

It’s like having a personal assistant who never forgets anything—ever! Plus, having all this info at your fingertips lets you personalize your service. Imagine knowing that Jane loves vanilla lattes and sending her a special discount on her birthday for that exact drink. She’s gonna be super impressed!

And the best part? It’s not just for giant corporations. Whether you’re running a mom-and-pop shop, a local bakery, or even a dog walking service, a CRM can make your life a whole lot easier and help keep your customers happy.

So there you have it! A CRM is your ultimate tool for keeping track of customers, staying organized, and making your business the kind of place people love to come back to. Hope that clears things up for you! 😊👍

What is a CRM in simple terms?

Hey there! You want the lowdown on what a CRM is without all the jargon? You got it! 🌟

So, CRM stands for Customer Relationship Management. But let’s break it down in super simple terms: Imagine your CRM as a super-smart address book on steroids. Instead of just storing names and numbers, it keeps track of everything you could possibly want to know about your customers. We’re talking names, email addresses, what they’ve bought from you, when they last visited your store or website, and even the last time someone from your team chatted with them.

Local business listings | Help with SEOFree 14-day Trial
for All-In-One Sales & Marketing Platform

What is High Level CRM?

Hey there! Sounds like you’re interested in HighLevel CRM Software, which is super exciting! HighLevel is like the Swiss Army knife of CRM software, specially designed for agencies and marketers like you. Let’s dive into what makes this platform so darn useful.

All-in-One Goodness

You know that juggling act you do with five different software tools—one for emails, one for SMS, another for building websites, and so on? Well, HighLevel is here to say, “Hold my coffee!” It rolls all these tools into one platform, so you can manage just about everything without having to switch between a million tabs.

White Label Magic

If you’re running an agency, the White Label feature is a game-changer. This means you can slap your own branding onto the HighLevel software and present it as your own to clients. This not only makes you look ultra-professional but also streamlines the client experience.

2-Way SMS Marketing

Texting isn’t just for sending emojis to friends—it’s a legit way to connect with customers. HighLevel’s 2-way SMS marketing lets you send messages and receive replies right within the platform. This can be amazing for real-time engagement or even troubleshooting customer issues on the fly.

Funnel Builder

Creating sales funnels can often feel like trying to build a spaceship. But HighLevel’s Funnel Builder simplifies the process. You can easily create and visualize your sales funnels, see where customers are dropping off, and tweak things as needed. So, no rocket science degree needed!

Website Builder

No need to be a coding genius to create websites with HighLevel’s Website Builder. It’s super user-friendly, which means you can drag-and-drop your way to a fantastic-looking site. And because it’s all integrated, tracking visitor behavior and converting leads becomes a piece of cake.

Lead Conversion

If leads were gold nuggets, HighLevel would be your treasure map. It helps you keep track of leads, find out where they’re coming from, and even automates follow-ups. So those potential customers don’t just drift away like lost balloons.

And More!

There’s even more under the hood, like email marketing tools, analytics, and all kinds of ways to automate tasks. It’s like having an extra pair of hands—or maybe ten!

Final Thoughts

So, if you’re an agency or a marketer looking for a one-stop-shop to manage, well, everything, HighLevel could be your new best friend. It’s not just a CRM; it’s like an entire toolbox that helps you build, maintain, and grow relationships with both clients and customers.

Hope this gives you a good snapshot of what HighLevel CRM Software has to offer. Happy marketing! 😊🎉

3. Collaborative CRM

Ever played a team sport? You know how everyone needs to work together to win? Collaborative CRM is like the ultimate team player that helps different parts of your business—like sales, marketing, and customer service—share important information.

🌟 Highlights:

  • Information Sharing: Enables teams to share customer data and insights with each other.
  • Channel Management: Helps manage different customer interaction channels like email, phone, and social media.
  • Partner Relationship Management: For businesses that work with external partners, it helps manage those relationships, too.

So there you have it! Operational for day-to-day tasks, Analytical for diving deep into data, and Collaborative for making sure everyone’s on the same page. Choose the type that suits your business needs and you’ll be a CRM whiz in no time!

Hope this helps you navigate the world of CRMs a bit better. Have fun picking your flavor! 😊🍨

Free 14-day Trial
for All-In-One Sales & Marketing Platform

Hey there! So, you want to know about the different flavors of CRM, huh? Great question! There’s more than one way to manage customer relationships, and understanding the different types can help you pick the one that’s just right for your business. Think of it like choosing the perfect ice cream flavor for your taste buds—yum! 🍦

Alright, let’s dig in!

1. Operational CRM

Imagine you have an amazing team member who remembers to do absolutely everything—answer customer emails, manage your daily appointments, and even remind you when to run your next big sale. That’s what an Operational CRM is like! This type helps streamline all your daily operations, like sales, marketing, and customer service.

🌟 Highlights:

  • Sales Automation: Helps manage customer leads, sales pipelines, and closed deals.
  • Marketing Automation: Automates tasks like sending emails or managing social media campaigns.
  • Customer Service: Keeps track of customer issues and helps manage support tickets.

2. Analytical CRM

Okay, picture a super-smart detective that digs into all the data to find hidden patterns and insights. That’s your Analytical CRM! This type is focused on analyzing customer data and helping you make smarter business decisions.

🌟 Highlights:

  • Data Analytics: Gives you a deep dive into sales data, customer interactions, and other metrics.
  • Customer Segmentation: Helps you divide your customer base into different groups based on behavior, preferences, etc.
  • Reporting: Generates comprehensive reports that can inform strategy and planning.

People also ask

  • What CRM software is best for a small startup?

    The best CRM software for a small startup largely depends on the specific needs and goals of the business. However, GoHigh Level CRM is often recommended for startups due to its affordable pricing, user-friendly interface, and comprehensive features that support sales, marketing, customer service, and inventory management.

    It also offers scalability, allowing your CRM to grow with your business. But remember, the best CRM is the one that fits your business needs and budget. So, it’s important to explore various options and choose the one that aligns best with your startup’s objectives. 


  • How can a CRM improve my sales process?

    A CRM can significantly improve your sales process by providing a centralized platform to manage customer data, track sales activities, and analyze performance. It helps in automating routine tasks, thus freeing up your sales team to focus on engaging with customers and closing deals.

    In addition, a CRM provides insights into customer behavior and preferences, enabling your sales team to personalize their approach and improve conversion rates. 

  • How does CRM software help with customer relationship management?

    CRM software helps with customer relationship management by providing tools to track and manage all interactions with customers. It allows businesses to store customer data, track customer interactions, manage customer inquiries, and analyze customer behavior.

    This information can be used to provide personalized service, resolve issues promptly, and anticipate customer needs, thereby enhancing customer satisfaction and loyalty.


  • What should I consider when choosing a CRM for my small business?

    When choosing a CRM for your small business, consider your business needs, budget, and the CRM’s features, ease of use, and scalability. You should also consider the CRM’s integration capabilities with other business software, the quality of customer support offered, and the CRM’s reviews and reputation in the market.

    It’s recommended to take advantage of free trials to get a hands-on experience of the CRM before making a decision.



  • How Do I Find the Best CRM for My Small Business?

    To find the best CRM for your small business, understand your specific needs and goals first. Whether it’s improving customer service, streamlining sales, or managing marketing campaigns, your needs will dictate the CRM’s key features.

    Next, consider your budget. CRM systems come in various price ranges, from free versions with basic features to premium solutions with advanced functionalities. Ease of use is another important factor. Your team should be able to navigate and use the CRM without difficulty.

    Lastly, consider the CRM’s scalability and integration capabilities. The best CRM for your small business is one that can grow with your business and seamlessly integrate with other software you use, such as email marketing tools or accounting software.

  • Who Is the No. 1 CRM Provider?

    There are many top-tier CRM providers, and the #1 CRM provider can vary depending on specific criteria such as industry, business size, or features. However, Human Touch CRM is often recognized as a leading CRM provider due to its comprehensive features, scalability, and widespread use across multiple industries.

  • Should a Small Business Use a CRM?

    Absolutely! Regardless of size, every business can benefit from using a CRM. For small businesses, in particular, a CRM can provide a competitive edge in a couple of ways.

    Firstly, a CRM helps manage customer data and interactions in one place, enabling businesses to provide personalized service and improve customer satisfaction

    Secondly, it can automate routine tasks, freeing up time for your team to focus on more strategic activities. 


  • What Is a Small Business CRM?

    A small business CRM is a customer relationship management system designed specifically to meet the needs of small businesses. These systems typically offer a range of features to manage customer data, track sales, automate marketing efforts, and improve customer service, all in a user-friendly and affordable package.