Born To Do Business Program

Systems & Processes

The importance of using a CRM in your Business

What is a CRM?

  • A place to keep leads
  • A way to access your lists of contacts
  • A way to follow up on prospects
  • A way to follow up on proposals
  • A way to keep information on existing clients

When should you start using a CRM

What to use before the CRM

When is the right time to move to a CRM tool

What are the fields that are important in a CRM

How to choose a CRM?

What features should you look for in CRM software?

Examples of CRM tools

  • Zoho
  • ActiveCampaign
  • Hubspot

The tools that we have used