CRM

What Is a CRM - and Does a 5-Person Business Really Need One?
30Jan

What Is a CRM - and Does a 5-Person Business Really Need One?

CRM - customer relationship management - sounds like enterprise jargon, and plenty of five-person businesses assume it is not for them. Sometimes they are right. Here is the honest version of when it matters.

What a CRM actually does

It remembers, so you don't have to: every enquiry, quote, conversation and follow-up, attached to the customer it belongs to, visible to the whole team. The pipeline view answers the question every owner asks on a Sunday night - "what's coming in, and what have we forgotten?"

When a spreadsheet is honestly fine

A handful of enquiries a month, one person handling them, simple repeat business - keep the spreadsheet, spend the money on marketing instead. We tell people this regularly.

The moment it flips

It flips when leads start falling through cracks: a quote never chased, an enquiry answered late, a regular who quietly went elsewhere. If losing two jobs a month to forgetfulness costs more than a software subscription - and it almost always does - the maths has made the decision for you.

The trap to avoid is buying an enterprise monster with 200 features you will never open. Small teams need pipeline, reminders, quotes and email in one simple screen - which is exactly why we built Bigcrea CRM from £19/month. Try the demo; if a spreadsheet still wins, we will say so.

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