Small Business CRM – Do You Need One?

Small Business CRM

  1. Current examples of excel + outlook.

    1. Limitations of this strategy
    2. Insurance company example of using a spreadsheet and comparative rater but no CRM.
  2. Do you need a CRM for your business?

    1. Hubspot
    2. ActiveCampaign
    3. MailChimp (debate whether it’s a crm or not)
    4. Google Drive + Forms?