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?
      

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