When you’re just starting a business, the learning curve is mighty steep. You might have taken pride in that personal touch that earned you your first few clients, but that kind of contact is tough to maintain once your reach starts to expand.
That’s why the right client relationship management software is a must. CRM has become a bit of a buzzword in entrepreneurial circles over the last few years. You’ve likely heard that data is the most valuable resource in the information age. It’s very true — and CRMs are the tools that make sure client contact data doesn’t go to waste. CRMs enable big companies to maintain a list of clients, subscribers, and potential leads and make sure that meetings, follow-ups, and emails get scheduled correctly.
It’s clear how essential a CRM is for a big company. And while it’s helpful in theory for smaller startups, the reality is that those complex, big-name CRMs can easily become just another spreadsheet to update. That’s a hassle when you’ve only got a handful of employees and you’re multitasking payroll, marketing, and development. Sometimes all that time spent scheduling can actually erode the personal touch you were trying to maintain.
Luckily, there’s a CRM that actually gets it. Daylite is a business management platform that’s designed to meet the specific needs of small businesses. What that means in a nutshell is that it allows you to spend more time interacting with your clients (and making new ones) and less time interacting with the software itself.
With Daylite, you can open a file on a new client as you speak with them. Enter their status and any key details you need about their finances and preferences, then let Daylite take over. Thanks to its Apple Mail integration, you can add the potential client to your database, save your emails so you have a full history of interaction with them in one view, and set follow-up reminders, all without leaving Apple mail. Of course, you can also create custom sales pipelines, track your employees’ interactions, and get a bird’s eye view of your week with color-coded client lists.
What’s more, you can do all this literally anywhere. Any data you enter gets stored locally on your device and those of your employees. That means you can access it even where there’s no Wi-Fi — perfect for entrepreneurs on the go. That’s something that bulkier CRMs with their heavy dependence on cloud updates can’t do.
It’s important to note that Daylite is uniquely suited for Mac and iOS users. If your workforce uses Apple devices, you can be sure all the functionality will work seamlessly with existing apps and hardware.
Want to find out if the service is a fit? Daylite is running a free 30 day trial right now — more than enough time to see if it can streamline things for your company.
Prices are subject to change.