Social media integration of some sort wouldnвЂ™t hurt. Interactive graphs and charts would be a bonus.ДЁ. A way to track, see, and manage my sales pipeline, leads, opportunities, etc. There are different ways to organize a CRM and how it works, but I tend to think in terms of the people I know and interact with, and want the features to branch out from that. Currently Black Hills Web Works is a one-man shop, but that doesnвЂ™t mean itвЂ™s always going to be вЂ“ time will tell.Д¦. Low cost (or free) is always a good thing, but I also understand that you need to spend money to make money, and the folks who design and provide these apps need to make a living too.ДҐ. IвЂ™m not opposed to challenges as a rule, but keeping something like this simple is going to greatly increase the chance that IвЂ™ll actually use it on a daily basis, which is one of my goals to begin with.Д¤. Seamless (or nearly so) integration with Google Apps, and if possible, Freshbooks.ДЈ. IвЂ™m not going to try to make the case in this article for why thatвЂ™s important вЂ“ if youвЂ™re reading this then you probably already understand why online apps are a good thing.Дў. With that in mind, I came up with the following criteria:ДЎ. Granted, the relationship doesnвЂ™t end there, so a CRM should help you do just that вЂ“ manage your on-going relationship with your client. What I was looking for specifically in a CRM was a better way to keep tabs on (manage) my sales pipeline вЂ“ from the first contact I make with a prospective client to the other end of the pipeline when our contract is fulfilled and both of us are satisfied with the results. Arguably, if you have a very limited number of clients at any one time (one, for example), you might be able to get by with using email and a calendar, but even then youвЂ™d be limiting yourself. If youвЂ™re in any type of business where you interact with clients on a regular basis, then definitely. Do you need a CRM ( Customer Relationship Management) app? Probably.

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