Are you wasting valuable minutes sifting through your numerous business contact lists? Sorting and re-sorting data in endless spreadsheets? Wishing your client information was all in one place?

If this sounds like a typical day in the life of your business, you may benefit from signing up for a standalone CRM (Customer Relationship Management) system.

A CRM is a central system that tracks and manages all interactions and communication your reps have with prospects and customers. It also helps flag opportunities that might require additional nurturing or follow up. Some operating or hosted web software has a CRM built-in that is automatically populated with the information of anyone who fills out a contact form. It can be installed as a plugin to your website in many cases.

Here are some of the top benefits of incorporating CRM into your business.


A CRM enables you to import and condense your customer and vendor data into one centralized location. Every phone call, email or interaction with a client is logged and right at your fingertips. Plus, a CRM system can also help you identify and add new leads easily and quickly, and categorize them accurately.

Minimizes Your Administrative Workload

A CRM can minimize the administrative load associated with data and contact management. It can improve accuracy and effectiveness by eliminating time spent on order processing and fixing manual errors.

Simplifies Collaboration

Your CRM can keep track of conversations, notes, meeting requests, and contact information so your teammates can easily look at its records to make business decisions. Why is this beneficial? Everyone who has access to your CRM can work together through this shared record and time can be saved in detailed explanations. For example, say you have to hand an interior design project over to a new hire. This new staffer can familiarize himself with the most up-to-date project details by viewing the CRM.

Reduces Costs

CRM platforms can be quite cost-effective, ranging from zero monthly costs to up to $3,500 a month, depending on the different types of CRM software you get and what your business needs are. You can stretch your budget further with a CRM system and spend less money sifting through data.

Keeps the Same Software as Your Business Grows

CRMs are meant to grow alongside your business. As your business needs grow, you will be able to take advantage of the different platform tiers available, depending on your sales and marketing needs. The benefit to this is avoiding the hassle of adapting to a new system (and risking potential lost productivity) each time there is a business transition.

Email our marketing team today to learn more about how using a CRM can help improve your business, as well as guide you on the right CRM for you. We can work with your setup and meet you where you are at, and get you managing your contacts better right away. Let us help you grow your business!

Trellis Team