CRM system for a one-person company

A CRM system is a tool that is customarily associated with the sector of large enterprises and corporations. Banks, insurance agencies, the e-commerce sector or wholesalers are just some of the companies using such a solution. It turns out that micro-enterprises and the self-employed can also benefit from implementing a CRM system. The question arises – how to choose a CRM for a one-person company?

Criterion 1: Functionality of available tools

The primary purpose of the CRM system is to streamline daily operations. A number of conveniences are associated with this term – increased communication transparency, mastery of incoming leads or efficient organization of tasks. The CRM system in terms of organization should act as your “right hand”. At the same time, it’s worth knowing moderation – unnecessary tools or a flurry of functionality can be annoying. A suitable CRM for a one-person business should therefore be designed sensitively. Ideally, actual self-employed people should be involved in developing the program and evaluating the usefulness of the functionality. This is how our proprietary SalesWizard system was created.

Criterion 2: Customizability of the system

How many everyday items are very good, but not perfect by one or two shortcomings? A car in a color we like won’t be as enjoyable if it lacks parking sensors or automatic air conditioning. Moreover – for some people, this may be a reason that discourages purchase. It’s no different with a CRM system – to invoke an advertising classic, “almost” makes a big difference. To make sure your CRM is not “almost perfect” but actually perfect, make sure it can be personalized. Contact the CRM system provider and ask if there is a solution available that you are interested in, which you are missing.

Criterion 3: Intuitiveness of program operation

Even the most advanced tool will prove useless if it does not pass the UX test. A CRM system should not make you guess or complicate your life with clumsy operation. All actions should be consistent, functionalities logically arranged, and the layout should not be questionable either. The intuitiveness of the CRM system’s operation is another criterion you must consider when choosing a program. We conclude that it is best to see for yourself and only after trying the tool to determine whether it is intuitive. So we’re giving you seven days to test our SalesWizard CRM system free of charge, without any restrictions.

Criterion 4: Availability of technical assistance

Running your own business you should be proficient in your craft – you don’t need to have IT knowledge. The photographer should know what kind of outdoor setting to choose for a particular photo, and the dentist must skillfully remove decay. No one expects that photographer or dentist to find and resolve IT bugs related to their CRM system on their own. Therefore, the availability of technical support and response time to requests is important. Support should also be available for the usual questions about performing an activity in the program. Ideally, support will be able to clarify concerns or take corrective action during typical business hours, i.e. from 7:00 am to 6:00 pm.

Criterion 5: CRM system fees.

Finally, there remains an issue that can be critical for many micro-entrepreneurs. We are, of course, talking about the cost of use, that is, the budget that can be spent on a CRM system in a given period. The fact is that such a program is an investment that will generate a profit. However, there is no getting around the fact that any investment involves expenses, and these should not overwhelm the entrepreneur – especially start-ups. A good idea on the part of CRM developers is to choose subscriptions with different pricing plans. Thus, it is possible to find a solution for every budget, while at the same time giving self-employed people a choice about the functionality of their program.