You have recently started your own business. The business is slowly developing, the number of orders is growing, and the client base is expanding. It is becoming increasingly difficult to monitor all processes in an Excel spreadsheet, and managers do not have time to quickly process all applications.


It’s time to think about implementing a CRM system and go to, where certified specialists will help you set up a platform that takes into account the industry specifics of each client and offers a powerful set of analytics tools.

Does your business need a CRM system?

If you are not a freelancer with a couple of clients, then basic applications and spreadsheets will not work. Consider implementing a CRM system. Its functions are very diverse, and the benefits for business depend on the specifics of the company and its needs. But still it is worth identifying the key advantages of CRM systems.

Application tracking and processing

The CRM system is tied to your website, social networks and other sales channels. After the application is received, a manager is automatically attached to the client, deadlines, tasks are assigned, and sometimes his phone number is already dialed. After talking with the manager, the application moves to the next stage, predicting the next steps to complete the sale. Even after a month, a year or 5 years, you can return to this client, send him a letter with a share of your company and make a repeat transaction.

Employee control

The CRM system allows you to track the work of any department – the actions of sales managers, phone call records, correspondence history, the stage of the funnel for each client, and the status of transactions. So the business manager can analyze the productivity of the company and individual employees, and identify weaknesses.

Sales increase

Automation and analytics of business processes helps to increase sales:


  • in CRM, a card is formed for each client. In this “dossier” you will find the history of relations with the buyer, the status and number of transactions, discounts provided, manager’s notes, and so on;
  • in the system, you can set up all stages of the sales funnel and associate them with specific actions of managers, building an optimal algorithm for working with instructions at each stage. If the script is set up, it increases sales, average check, and the number of transactions.


To help the manager, you can connect notifications and additional tools to remind you of important moments. For example, send a contract to the client or remind him about the end of his subscription.

What are the stages of implementing a CRM system?

First you need to decide which system you need. After that, form a team to implement CRM. The CRM implementation team should have people who can clearly define why the company needs a CRM platform.


It is also important to calculate the budget. In addition to paying for the program itself, there may also be separate costs for its implementation and refinement.


A CRM system is certainly a powerful and effective business automation tool, but be prepared for possible pitfalls that may arise in your company. It can be either the incompetence of employees or the irregularity of use, or the expectation of a quick result.