CRM Software for Freelancer
As your freelance business grows, you will find yourself struggling with more email and contacts every day. You are a customer who needs status updates of your project work, answers to questions asked by Leeds, and regular touchpoints sent by you, which are not ready to work with you for the last time you speak.
It is a lot of emails, but keeping your pipeline full is important for you, so you always have to do some more work.
This is where CRM comes.
CRM is a customer relationship management tool that you can use to guide all aspects of your interaction with customers, prospects, and leads through the entire lifecycle of your customers.
This is usually a piece of software that stores all information for the people you have, including their contact information, the timeframe of your contacts, and what you’ve talked about.
If you are a freelance Digital Marketing Professional or development professional.
Do you really need a CRM for your small freelance writing business?
Some gurus say yes, while others say no or not. It depends only on your business and your comfort level with software tools.
When a CRM Software can be useful
- You are spending at least half of your day after prospects and customers. Once your freelance business moves beyond a certain point, then doing CRM manually is a waste of your precious time. You are not paying for it, and this is a low-value activity for your business.
- Working on client projects or even marketing your business is a good use of your time, so a CRM tool can help you at that time and energy to redirect your high-value activities.
- You have more than five possibilities in your “Contact me later” list. As you know, every possibility that you speak is not ready to work with you at that particular moment. Therefore, you need an efficient way to stay in touch with them regularly without checking your calendar, to email the next to see it.
- A CRM tool can automate a reminder (and sometimes email), keeping yourself accountable to customers and prospects who want to work with you in the future.
- You want to standardize your processes. We all can benefit from the processes to run our businesses. Whether it’s a simple onboarding process for new customers or a better way to handle your marketing tasks, the processes can be your friends.
- Most CRMs can help you standardize your sales processes so that you can see the whole life cycle at a time.
- You want better visibility in your pipeline and customers. At a certain point, to understand how your sales process is working, you will need more visibility in your pipeline. Without a solid CRM device, you will not know your conversion rate, your win/loss rate, or any other number about your business. This data is important to help make your business more than ever.
- You want to improve your customer and prospect relationships. It all happens with. When you are busy, you take some of your customers into the backburner due to their project request, their budget or the scope of time limits. Then you forget what you were talking about, and when you reach them, then you are telling those things about which you are already talking about, their (and your) Time is wasting!
Feeding these customers is important for the health of your business, but it is important to connect properly with them, so you are not wasting any time. A CRM can provide you the timeline of your previous interaction, so the latest information is ready to go to you for a moment’s notice.
How do you start with CRM System?
There are many types of CRM tools, from simple to complex, so keep an eye out for looking at one for your freelance writing business.
Entry level CRM
Many CRM were created for the enterprise-level business, so you can immediately discount those options immediately. For your freelance writing business, you want a CRM which:
- Can manage different types of contacts (leads, probability etc.)
- You need to have your contacts in any way
- Provides simple options for importing/exporting data (as the case may be, to help you in or out of your information software)
- There is a comfortable user interface for you (do you see and feel the way it is? Are the colors right for your eyes? Is it easy to do what you want in the software?
- Integrates with any other software that you need, such as email, scheduling, email automation etc.
Most of all, you might want to start with a small investment CRM option, because you are not sure what you want and what will work for you. Before settling on one for a proper test, play with something first. Get Free CRM Software Trial account.
Intermediate level CRM
After a while, you’ve got a hang of your CRM and now there’s a little more requirement. The best CRM is conducive to your needs as well as to suit your needs and to give you those options as you grow.
Rather than keeping you organized and saving you time, it can analyze your usage and data to help make better decisions on reaching prospects and clients.
A CRM can help in developing any freelance business, so if you are getting more and more email, contacts, and work every day, it can be time to be one.
This will help you manage all this information, and more importantly, you have to automate some tasks to nurture your customers and keep your business alive and developing.
Now, Do you have any questions about CRM and your free writing business? Tell us in the comments.
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