CRM software is a modern day Rolodex to help your sales team manage leads, customers, and communication. For businesses that do project-based work, it is especially important to keep track of information like contracts, proposals, and other documentation that new clients receive. A CRM solution can automate the back and forth to make it easier to work with potential customers and customers alike.
In addition to improving contact management and organizing documents, small businesses use CRM software to manage their sales pipeline. When setting up your CRM for sales, it is important to think about the ways you categorize different stages of your customer journey (like prospect, opportunity, won sale, etc.) and tag your customers appropriately. Doing so will keep your sales pipeline organized and help you create custom sales reports that reveal new insights about your business.