Tag: reporting capabilities

What does a CRM do for a small business?

In today‚Äôs digital world, it is essential for companies of all sizes to stay up-to-date with customer relations and data. For small businesses, this can be a challenging task. This is where Customer Relationship Management (CRM) software can make a huge difference. CRM software assists small businesses in managing customer information, optimizing processes, and understanding […]

Is Excel a CRM?

Customer Relationship Management (CRM) is an essential tool for businesses hoping to keep their customers engaged and build strong relationships. Excel is a powerful tool for managing data, but is it a CRM? The answer is no, but it can be used as part of a CRM system. At its core, Excel is a spreadsheet […]

Generate CRM in minutes!