Staying organized is paramount if you want to run a successful business, especially if you have multiple clients. Investing in a Customer Relationship Management (CRM) software program is one such way to stay organized while building your client relationships.In its simplest form, a CRM program is similar to an online address book, or an old fashioned Rolodex that keeps your client’s information all in one place. Basic info such as address, email, phone number, and birthday can be collected when they sign up for your services and as you get to know them better, you can also ask for their family members’ names.Many CRM programs have spaces for notes and next steps, such as follow up phone calls or sessions, so at the beginning of each day your CRM will provide an automated to-do list based on those next steps. If you have tried to keep all these details in your head or logged into your phone calendar, you’ll know that sometimes items get missed or forgotten, which can damage …
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