There comes a time (one hopes) in the life of every small business when the number of clients outpaces the capacity of the business owner's brain. For LMW Edits, that time has come!
I'm really into using integrated cloud-based apps to run my business. I'm pretty well versed in accounting, marketing, and other foundational business practices thanks to my MBA, but I'm still just one person and anything that streamlines processes is a win in my book. Plus, part of the way I differentiate my business is by keeping on top of tech trends in the organizing space, so it would be rather incongruous for me to use dated tools myself.
So, when I realized I needed a CRM tool (that would be Customer Relationship Management, a fancy way of saying "how to keep track of clients"), my top priority was to find something that would integrate with Xero, the cloud-based accounting app I've been using since I received my very first payment. Although I have nothing to compare it to, I've been very happy with Xero: the design is clean, it's super user friendly, and there are tons of resources available including the App Marketplace, which is where I started my CRM search.
At this point, based on reviews and recommendations from other tech-savvy organizers, Insightly is bubbling to the top of the list. I'm going to do a bit more research, so if you have a CRM solution you love, tell me about it! I'd be very interested to hear your experience.