CRM: The Best Solution for Managing Clients and Deals

Contact Database

A CRM serves as an address book where you can neatly store all your information. If your clients include business owners, the CRM will automatically fill in their basic details from the business register. With customizable fields, you can add personal data, contact details, or even interests and hobbies. You can also tag your clients, so you immediately see what you’re working on with each of them.

In short, you can tailor the entire solution to your needs, allowing you to record exactly what your business requires.

Meetings and Reminders

You can schedule meetings, calls, and other tasks directly in the CRM calendar. On the client’s record, you’ll always see what activities are planned with them. So if you arrange a meeting, it will appear both in the calendar and in the contact database.

This gives you a clear overview of your plans with each client. And with reminders enabled, you’ll never forget anything.

If you're not only looking for a CRM but also some extra hacks to save time, check out our article on time management for salespeople.

Client Relationship History and Customer Care

Did a client mention a detail during a meeting? Note it down, and you can bring it up next time. For each contact, you keep records of meetings, documents, offers, Emails exchanged—everything you've ever handled with the client, including how much money is at stake.

Tracking this information not only supports sales and marketing but also enhances customer service. For example, if a client calls and your support team has access to the CRM, they can greet the client by name and instantly see a complete history of what the client has purchased, when, and where. This helps them resolve the issue more quickly and leaves the customer feeling they’ve received exceptional care.

Detailed and Clear Reports

How many clients are in each stage of the sales funnel? What are your business results for the past month, quarter, or year? And which salesperson contributed the most? You’ll find all this and dozens of other data points readily available in the CRM—often visualized in clear charts. No need to store dozens of Excel spreadsheets, set up macros, or struggle with complex data analysis.

A clear sales funnel is the foundation of all CRM reporting. We explain how a sales funnel works in a dedicated article.

Marketing Campaigns for Stored Contacts

Thanks to CRM integration with mailing tools, you can easily send bulk emails or newsletters to your customers or potential clients.

You can segment clients in the CRM based on various categories—such as market sector, length of the business relationship, or services they've shown interest in. This allows you to target your marketing campaigns more effectively.

Automation of Routine Tasks

CRM ensures that salespeople spend as little time as possible on administration and can fully focus on communicating and meeting with clients. CRM partially automates tasks such as:

• searching for and filling in client information,

• sending Emails,

• or generating offers and contracts.
  
  

By automating routine tasks, CRM not only makes work easier for salespeople but also shortens the sales cycle—ultimately boosting sales. In other words, when salespeople have more time to sell, they sell more.

Client Records Accessible from Anywhere

Another advantage of a CRM solution is accessibility—you and your colleagues can access client information anytime and from anywhere. Thanks to the mobile app, you can enter information right after a meeting, even using a voice message.

If you're curious about what data every good salesperson should keep on their clients, we've written an article about that.

CRM is not only a solution for managing contacts but also for streamlining and automating sales, marketing, or HR. It helps strengthen customer relationships and makes team collaboration easier.