Do you need a CRM software? Do you even know what a CRM is? Is it worth paying for? I’m spilling all my personal CRM beans so you can make the right decision for you.
What is customer relationship management software?
CRM stands for customer relationship management. For our purposes, we’re thinking about the software aspect and the way that you as a freelance writer would use a CRM in keeping track of all your different clients. The “C” in CRM technically stands for customer, but we’re going to think of it as client.
There are many different companies to choose from. Here are a few: Bonsai, Dubsado, Honeybook, HubSpot, 17hats, and Zoho. In addition, different types of invoicing software have CRM built in. You can pick a broad CRM or a niche one. There are free ones and more costly ones.
Benefits of CRM software
- It helps you stay organized. If you’ve ever tried to run a digital business with a pen and paper, it can get rough. I quickly found out that my old system of folders on my desk was not cutting it, and I made the switch.
- There are lots of different options. You can find a CRM software that works for your business, your brain, and your budget.
- Your CRM can have other features like scheduling, contracts, workflows, or questionnaires. You might appreciate having an all-in-one system.
- You free up brain space. When you have a system, you don’t have to remember to do all the things. Your system automatically keeps things moving for you, and your brain can be used for creative parts of your business, like writing.
Drawbacks of CRM software
- It will only work if YOU actually do it/set it up first. It’s not magic. It requires your consistent input in order to make your life easier.
- There can be a monthly fee. If you want lots of features, there’s a fee. But depending on what your needs are, that may be worth it to you.
- It’s another thing to manage. I put off managing a CRM for about a decade. My workaround was to have everything in one big spreadsheet–inquiries, assignments, due dates, fees, some bookkeeping. It worked, but then my business got more complicated and I had to say goodbye to the spreadsheet.
- There can be a learning curve. Even if you’re just setting up a spreadsheet, there’s a learning curve. So if you’re trying to learn how to correctly use a new software, and not mess things up, there’s definitely a learning curve. That means time spent loading templates, building workflows, connecting clients to projects, etc.
If you want to fill your CRM software (or spreadsheet!) with clients, make sure to check out my newest course, Booked-Out Writer. You’ll discover the ways established copywriters develop an unending stream of great clients without having to do any icky selling. Booked-Out Writer is loaded with all the tools and support you need to become a success story.