Small business crm

Everything you need to know about’s Small Business CRM  

Eunice Asuncion

As businesses grow, it becomes increasingly difficult to track and manage all data and processes. That’s why many companies decide to use a customer relationship management (CRM) system. 

A CRM system is a software application or platform that brings together all of the information about your customers from different departments in your company. This can include data such as contact information, purchase history, support tickets, and marketing interactions. By having all this information in one place, you get a holistic view of each customer.’s Contact CRM offers you this. It’s a small business CRM tool that simplifies managing and handling your customer data and interactions, so you can focus on building stronger connections with your customers and prospects. 

What is Contact CRM and how does it work? 

Contact CRM is a tool that allows you to see how customers interact with your business at every stage of their journey, from the first time they subscribe, to the time they make a purchase and beyond. It helps you organize all of your customers and prospects in one platform by providing a central location to store all of their data. This data can then be used to keep track of customer inquiries from your website, as well as other interactions with your business. 

For example, when a customer submits a contact form on your website, their information is automatically stored in your CRM system. You can then use this information to follow up with the customer and answer their inquiry. 

You can also use Contact CRM to track other customer interactions via a notes section. This information can help you better understand your customers and their needs, which allows you to provide them with more personalized service. 

What is in Contact CRM? 


The dashboard gives you a brief and quick overview of your contacts, any recently joined subscribers, and the collections of email addresses you have in your system. 

Email Lists 

Create custom email lists, automated email, or use one of our system generated lists. Our system lists track of all contacts, form submissions, purchases, and more. 

Automated Email List 

Automated lists allow you to create lists of contacts that are automatically populated based on certain criteria, such as location, age, or occupation. This means that you don’t have to manually add contacts to these lists, which can save you a lot of time and effort. 

Form Inbox 

View all the responses from your forms in a single location. This makes it easy to keep track and respond to leads. 

Five reasons why Contact CRM is the best small business CRM 

It simplifies the process of collecting data 

Imagine if you had to gather all the information from various sources and then put it together by hand – that would be a tedious and time-consuming task. You’d also need to arrange the data to make sense of it. 

But with Contact CRM, you don’t need to stress about that. It will collect all the data you need so you’re free to focus on other important tasks for your business. 

It makes managing leads more efficient 

There are many ways that potential customers (prospects and leads) can learn about your business and interact with you. They might visit your website, read your blog posts, watch your videos, follow you on social media, or even call you on the phone.  

Contact CRM makes it easy to effectively track contact inquiries, see who has scheduled and/or paid for services, who purchased products, and who is a first-time buyer. Plus, it provides flexibility to adjust lead statuses as they move through the sales process, ensuring you can track and nurture prospects effectively. 

It uses tags to organize information effectively 

Contact CRM makes it easy to categorize and sort contacts using tags. This feature facilitates targeted communication with specific groups of contacts, so you can tailor your interactions based on their interests and needs. 

It provides detailed insights about your contacts 

When you collect and understand what your customers like and need, it helps you provide them with a great experience. You can use this information to make smart decisions about your website or product and ensure it meets their expectations and keeps them satisfied. 

With Contact CRM, you can easily keep track of what your contacts are doing, like how they’re interacting with your business. You can add notes to remember important details about your interactions. 

It seamlessly integrates with other products 

If you use one of these three products, MySchedulr, Website Builder and Online Store, you will have access to the CRM, offering a powerful combination that empowers you to manage appointments seamlessly, gather valuable customer data, and send targeted email marketing campaigns. 

Streamline your business with Contact CRM 

Customer relationship management (CRM) is a game-changer that applies to businesses of all sizes. It’s the key to building strong and lasting relationships with your customers.’s Contact CRM is your go-to tool for effective customer management. It’s packed with features to simplify your business and drive growth. With Contact CRM, you can keep all your customer information in one place, making it easy to track interactions and learn from them. Imagine having all the details you need right at your fingertips to personalize your service and meet your customers’ needs. 

Check out Contact CRM today and see how it can pave the way for your business growth and success. To learn more, check out our Contact CRM support article.

  • Eunice Asuncion

    Eunice is a Content Marketing Specialist at With over three years of writing experience, she uses the power of valuable content to not only inform but also inspire growth and success for individuals and business owners in the digital landscape.

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