Press "Enter" to skip to content

10 Things to Look for in a CRM

David Anderson 0
  1. Ease-of-use/Introductory Lessons – 

CRMs are supposed to save you time and organize your workflow. If you’re spending more time figuring out your CRM than using it, there’s a problem. New systems can be difficult to understand, that’s just a fact, but there should always be options for learning. Be it a help site, how-to videos, online seminars, or a support line, your CRM should help you get started.

  1. An active community

This is big: If users are excited to become involved and talk about the CRM, you know it must be doing something right. If you don’t have other likeminded individuals to talk to, how do you know a CRM is any good? Not only will you have thousands of other users to share tips and tricks off of, it’s also a great method of expending your network.

  1. Mobility

Does the CRM have an app? It’s simple, CRMs are supposed to simplify your work and contacts. If you can’t use a system on the go, it won’t help you nearly as much as it should.

  1. An industry presence

When you think of the industry, do certain CRMs come to mind? They probably got there for a reason. But it’s not all about popularity. Does the CRM go to conferences or engage with other members of the community? Your CRM should work as hard as you do.

  1. Integrations

Is your CRM going to be a convenient hub for all your communications platforms, or just another tool in your toolbox? If the CRM can’t integrate with your email, import data and leads, or connect with social media, what’s the point of having it?

  1. Specializations

There are many kinds of CRMs, some for small businesses, some for real estate, some for stocks. Make sure the kind you’re buying for yourself is best for how you plan to use it. You don’t want to spend money on a system just to find out it doesn’t do what you need and does plenty of things you don’t need.

  1. Price for the features

There are dozens of CRMs out there, a lot have quite similar features, but they’re all going to cost slightly different amounts. Value is how much you get for how much you pay; make sure you’re getting a good deal.

  1. Free support

Chances are that at some point you’re going to need to call in to support. First off: make sure the CRM has a support number, and make sure they’re not going to cost you money to use it. If you’re charged per support session, you might as well add that cost onto the monthly price to figure out how much the CRM will actually cost you.

  1. Teams

Even if you don’t personally have a team for your business, CRMs with team support generally allow for easier cross-platform sharing. Plus, you’ll never know if you need to expand your business in the future. It’s always good to know teams are an option.

  1. Positive Reviews!

The easiest way to figure out if a CRM is worth your time. Do the users like it? Even if the reviews are mostly positive, look at the few negatives there are, so you can get a feel of everyone’s reaction to the service. And don’t look at the reviews on just one site, check out everywhere you can: Facebook, Google, Capterra.


Please visit us directly at

Leave a Reply

Your email address will not be published. Required fields are marked *