CRM otherwise known as Customer Retail Management is a tool and process used by many companies around the globe and is now available for the small local business owner!  Many of the CRM providers are well equipped to handle large businesses but it also comes with a price tag.  Our review gets into the ideal features of a CRM and what they can offer the local business owner. So for local business owners whether at your brick-and-mortar location or online it’s always about trying to engage with his customers.  So our old school standbys come in the form of ads, yellow pages, flyers, newspapers, and signs.  Now with the new order of the digital age and especially since the onset of the COVID-19 pandemic, online business presence is becoming even more important to keep customers coming to your place of business.  This is where CRM can help in so many different ways to engage your customers! So what does CRM solve for the local business owner?  Here are the best features:

• Contact Lists – add users to your lists
• Automate Emails – engage customers with your latest promotions, services, and deals
• Segment – identify the interests of each of your customers to customize your offering
• Upsell – know your customer’s journey so that you can convert them to an upsell

To find out more about CRM and how it can help your business take our quiz!