A CRM, or Customer Relationship Management system, is an online application that helps you manage and nurture relationships with customers and prospects. It stores valuable customer data, tracks interactions, and enables you to provide personalized services.

​A CRM centralizes customer information, improves communication, and enhances customer satisfaction. It can also help you make data-driven decisions, target your marketing efforts effectively, and ultimately grow your business by fostering more robust customer relationships.

I can help you:

• select the right CRM for your needs and budget
• review and clean up your current data so that it will import smoothly into the CRM
• fully set up the CRM and train you how to use it

If you already use a CRM, I can help you move it to a new one.

For more information, please see:

• Spreadsheets vs. CRMs: a simple one-page document listing the advantages of CRMs over spreadsheets. (Spreadsheets are great for lists such as this, but there are more effective tools for storing complex business data.)
• ​​Gridlocked: A Guide for Integrating Spreadsheets into Relational Database Systems: a detailed 8-page guide describing how to merge spreadsheets with databases