212 - Elements of CRM: Why You Need One and What to Look For in Software

Organize, strategize, and grow your business with the right CRM tools! We discuss why every business needs a CRM and the essential features to look for. Listen in!

Time Stamps

• 00:30 - Introduction to CRMs
• 02:14  - The Importance of Bookkeeping
• 04:10  - Understanding CRM Features
• 09:11  - Choosing the Right CRM for Your Business
• 20:20  - Essential Features for CRM Beginners
• 26:05  - Implementing and Pricing Your CRM
• 38:20 - Episode Outro

Learn how you can improve your customer and project workflows! BOOK YOUR FREE 30-MINUTE STRATEGY CALL HERE! 

Resources

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What is The Cash Flow Contractor?

If you’re like most contractors we know, then you started your business because you’re passionate about and great at your craft. You also wanted to be your own boss. Owning a business has a lot of advantages, but also a lot of challenges.

We started this podcast to talk about things that matter to you as an owner, like business fundamentals, sales processes, marketing, leadership, and much more. Armed with knowledge, you’ll be able to reach your goals, whether that’s growth, getting your shop to run without you, or anything in between.