CRM is an automated system to help business owners track all communications, build and maintain relationships with both leads and customers.

If you think about it, a CRM system easily replaces the numerous spreadsheets, apps, and databases that many businesses need to use together to keep track of customers’ data. So, with just a CRM system like Lua CRM, you get organization, efficiency, better time management, and impress customers.

Ultimately, a CRM system aggregates all your data in just one place. From all your communications including calls, emails, meetings, and form fill, to purchases, quotes, documents, and all the tasks associated with each customer and lead. The main benefit is that all your staff can access those details at the right time to make sure they can close the sale or deliver outstanding service.

What Does A CRM System Do?

As its name implies, a CRM system’s main goal is contact management. After all, its main purpose is to store and manage all data for all kinds of contacts, from leads to business partners. But now you’re thinking that you can use a spreadsheet instead. Well, you could but you will end up with multiple spreadsheets where you can never find what you need in time. The information will be scattered over your spreadsheets and you never know where exactly you can catch what you are looking for.

Although a document or spreadsheet may be a good solution when you have a few contacts or you’re just collecting simple contacts and users’ data. However, a CRM system like Lua CRM is a dynamic and more complex data center. After all, it can keep track of what emails a contact has opened, their last purchase date, details of previous communications or even a call record. CRM also integrates well with other tools like digital business cards which allows automated lead sync and follow-up. The best part of using a CRM system is that it updates automatically as your customers and leads take action. In case you were still using spreadsheets, you have to add this data manually.

The best CRM systems like Lua CRM, allow you to see how hot or cold a lead is, at a glance. You can set your own rules to make sure that you clearly identify these leads.

As you can see, all these examples are mostly linked to sales and marketing activities, but there are also some cases in which CRM is a good option, especially when you don’t need to sell anything and simply want to capture, store and organize peoples’ data.