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More Than Just Task Management
plandore
100 episodes
2 weeks ago
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Management
Business
RSS
All content for More Than Just Task Management is the property of plandore and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Management
Business
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Do You Really Need a CRM in Year One of Your Business?
More Than Just Task Management
18 minutes
1 month ago
Do You Really Need a CRM in Year One of Your Business?
CRMs (Customer Relationship Management systems) can feel like a must-have, but do you actually need one in your first year of business? In this episode, Anna Angelova and Jores Minasvand explore whether new business owners should invest in a CRM right away or keep things simple with spreadsheets until the time is right. They share the pros and cons, common pitfalls, and why the answer depends on your stage of growth and goals. You’ll learn: Why most small businesses don’t use a CRM and still survive When a spreadsheet is enough vs. when you’ve outgrown it How CRMs help manage leads, customers, and even automate communication Why starting early can save headaches down the road Affordable CRM options for small businesses (Zoho, Pipedrive, Monday, Go High Level, and more) The importance of choosing tools that can grow with your business If you’ve been debating whether to invest in a CRM, this episode will give you the clarity you need to decide what’s best for your business right now. Want support choosing the right tools and systems for your stage of growth? Join the free Visionary Founders Club and connect with other entrepreneurs navigating the same decisions: https://leficomp.com/vfc  Or check our services: https://leficomp.com/services/
More Than Just Task Management