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Best CRM for Startups: Why You Need One Today

Flowlu Team
Flowlu Team
7 min read
Best CRM for Startups: Why You Need One Today
If you just launched a small startup, you may be looking for the best tools that can help you run and grow your business. So, you want to make sure that you have the best CRM system on your side. 

Ultimately, a CRM for small startups can help you build relationships with your customers. As you already know, your customers are the most important part of your business. So, if you take good care of them, you can be sure they will spread out the word about your startup as well as it is more than likely that they will come and buy from you again. We can then state that using a CRM system like Flowlu can help you increase your revenue.

What Is CRM Software?

Simply put, CRM stands for Customer Relationship Management and it's a tool that can easily be the backbone of your entire startup. At its core, CRM software features all customer-oriented strategies and technologies. Moreover, it directly helps improve customer relationship management with both current and potential clients.

CRM software can be a huge help in three main areas:

  • Build customer relationships
  • Create customer loyalty
  • Retention of customers

What Is CRM Software For Startups?

There's no question that running a startup is a bit different than running a small or large business. This is why a good CRM system for startups needs to include specific features tailored to them. But one of the main points is that as the startup owner, you just can't afford to spend a lot of money on any tool. This is why Flowlu is the best CRM system for small startups. It's not only fully customizable to your specific needs but it is cloud-based, making it a much more affordable solution.

7 Features A CRM System For Small Startups Needs To Include

#1: Get As Much Data You Can From Customers & Leads:

One of the main goals of a CRM system is the ability to collect, store, and organize data. As a small startup owner, you are probably looking for your first customers. And this is natural. In fact, it's perfect since the sooner you start collecting information from your customers and leads the better. It will not only save you time but many errors and mistakes as well.

When you're using a CRM software like Flowlu, you can collect any type of information from both your customers and leads. Besides the basic contact details, you may ask about their preferences, interests, and hobbies, among any other thing you believe is suitable. You can simply use the webforms that are available within Flowlu's platform and display them on either your website or on any third-party website. All the information that is submitted will go directly to Flowlu.

With all this information in your hands, you can then categorize your customers and leads so you can target them better. You can access each customer or lead information with just a couple of clicks.

#2: Nurture Your Customers & Leads:

A customer or a lead isn't just a number. They are people who are on the other side and want to be treated well, and with respect. When you're using Flowlu, you have the ability to send personalized messages that you can send using the email inside our platform. The main advantage of doing so is that all the emails you exchange with your customers and leads are also stored. So, whenever you want to see the details about a specific customer or lead, you'll also be able to know if he already got in touch with you before, if he had any issues, inquiries, and his purchase history, among others.

But when you're using a CRM system like Flowlu, you may also communicate with your customers and leads by phone. With simple integration, you can have all your phone calls recorded and attached to each customer or lead profile and information.

#3: Automate Your Sales Processes:

Sales processes usually include some manual and tedious tasks. However, as the number of customers grows, the more time you and your staff need to dedicate to these tasks. As if this wasn't enough, errors and mistakes are also likely to happen.

Fortunately, you can use Flowlu to help you reduce errors and mistakes and to use your time on more productive tasks. For example, you may set some simple automation rules to create projects, send emails to leads, and create follow-up tasks.

#4: Evaluate Your Sales Funnel At Any Time:

When you are using a CRM system like Flowlu, you can get a clear overview of your sales funnel and see how you're doing at any given time. You can see the sales you're making in each one of its stages and the conversion rate. This can be very helpful to determine if there are any stages where you're not making many sales. When this occurs, you may easily identify the problems and address them quickly.

#5: Create & Manage Invoices:

Depending on your industry and type of business, you may need to create and manage invoices. If this is the case, you don't need any external software to help you with this task. As we mentioned above, you can do it all inside Flowlu's platform. And invoices are no exception.

Inside Flowlu's platform, you can easily create and manage professional invoices. All your customer data will be automatically inserted from Flowlu and you can customize it to your own needs.

#6: Improve Collaboration:

Collaboration and communication are crucial in the workplace. However, sometimes it's hard to find the time to properly communicate with a colleague. After all, each one of your staff members has their own tasks and deadlines. So, sometimes, they aren't available when another member of your team needs them. This is where Flowlu comes in.

When you're using Flowlu, you can use comments, leave notes, provide updates, and attach files inside our platform. In case you want to catch someone else's attention in particular, you can @tag them in a comment to discuss important details and share ideas. You may even request a response from your colleagues if you need their expert assistance or urgent response.

#7: Keep Track Of Your Finances:

As the owner of a small startup, you are always carefully evaluating your finances. After all, money is always short for your needs. This means that you need to have a tool that can help you be on top of your finances all the time. Again, you can use Flowlu's CRM system for this function as well.

On our platform, you can start by handling cash flow with ease. You can record received payments and transfers, expenses, and even add notes to your records. No matter if you're thinking about office supplies or salaries, income from investments or sales, you can access all these records with just a few clicks at any time you want. But this is only one of the many things you can do with Flowlu.

When you're using our CRM system, you can easily keep track of all the money that is coming in and out of your startup. You just need to add your bank accounts and then categorize and link transactions to credit cards, PayPal, bank accounts, or even cash.

Creating estimates is as easy as clicking on some options. You may include taxes, discounts, terms and conditions, and shipping charges, among others. This will allow you to get paid faster. And talking about getting paid, with Flowlu you can integrate it with major online payment gateways. You'll even be notified when a payment is made as well as it will be automatically recorded on Flowlu's platform.

But the cherry on the top of the cake is the powerful reports that you can access for financial management. With these reports, you'll get a clear picture of the company’s revenue and expenses and profit and loss. One of the best things about our reports is that they also include charts and graphs so that you can get an immediate overview of how your business is doing and what exactly needs improvement.

Flowlu Team
Flowlu Team
7 min read
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