The key features of a simple CRM any business can use

CRM stands for customer relationship management, and it is a set of tools or applications that helps to ensure better customer service in general. Knowing about CRM can be crucial for any business out there for a number of reasons. This article will look at just a handful of features that can make your next CRM easier to use.

Table of Contents

What is CRM?

Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle.

The goal of CRM is to improve business relationships with customers, help win new customers and keep existing customers satisfied. All while making sure that interaction with each customer is tracked and recorded so businesses can better understand their needs.

There are a number of features that are commonly included in CRM software. These features can vary depending on the specific system, but they often include:

  • Contact management: This is the most basic function of any CRM system. It allows businesses to store contact information for their customers in one place.  
  • Lead tracking and management: A good CRM system will allow businesses to track leads through the entire sales process, from initial contact to conversion.  
  • Opportunity tracking: This helps sales teams keep track of every opportunity in the sales pipeline, so nothing falls through the cracks.  
  • Activity tracking: This feature allows businesses to see a complete history of all interactions with each customer, including phone calls, emails, meetings and more.  
  • Reporting and analytics: A CRM system should provide users with powerful reporting tools so they can track progress towards goals and identify areas for improvement.

Why uses a CRM?

A CRM, or customer relationship management system, is a tool that businesses can use to manage and organize their customer data. CRMs can help businesses keep track of customer contact information, purchases, and other interactions. They can also help businesses automate tasks like customer service, sales, and marketing.

There are many reasons why businesses might choose to use a CRM software.

  • First, CRMs can help businesses save time by automating tasks that would otherwise be done manually. For example, a CRM can automatically send out thank-you emails to customers after they make a purchase.  
  • Second, CRMs can help businesses improve their customer service by giving them quick and easy access to customer information.  
  • Third, CRMs can help businesses increase sales by giving them the ability to target specific groups of customers with tailored marketing messages.  
  • Finally, CRMs can help businesses improve their overall efficiency by helping them keep track of all their customer data in one central location.

Features and design of a simple CRM

There are a number of features to consider when designing a simple CRM. The most important feature is the ability to track and manage customer data. Other important features include:

  • The ability to track sales pipeline data 
  • Lead management tools 
  • Contact management 
  • Account management 
  • Marketing automation 
  • Reporting and analytics

When it comes to design, a simple CRM should be easy to use and navigate. The interface should be intuitive and user-friendly. Ideally, the CRM should be accessible from any device or web browser.

Benefits of using a CRM

There are plenty of reasons to use a CRM for your business. Here are some key benefits:

Finally, don’t forget to measure your results so you can continually optimize your SaaS marketing efforts. Keep track of your website traffic, leads, and sales to see what’s working and what could be improved. By following these best practices, you can ensure that your B2B marketing efforts are successful.

  1. Improve customer satisfaction – A CRM can help you track customer interactions and feedback so you can address any issues quickly and improve the overall satisfaction levels.
  2. Boost sales – By keeping track of your leads and customers, you can identify opportunities and convert more prospects into paying customers.
  3. Increase efficiency – A CRM system can automate many of your sales and marketing tasks, freeing up time for you and your team to focus on other areas of the business.
  4. Enhance data analysis – With all your customer data in one place, it’s easier to segment your audience, track results, and make decisions based on hard data rather than gut feel.
  5. Create better team collaboration – By sharing information across departments, everyone in your company can have a better understanding of your customers and their needs, leading to improved collaboration and communication.

CRM can drive real business value

  1. Lead and deal management: CRM provides robust lead and deal management capabilities, so you can nurture your leads and close more deals.
  2. Customizable workflows: CRM lets you customize your workflows to fit your unique business needs. This means you can automate your sales process and get more done in less time.
  3. Reporting and analytics: With CRM’s reporting and analytics tools, you can track your performance and measure your results. This information can help you improve your sales process and close more deals.
  4. Integration with other products: Because CRM integrates with other products, you can manage your entire customer relationship lifecycle from one platform. This saves you time and helps you keep track of everything in one place. 
  1. Affordable pricing: CRM tool is very affordable, especially considering all the features it offers. This makes it a great option for small businesses or startups that are on a tight budget.

Recommending an easy CRM to use

If you’re looking for a CRM that’s both easy to use and packed with features, we’ve got just the thing. Our top pick for small businesses is Yoroflow.

Yoroflow’s CRM software is a powerful yet simple solution that gives small businesses all the tools they need to manage their customer relationships. The software is free to use, and it comes with a wide range of features, including contact management, sales pipeline tracking, quotes and invoicing, email integration, and more.

What’s more, Yoroflow is constantly being updated with new features and improvements. So if you’re looking for a CRM that’s easy to use and always getting better, Yoroflow’s CRM software is the way to go.


There are a lot of CRM software options out there, but not all of them are simple and easy to use. The key features of a simple CRM any business can use are: ease of use, affordability, scalability, security, and integrations. When you’re looking for a CRM for your business, keep these key features in mind to ensure that you find a system that will work well for you now and in the future. 

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