Choosing the Right CRM for Your Business

 
 

Welcome back to another episode of the BizMagic Podcast, where tech meets business with a side of sarcasm! Today, we’re diving into a tool that can completely transform how you run your business: a CRM (Customer Relationship Management system).

If you’ve ever lost track of a lead, scrambled to find client details, or felt overwhelmed by admin tasks, a CRM might be your new best friend.

In this episode, I cover:

  • What a CRM actually is (hint: it’s more than a fancy contact list)

  • Why I think most business owners with clients should have one

  • How a CRM saves time, boosts professionalism, and tracks growth

  • Key factors to consider when choosing the right CRM for your business

  • Popular CRMs like 17Hats, Notion, Dubsado, HoneyBook, HubSpot, and more

The right CRM isn’t about picking the fanciest option—it’s about choosing one that works for you. Whether you need automation, invoicing, or simple organization, there’s a CRM that fits. Future You will thank you!


Links & Resources:


If you’re interested in learning how to work with BizMagic, I welcome you to schedule a consultation.

If you’d like to be a guest on the BizMagic Podcast, you can inquire here.

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The Power of Storytelling in Business with Katelyn Calhoun

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Pivot Like a Pro: Mastering the Art of Business Flexibility with Tasha Booth