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What is a CRM? (And Why You Need One)

Decoding the Mysterious CRM

Okay, so you’re here, you’ve heard about CRM, but you’re thinking, “What the heck is a CRM? Is it a secret code? Some kind of magic business potion?”

Well, we’re here to clear that up. CRM stands for Customer Relationship Management, which is a fancy way of saying, “It’s a system that helps you keep track of all the people who are excited about working with you.” It’s like a digital notebook where you store everything about your clients, from their contact info to the sacred details about their needs and desires.

Imagine you’re a healer, coach, or spiritual guide, and you have clients who trust you with their deepest journeys. Now, imagine trying to remember every detail about every person, what they’re working on, when you last spoke to them, and even their birthday (seriously, who has that kind of memory?).

A CRM takes all that stress off your shoulders and organizes it into one place. Say good-bye to post-it notes and spreadsheets and hello to simplicity and ease. Let’s face it, spreadsheets are like that dusty old crystal you found in your drawer. It still works, but it’s not doing you any good. 

Here's Why You Need One
(besides it being awesome):

  • Stay Organized: No more sticky notes, scattered spreadsheets, or that one notebook you keep losing. With a CRM, everything you need to know about your clients is organized and easy to find.

  • Automate the Boring Stuff: Remembering to send follow-up emails, schedule appointments, and keep track of client milestones can be a lot. A CRM takes care of it for you, so you can focus on what really matters (like manifesting more abundance or meditating for clarity).

  • Connect on a Deeper Level: When you know exactly where your clients are in their journey, you can offer them better service. A CRM helps you nurture relationships with ease, showing your clients you genuinely care.

Frequently Asked Questions

Have questions? We’ve got answers. If you have more questions, just let us know and we’d be happy to clarify it for you.

What is a CRM, and why do I need one?
  • A CRM (Customer Relationship Management) system helps you manage customer interactions, automate follow-ups, and organize data.
  • It’s essential for efficient sales and customer service.
  • Anyone that is starting their own business and looking to scale.
  • Our clients include solopreneurs, freelancers, business owners, and non-profits. 
  • Yes. We can customize the features and pricing based on your unique needs.
  • You can even bundle our CRM with our other services to get the most value for your business.
  • We provide a guided onboarding process to help you set up quickly as well as DYI documents for the tech-savy pioneers.
  • We also offer packages that include 24/7 support, a dedicated project manager, and a combination of both. 
  • Yes, you can easily upgrade to a higher plan at any time to access additional features.
  • You can even bundle the CRM with our additional services. 
  • Very easy! We provide a free trial so you can explore all the features and see if it’s the right fit for your business.
  • You can also sign up today when you know we are the right fit. Check out our pricing under the Services menu for more details.
Still Have Questions? Let’s Connect!