Sign up to save your podcasts
Or
Share 104. Choosing the Right CRM Solution: 4 Steps to Help You Make A Decision
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
104. Choosing the Right CRM Solution: 4 Steps to Help You Make A Decision
Choosing the right CRM (Client Relationship Management) solution for your online business can significantly enhance how you interact with clients and streamline your processes. In this episode, I share four essential steps to help you make an informed decision when selecting a CRM that aligns with your unique business needs. Tune in for practical insights and tips that can help you maximize your time and improve client experiences.
LINKS & MENTIONS
- Ep 68. Do you need a CRM for your online business?
- Workflow Work Session
- Harmony Systems Sprint
CURRENT EVENTS
Apply to work 1:1 with me in the Harmony by DESIGN Private Partnership
LOVE HARMONIOUS MOMPRENEUR?
Leave us a rating & review! Your feedback helps this podcast reach more moms in business like you!
WORK WITH ME
- Harmony by DESIGN Private Partnership: A high-touch, private strategy experience for legacy-minded mom entrepreneurs ready to lead with clarity, honor their capacity, and make decisions from a place of rest, not reactivity.
- Harmony Systems Sprint: A VIP Week where I’ll set up an automated workflow for your client experience— from inquiry to offboarding. And after your VIP Week, you still have 2 weeks of support!
- Join Email Community: Want more beyond the podcast? Join my email community for practical insights on building systems that support sustainable business growth and peace at home. From client experience and automation to home management and self-care, you'll get the tools that fit your real life. Plus, I’ll share real lessons from my journey as a Christian mom navigating motherhood, entrepreneurship, and faith.
MY FAVORITE BUSINESS TOOLS
- Dubsado (Client Management): Get 20% off your 1st year or month
- Flodesk (Email Marketing): Get 50% off your 1st year
- Showit (Website Builder): Get one month free
- Captivate (Podcast Host): 7 day free trial
- ClickUp (Project Management)
- Castmagic (Content AI Tool)
- Komodo Decks (Screensharing & SOP Creation)
- Descript (Recording & Editing)
Some of the links above may be affiliate links, which means I may earn a commission if you purchase through them, at no extra cost to you. I only recommend products and services I truly believe in and think will be valuable to you.
CONNECT WITH PHYLICIA
- DM me on Instagram
- Connect on Threads
- Visit the Website
- Ask Me Almost Anything Form
View all episodes
By Phylicia Pough, Life & Business Systems Strategist for MomsChoosing the right CRM (Client Relationship Management) solution for your online business can significantly enhance how you interact with clients and streamline your processes. In this episode, I share four essential steps to help you make an informed decision when selecting a CRM that aligns with your unique business needs. Tune in for practical insights and tips that can help you maximize your time and improve client experiences.
LINKS & MENTIONS
- Ep 68. Do you need a CRM for your online business?
- Workflow Work Session
- Harmony Systems Sprint
CURRENT EVENTS
Apply to work 1:1 with me in the Harmony by DESIGN Private Partnership
LOVE HARMONIOUS MOMPRENEUR?
Leave us a rating & review! Your feedback helps this podcast reach more moms in business like you!
WORK WITH ME
- Harmony by DESIGN Private Partnership: A high-touch, private strategy experience for legacy-minded mom entrepreneurs ready to lead with clarity, honor their capacity, and make decisions from a place of rest, not reactivity.
- Harmony Systems Sprint: A VIP Week where I’ll set up an automated workflow for your client experience— from inquiry to offboarding. And after your VIP Week, you still have 2 weeks of support!
- Join Email Community: Want more beyond the podcast? Join my email community for practical insights on building systems that support sustainable business growth and peace at home. From client experience and automation to home management and self-care, you'll get the tools that fit your real life. Plus, I’ll share real lessons from my journey as a Christian mom navigating motherhood, entrepreneurship, and faith.
MY FAVORITE BUSINESS TOOLS
- Dubsado (Client Management): Get 20% off your 1st year or month
- Flodesk (Email Marketing): Get 50% off your 1st year
- Showit (Website Builder): Get one month free
- Captivate (Podcast Host): 7 day free trial
- ClickUp (Project Management)
- Castmagic (Content AI Tool)
- Komodo Decks (Screensharing & SOP Creation)
- Descript (Recording & Editing)
Some of the links above may be affiliate links, which means I may earn a commission if you purchase through them, at no extra cost to you. I only recommend products and services I truly believe in and think will be valuable to you.
CONNECT WITH PHYLICIA
- DM me on Instagram
- Connect on Threads
- Visit the Website
- Ask Me Almost Anything Form