How to Choose the Right CRM for Your Business
When you’re running a business, especially if you’re neurodivergent, it’s easy to feel overwhelmed by endless admin and client management tasks. Knowing how to choose the right CRM for your business can be the game-changer you need to simplify these processes and bring some calm to the chaos.
A good CRM (Customer Relationship Management) system can streamline your workflows, save you hours, and make managing your business feel effortless. But with so many CRM options out there, how do you know which one is the perfect fit?
Why a CRM Is the Secret Weapon Every Business Needs
Imagine a world where you never lose track of client details, every follow-up happens automatically, and your calendar doesn’t look like a battlefield. That’s the magic of a well-chosen CRM system. For business owners—especially neurodivergent women juggling endless tasks—CRMs are life-savers that bring order to the chaos. Here’s why every business needs one:
- A CRM keeps all your client details in one place, so you’re not hunting through emails or notebooks trying to find that “one important thing.”
- Automating workflows (think follow-up emails, reminders, invoicing) saves you hours each week, letting you focus on what actually excites you.
- Consistency is key in client relationships, and CRMs make sure nothing falls through the cracks, so you’re delivering that A+ experience every time.
The right CRM can give you the time and energy to focus on the parts of your business that light you up, instead of draining you.
How to Choose the Right CRM for Your Business: Key Features to Look For
Not all CRMs are created equal, so let’s get clear on what actually matters when choosing a CRM. Here are some features to look for to ensure the CRM you choose is ADHD-friendly and business-boosting.
User-Friendly Interface
Look for a CRM that’s intuitive and easy to navigate. Complex, cluttered dashboards will only add to the overwhelm. The goal here is simplicity—something you can dive into without feeling like you need a tech degree.
Automations that Save Time
A good CRM should handle the routine tasks for you, like sending reminders, following up with clients, and invoicing. This automation is what frees up your time and mental energy, so you’re not bogged down by repetitive admin work.
Centralised Client Tracking
You want all client details in one place, from emails and project notes to invoices. No more jumping between platforms to find information. When everything is centralised, it’s easier to manage and makes client relationships seamless.
Dubsado vs. Moxie: Which CRM is Right for You?
When it comes to CRMs, Dubsado and Moxie are two popular options that hit the mark for service-based businesses. Here’s a quick comparison to help you figure out how to choose the right CRM for your business.
Moxie is simple, streamlined, and super easy to use, which is ideal if you want a straightforward CRM without all the bells and whistles. It’s great for businesses that just need a CRM to manage client communications and basic workflows without the extra complexity.
Dubsado is incredibly versatile, offering robust workflows, client portals, and customisation options galore. It’s a great choice if you need a CRM that can manage complex client workflows and detailed projects. Dubsado’s flexibility makes it perfect for businesses that need a bit more customisation and power.
Not sure which one suits you best? I’ve created a Moxie vs. Dubsado quiz to help you figure out which CRM will fit your workflow like a glove!
Steps to Choosing the Right CRM for Your Business
Alright, now that we’ve covered what makes a good CRM, let’s dive into a step-by-step process to make sure you pick the one that’s truly right for your business:
Evaluate Customer Support Options
Make sure the CRM you choose has solid customer support and resources, like tutorials or a knowledge base. This is especially helpful if you’re new to CRMs and may need a bit of guidance getting everything set up.
Identify Your Biggest Pain Points
Make a list of the tasks that make you feel like you’re drowning. Are you constantly following up with clients? Do you lose track of deadlines? Understanding your pain points will help you choose a CRM that tackles the issues you face most often.
Set Your Budget and Growth Goals
Think about what you can invest in a CRM now, but also consider your future needs. As your business grows, you want a CRM that can scale with you, so you’re not looking for a new one in six months.
Choose the Must-Have Features
Stick to the essentials, like client tracking, automation, and easy navigation. Extra features are nice but can often add unnecessary complexity. Pick a CRM that has what you need to streamline your business without overloading you.
Take Advantage of Free Trials
Most CRMs offer free trials, so use them! Test out the platform, see how easy it is to set up automation, and get a feel for the workflow. This hands-on experience will help you see what works for you.
Evaluate Customer Support Options
Make sure the CRM you choose has solid customer support and resources, like tutorials or a knowledge base. This is especially helpful if you’re new to CRMs and may need a bit of guidance getting everything set up.
How Studio She Can Help You Choose and Set Up the Perfect CRM
Feeling overwhelmed by CRM options? I get it—there’s a lot to consider! At Studio She, I specialise in custom CRM builds tailored to neurodivergent women in business. Whether you’re leaning towards Dubsado, Moxie, or something else, I help you not only choose the right CRM for your business but also set it up with workflows that make sense for how you work.
My approach is all about making complex systems simple, freeing up your time, and keeping you focused on the parts of your business that make you excited to show up every day. Let’s chat about how a custom CRM build can take your business from chaotic to calm!
Investing in the right CRM isn’t just about convenience; it’s about making your business manageable, freeing up mental space, and working smarter. Ready to reclaim your time and bring calm to your business backend? Let’s explore how Studio She’s custom CRM builds can help you streamline, simplify, and succeed.
This post contains affiliate links but don’t worry – it’s all my fave stuff and stuff I really use.
