A good CRM will help you automatically log and act on email conversations with clients and prospective clients.

Before you carry on with your regular business communications, make sure that your CRM has been successfully integrated with your business email. Usually, a Gmail account is most compatible with various CRM software options, but many CRMs have also integrated functionality with Outlook.

Once you’ve found your perfect freelancer crm, most of the hard work is over. The next step is to familiarize yourself with this new business software tool, and set it up in a way that will help you accomplish important business objectives.

What is CRM and, as a freelancer or small business, do you even need it? CRM is a big umbrella term that covers your business relationships with your clients, all the information associated with them, and the way you manage those relationships and their surrounding data.