Do I really need a CRM?

do i really need a crm

As the owner of a CRM company, you would think I would say “Yes. Everyone needs a CRM.” However I might surprise you here with this statement:

Many businesses do not need a CRM

A CRM is just a tool to help you manage customer relationships. If you don’t need help in this area, then you don’t need a CRM. 

Let’s look at some examples where you would not need a CRM.

You do not need a CRM if:

1. You only have a handful of customers and prospects

If you work with only a few prospects at a time, for instance you target celebrities or very wealthy individuals, you might not need a CRM. We can all keep track of 5-10 customers in our heads. Sometimes introducing a CRM into this scenario causes more problems than it solves. 

A CRM is valuable when you need to juggle several balls at one time. If you only have 1 ball, you have no need for a CRM!

2. Your business has a built-in customer base

Ebay, Gas Stations and the DMV probably have little use for a CRM. You don’t need to attract new customers if you own a gas station. Chances are, people chose you because of your location and the prices on your sign. 

You go on Ebay when you need to buy or sell something. A representative at Ebay doesn’t call you to check-in and see if there is anything they can do for you.

3. You think on paper (or white boards!)

Some of us are just old school. We think on paper, we keep notes and write everything down. Maybe you have spiral notebooks, journals or just a lot of yellow pads. Others have white boards with all the information they need to keep track and to follow up with customers and prospects. And don’t forget the trusty filing cabinet where all the past records are. 

Converting from paper to CRM software is sometimes too much to ask. If your brain is wired for paper, a CRM may not be helpful and may even be detrimental to your organized chaos.

When a CRM IS helpful

A CRM can help you keep track of hundreds or thousands of customers.

A CRM will:

  • help you get organized
  • remind you of who you need to call today 
  • automate your email and text message campaigns
  • give you a single place to log your contact notes

Here is the best way to know if YOU need a CRM:

If you feel a little out of control, if customers are following through the crack and if your follow-up and follow through needs some help then you need a CRM.

Frequently Asked Questions

AllClients does not charge a set up fee. We aren’t looking for a quick buck- we’re interested in long term relationships with folks who will be our customers for several years to come.

Our product is subscription based monthly and if at any time AllClients is not working out for you, stop paying us, take your data with you and we can still be friends!

Phone, email and chat support is included in your monthly subscription price. We also have great video tutorials and an online support community for do-it-yourself support. Remember, support is included, so don’t struggle – we are here to help.

Yes, you can set up a Team where you will all have separate logins. Each team member will have different access and rights to the system. Watch the Team Overview Video for more information or check out our Pricing page. 

Sure. Outlook, as well as most contact managers, will allow you to export your contacts into a standard format called CSV (Comma Separated Values). Once you have your data in a CSV format, it can be easily imported into AllClients. Watch this video for more details.

Yes, please see our HIPAA compliance statement here.

Yes, please see our GDPR compliance statement here.

Your client information is 100% yours. No one else can see it, or use it. And when you leave, you take your data with you. Be sure to keep your login information private and secure.

We use industry standard SSL encryption at the same level (128 bits) as online banks and financial institutions. (Look for the lock in your address bar). We make all reasonable efforts to secure and safeguard your data.

Nobody can promise 100% uptime, but we make every reasonable effort to ensure the highest possible availability. We only use the highest quality service providers and any scheduled downtime is late at night or on the weekends. You can check the history of our uptime here: AllClients Uptime Report (monitoring by Pingdom).

Yes. Find our app in the Apple Store and Google Play Store. We also have a mobile version of the product you can access on any smartphone that looks similar to the app. 

Any version will allow you to access your live data in real time (not a copy of your data). With live data, if you add a contact on your mobile device it is the same as adding a contact on your computer. Or if your assistant back at the office adds a contact, you will see it on your mobile device immediately. Watch this video to see how mobile CRM software works.

We do a daily, system wide, back-up that will help us recover if there is a catastrophic problem with the servers (unlikely). To safeguard your specific data, we recommend you back-up your own data on a regular basis. Do this by going to Settings > Export.

Do we EVER update it? How about Constantly! Our customers are currently using the live version of AllClients while we are creating and testing the next version. We are always looking for ways to make the product better, and we get all of our enhancement ideas from current customers.

AllClients was built from the ground up from suggestions and feedback from people like you. We welcome and encourage your ideas and feedback. Send your thoughts and ideas to our support team.

No! NEVER! As a customer of AllClients, all of your client data and your personal information (including your e-mail address) is private and will never be sold, rented, shared, reviewed, loaned, or in any way used by anyone but you. For additional security, please do not share your CRM software login information with anyone.

We have priced AllClients fairly so we can provide an excellent product that continues to grow and evolve with the market. You can earn a discount by referring a friend to us through our Refer-A-Friend program. You can also receive a price break by purchasing an annual subscription rather than paying month to month.

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