Not Using A CRM? You Should!

  • Author: Alistair O'Sullivan

A CRM for lead generation and client management is essential within an agency.

CRM’s (Customer Relationship Management) helps you organise potential prospects, clients, warm and cold leads, and previous customers.


Rather than writing all your notes down, hoarding a bunch of business cards from networking events and generally wasting time, you can just input all that information through your phone, tablet or laptop.

At a networking event?

Pop the info into Hubspot Customer Relationship Management Software.

At a prospects meeting?

Put it into Salesforce.

Heard about Dave who needs a website doing?

Pop him into Capsule.


After efficiently using many CRM’s, I can say they’ve helped in gathering useful information for the business, including buying statistics, average spend, what we could do to improve and customer feedback: essential information if you are to grow.


Not only can a CRM help you find qualitative data, it also makes team efforts a lot easier by dividing a central database between the team.

With a cloud based CRM, we can log in from any device from any location and edit, add, delete or add notes to our database of prospects, clients and leads.


Since introducing a CRM to our team, our ‘going paperless’ efforts have increased, data management is a lot easier and we can qualify prospects much quicker.