Simplifying The Process

Let's talk appropriate times to reduce costs. Simplifying your process and having a centralized Customer Relationship Management (CRM) System not only reduces costs but also reduces stress of going from one place to another in order to deliver information to one's clients and customer base. Here's an example for you.

In many contracted and freelance businesses, quotes, agreements/ contracts, and payments need to processed and stored by both business owner and client. When starting out, many persons tend to search for FREE or cheap options for each process. When doing that, one tends to have multiple websites, log ins, and folders and this can cause one to become burned out and over extends time to complete a process that can be simplified in a singular CRM System.

There is one way many people go about finding cheap ways to manage customer relations, going to Google and searching free contracts, free payment collection, or free websites, and this opens up a plethora of options for business owners to create many different logins and accounts when there is one centralized process. There are websites such as ‘Digisigner’ and ‘Docusign’, where people create contracts/ agreements, and places like Stripe, Venmo, or Paypal where people collect payments: all of these are great resources for creating contracts and establishing customer contact information as well as collecting payments from clients but there are websites such as Square that has Client contact information, contracts, receivables, and many other features at a free cost or a low cost.

Places like Square do give you the option to use their contract / agreements for clients and jobs and is not considered legal advice. If there is a need for legal contracts within your business, hiring a contract lawyer who knows the field of business that is being operated is the best option for the business and the business owner’s security.

Please understand that creating a simplified and centralized way of contacting clients will increase productivity, decrease stress and burnout, and allow you as a business owner the time to enjoy the business that you have created and also give clients a client experience where they are not questioning the validity of the business the clients are associating with.

*The businesses named are not suggestions to use for individual businesses. They are resources that have helped other business owners jumpstart their beginnings and move into a more productive present.