Tech tips for professional services providers: What is CRM?

The short answer to that is, a platform that enables you to enhance your customer relationships and win more business — but not all customer relationship management software is built the same.

Rather than thinking about what CRM is, what you really ought to focus on is what YOU want it to do. With that in mind, here are some key features you’ll want to keep an eye out for as you scope out your options:

Centralised communications: from project collaboration to client data, have everything in one place

An iron-clad CRM platform will streamline all of your internal and client communications into one, centralised system. From project collaboration to client data, you should look for a tool that lets you and your team stay organised while maintaining a healthy pipeline and growing sales. Take the guesswork out of teamwork with a client stream that lets you see what everyone is working on when it comes to your clients across your business.

Automation: don't waste time on things like data entry and email follow-ups 

You’re busy—which is why you’re looking for a CRM solution in the first place. You want a platform that will save you time while avoiding human error. Between answering emails, taking calls, and scheduling client meetings, things can fall through the cracks when you’re doing everything yourself. By automating processes like data entry, email follow-ups and more, you’ll be able to make smarter decisions knowing your information is always up to date and accurate.

Synchronised email and event tracking: capture every important conversation in one place

Unify your team with track and sync features and a team inbox that together, can capture every important conversation with email sync from Gmail or Outlook so that you can always pick up where you left off and close new business—together. Plus, with email event tracking, you can track when your clients receive, open and click through your emails, so you’ll know exactly when your clients receive and view your correspondences.

Taking quotes to projects: start working on ready project templates instantly

Smart CRMs will save you time and money by converting quotes clients approve directly into new projects with integrated project templates that you can begin working on, instantly. While generating professional quotes that automatically convert to live projects for the production team is important, it’s equally crucial to ensure your team is capable of taking on more work. That’s why the best CRMs also let you see what your team can handle with team scheduling.

Leave your manual data entry behind and take the next step with a smart CRM where all your relationships happen, seamlessly. 


Arielle Shnaidman is the Product Marketing and Partnerships Manager at Accelo; the leading cloud-based software for growing professional service businesses.