8 Reasons Why Every Small Business Needs an Easy-to-Use CRM Software (2024)

If you’re like most small business owners, you’re always looking for ways to make your life easier. And if you’re not using a simple, easy-to-use CRM software, then you’re definitely missing out.

A CRM software is the perfect solution for busy entrepreneurs looking to streamline their business processes and maximize efficiency.

Add to that, a simple but powerful CRM software can help you organize your contacts, track your sales progress, and increase revenue.

But the problem is, most small businesses find it hard to understand CRM systems and drop the tool even after paying for a whole year’s subscription.

So, if you’re looking to avoid this common mistake and start using a CRM software today, here are eight reasons why every small business needs an easy-to-use CRM software.

Table of Contents

8 Reasons Why Every Small Business Needs an Easy-to-Use CRM Software

  • Sales and Marketing Are Unified in One Tool
  • Contacts Management Is Clear and Simple to Navigate
  • Visual Representation of Your Sales Pipeline
  • Booking Your Meetings Has Never Been So Easy
  • Task Functions Mean You Never Forget to Follow up
  • Automated Activity Logging Frees up Your Day
  • Contact Data Is Clear and Precise
  • Reliable Sales Reporting Lets You Track Bottlenecks

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1. Sales and Marketing Are Unified in One Tool

Unlike other tools that are designed for either sales or marketing, a CRM software is the only solution that brings together your entire business strategy under one roof.

This means you can connect with your customers both through email marketing campaigns as well as social media platforms.

A simple CRM software that is super easy to use will offer you a wide range of features for both sales and marketing professionals, including marketing automation, email marketing, lead generation, lead scoring, social media monitoring, sales forecasting reports, and much more.

EngageBay is a free CRM solution that even offers video marketing, SMS marketing, and in-app telephony, all for as little as $1 a day.

Read more: 6 Easy Ways to Spot and Create New Sales Opportunities Like A Boss!

2. Contacts Management Is Clear and Simple to Navigate

While the days of having to carry a Rolodex are behind us, sometimes it still feels like we’re using a virtual Rolodex when it comes to tracking contacts, right? After all, some contacts are stored in your email system, others are with your marketing team, and still others are in other software you use.

Whew! With a contacts management system like that, it’s no wonder some very potentially valuable leads slip through the cracks.

Instead of shuttling between dozens of software to fetch your contacts, a simple CRM software can do the job of organizing all your contacts in one place, with details of company, role, location, the likelihood of conversion, and more.

EngageBay’s free CRM software also lets you apply filters for quick and easy contact management. You can even make static lists that you can update manually, or smart lists that the software updates with automation.

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3. Visual Representation of Your Sales Pipeline

The progress of your sales pipeline is a crucial one. After all, how else can you track which leads become customers and then which ones become repeat customers? Also, it’s too easy to mismanage deals if your sales pipeline isn’t visually represented.

That means lost revenue for your company. Startups and small businesses can’t afford too many lost deals.

With a simple CRM software, you can get an instant overview of your sales pipeline — who’s in the deal, and what needs to be done. Deals can be color-coded and sorted by stage, so you know what to focus on at any given time.

Read more: How to Build and Manage a Sales Pipeline

4. Booking Your Meetings Has Never Been So Easy

You’re probably very in-demand, so slotting in new appointments in your schedule can be difficult. A simple CRM software can integrate Google Calendar and Outlook 365 with its own online calendar.

This CRM meeting scheduler lets your customers find whichever time is convenient for both of you, and set up appointments that show up in the calendar of both. The CRM software also sends email reminders both ways.

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5. Workflow Automation Means You Never Forget to Follow up

Wouldn’t it be a shame to lose a potential customer because you forgot to follow up? In the life of a busy small business owner, this is unfortunately sometimes the reality. Emails and tasks just pile up, and you always have to focus on the newest thing.

Managing your tasks will be much simpler using workflow automation in a CRM solution like EngageBay.

With workflow automation, you can easily create and manage sales tasks and never forget to follow up again.

A simple CRM software like EngageBay can let you create dozens of workflow automations, such as sending the right pre-saved emails when a customer books an appointment, changes track in a deal, or asks a certain query.

Once you understand how to use workflow automation, you can even use custom nodes to build entirely new and personalized workflows.

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Email marketing automation in EngageBay

6. Automated Activity Logging Frees up Your Day

As leads move down your sales pipeline, you will have to keep a log of notes, calls, and emails with every potential customer. This information can be reviewed by your sales and marketing teams as they engage with the leads.

It’s necessary then that you don’t lose this important customer data, but you know how it goes.

Sometimes emails just seem to vanish. Physical or digital notes may also get lost. The answer is a CRM solution.

All your customer data is compiled and managed digitally and conveniently. Even better is that everything is done automatically so you don’t have to worry about it yourself.

Instead, you can spend your time coming up with ways to appeal to your customer base or win new customers.

Read more: All You Need to Know About the Sales Automation Process

7. Contact Data Is Clear and Precise

If you’re getting a new lead from your sales or marketing team, what can you glean about them from reading through their information? If you’re using a simple CRM tool like EngageBay, the answer is a whole lot.

That’s because EngageBay tracks every note, meeting, email, and phone call tied to a contact. Combine this with the detailed contact information (such as their name, phone number, email address, company name, and other relevant info) and you can get a clear picture of your lead, even if you’ve never communicated with them before.

This is handy for a few good reasons:

  • It prevents you from wasting so much time tracking that email thread or call log.
  • It gets easier for your sales and marketing teams to do their jobs well since they know more about each lead.
  • You can get lead scores more effectively since you have so much info to go off.

It’s a win-win-win!

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Also read: CRM for B2B — How to Make Your Business More Profitable

8. Reliable Sales Reporting Lets You Track Bottlenecks

No matter how well you and your company think you’re doing, the only way to know for certain is with sales reporting.

EngageBay’s sales reporting module was designed to produce detailed reports that are super easy to comprehend. That means plenty of graphs, charts, and clearly-displayed data and numbers for your perusal.

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You can see the areas in which your company is doing its best as well as those in which you should work harder.

With such clear-cut and customized reports, you can easily share the data among your sales and marketing teams. They can then put their heads together to create new sales campaigns for leads that have not converted.

Read more: 7 Awesome Sales Automation Tools to Supercharge Your Revenue


As the world moves forward in time, we often find ourselves needing to keep up with new technology and trends. One of those is CRM software; it’s not only important for sales teams but also marketing teams as well.

With all the changes happening online–the constant need to produce more content, create engaging social media ads, optimize SEO-friendly website pages–small businesses are finding themselves struggling to manage everything without a good CRM tool.

EngageBay’s free CRM software is designed specifically for small business owners who want an easy way to track their customer relationship management while still being able to forecast revenue numbers into the future.

If you’re looking for a reliable yet user-friendly tool that will help your company grow this year, just sign up for no cost and we’ll get back to you for a free demo!

8 Reasons Why Every Small Business Needs an Easy-to-Use CRM Software (2024)
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