Choosing a CRM made easy for non-tech people – London Business News | London Wallet

The era of digitally first requires more than face-to-face interactions to build and manage good relationships; it also requires that you have the appropriate tools to assist you in being more organized. That is where CRM software comes into play. However, what do you do when you require a CRM without engineering training?

Even if you operate a small business, head a community organization, or possess a volunteer army of workers in a non-profit group, adopting a CRM may appear to be a formidable task as long as one is unfamiliar with technology.

Start with your real-world needs

And don’t get started on features before figuring out why you require a CRM. Are you attempting to monitor customer contacts? Wish to make emails and tasks efficient? Do you take donations, volunteers, or register events?

As you clearly define your needs, you will easily rule out overkill systems that are too complicated and focus on the tools constructed to suit your needs. One that fits your everyday activities better than having a dozen complex features you will not use anyway.

Setup should be simple and stress-free

Setting up is one of the greatest obstacles for newcomers. Importing contacts, connecting email accounts, and creating pipelines do not require an IT degree. Ideally, the CRM should facilitate this, so you get step-by-step tips or even setup wizards that do most of the work.

Others even have CRMs which are tailored to certain uses. Take cases in point: when your organization deals with donors, events, or members, some CRMs match those specifications. Indeed, solutions like Springy non-profit CRM offer tools which can be immediately used, with no technical knowledge necessary.

Choose tools that talk to each other

It is quite probable that you have already been using such apps as Gmail, Zoom, or spreadsheets. A good CRM must have integration ability with such tools. This ensures you do not have to keep keying information over other platforms or interchange throughout the day.

Automation and built-in integrations can be amazingly valuable to non-tech users, provided that they are not difficult to switch on. When searching CRMs, consider those that emphasize the usage of one-click integrations or native integration with existing apps you use daily.

Don’t be fooled by feature overload

You can be swayed by CRM tools with hundreds of features, analytics dashboards, and AI tools. However, an abundance of features may also be an issue, at least when you do not need them.

Stick to what matters:

• Contact management
• Task reminders
• Email tracking
• Notes and tags
• Basic reporting

All these features will make your life easier and not difficult. Additional devices can also be described as a fancy solution, yet they will not work unless they are simple enough to operate.

Good support matters

Even the mere platforms have hiccups at times. This is why the availability of good customer support is essential. Seek providers with such CRM features as real-time chat, help articles, tutorial videos, or even phone support if you get stuck.

Make sure that their help contains knowledge of the common person or that you know how to do tech in the first place. You will need support that you can understand from a language point of view and the literal meaning.

Mobile and web compatibility

You should not be chained to the desk to use your CRM. An easy-to-use CRM must run on mobile phones, tablets, and browsers without complications. This means that when you are just becoming a mobile note taker, you can check and take notes everywhere, and when you are at home and on your laptop, you can update the contact easily, as everything is always synced with you.

Other CRM tools can be used on mobile devices with restricted facilities, whereas some provide applications with full-fledged facilities. The latter may be particularly effective when you are on the road or working from home.

Security without confusion

Data protection is important even when you do not work with sensitive client records. The best CRM will conform to the best security standards, such as security by encryption and automated backups, without you having to enable them in manual settings.

Find out whether you have control within your team; hence, not everyone sees everything. The preferred system should allow you to control privacy through easy toggles instead of through tricky administration options.

Budget-friendly options exist

It does not mean that because you are on a quest on a budget, you should find yourself using shoddy tools. Several CRM providers also provide free versions with reduced functionality or charge a sliding fee, especially when small teams or non-profits need to adopt one.

Watch out for extra charges you might be charged for specific reactions like reporting, storage, or even extra users on specific platforms. Transparency pricing should be prioritized, particularly when you do not understand what you might require.

Final thoughts

It does not matter whether you are a tech wizard because a good CRM should benefit you. A piece of clarity will show what you need: simplicity and a little patience to set up things, and you will not be disappointed. With a rightfully selected CRM, you will be more organized, save time, and establish better connections, not to mention that you will not have a headache.

A huge variety of solutions is now available, custom-made to suit the needs of the non-technical audience. You might have clients, volunteers, members, or customers; the appropriate CRM must work in your favour and not burden them. Be patient, employ your instincts, and keep in mind that technology should help you but not the other way round.