Best Small Business Crms : Perfex CRM

Best Small Business Crms: Perfex CRM

Best Small Business Crms : Perfex CRM

Best small business CRMs: so you’re on your way to start freelancing, your brand is well defined but what about the rest? In this episode, I will share the one tool that will help you run your business the smart way!

DISCLAIMER: I often review / link to products & services that I love and think you may find of interest. When you purchase a product/service through one of my link, I receive a commission, which helps me producing free content (you don’t pay anything extra!).

Best Small Business Crms?

hello, I’m your host Kaycinho, I’m a digital alchemist, and this episode, is episode number three of a module dedicated to “the action phase” of starting your business, so if you haven’t seen the first two videos, I invite you to check this playlist.

And by the way, this module is the fourth module of a course dedicated to take you from the burning desire to become your own boss to actually launching your business.

So if you want access to the full course (videos will be added until the course is complete) by clicking here.

Best Small Business Crms: Why you need a CRM?

Best Small Business Crms: Why you need a CRM?

So if you’ve followed along the first three modules of this courses, and used the resources mentioned, you should now have a clear business and marketing plan, as well as a well defined personal brand and possibly a business brand, depending on your type of business.

But are you really ready to launch? And by that, I mean: do you have all the tools in place to run a business.

When getting started, especially as a solopreneur or very small business, you may want to dive in head first, thinking that you don’t need processes and tools such as a CRM.

Now in case you don’t know what a CRM is, it stands for Customer Relationships Management.

Basically it’s a tool that will give you a bird’s eye view of your business.

It helps you manage your leads, stay connected to your customers, streamline processes and improve profitability.

There is a good reason that the most successful companies use CRM’s. It’s just the smart way of doing business.

Best Small Business Crms: less is more

Best Small Business Crms: less is more

I’m not advising you to spend months or years planning for the perfect processes and overthinking this whole thing.

But if you believe in your project, using a CRM from the very start could be what makes the difference between you and the guy or girl in the next cubicle, that also wants to create a successful business.

Now don’t get me wrong, a CRM alone is not what will make you successful.

But if you have good products or services, as well as simple yet solid business and marketing plans, a CRM will help you drive your business like a boss.

Best Small Business Crms: the issue with CRM’s when just getting started.

Now the issue is that often times, CRM’s are quite expensive, especially when you’re getting started with a limited budget.

Also, some CRM’s just seem to be missing the one thing that you need for your business, and either you must have that feature custom developed or you must upgrade to pricier plans.

For years literally I was searching for a tool that was both affordable, and flexible enough that it could match several types of business models.

I couldn’t find any so I was using several tools both free and premium, but that was cumbersome.

Best Small Business Crms: meet Perfex CRM

Best Small Business Crms: meet Perfex CRM

But… one day, I landed on a little gem, that I’m going to share with you today. It’s cheap, it’s a one-off payment and it’s one of the most powerful tools in my arsenal.

It’s called Perfex CRM, and I use it every day. And best of all, it’s a ONE-OFF PAYMENT OF $59!

You only pay a few dollars extra if/ when you want to extend support (over the initial 6 months of support provided), which honestly you may not need since the documentation is very well done!

Some of my clients also adopted it after interacting with it.

You can get Perfex CRM by clicking here.

This is an affilate link, which means that I do get a commission of you purchase after clicking on my link, but I only recommend Perfex CRM because :

1. I truly love this tool
2. commissions help me support this channel and create free content.

So if you purchase through my link, I would like to thank you.

Now, I know there are tools with a much better looking UI out there, but don’t be fooled by the looks.

This is a beast. And what’s more, you can actually customize the looks to your liking via the styling options.

And if you know css, you can even change the style even more!

Best Small Business Crms: quick look

Best Small Business Crms: quick look

I could spend a few hours just going through the list of features that you will find within Perfex, but let’s go quickly through the main features:

  • manage and invoice your customers
  • link the tasks related to your sessions, like research, quotes and so on.
  • create professional looking estimates and invoices
  • deliver a powerful support system with email piping
  • track the time spent on tasks and sessions
  • assign members of your team to specific projects and tasks
  • keep track of your leads in one place so that when business is low in a couple of months you can focus on the leads that were still hesitating and you can trigger a reaction by offering a discount for example

This is just a tiny fraction of what Perfex can do, and if you want a thorough review, I invite you to check the video I made about it for this episode!

Best Small Business Crms: Perfex or not

Best Small Business Crms: Perfex or not

Now, whether or not you want to use Perfex, what’s important is the idea of staying organized and automate some of your workflow.

So before you launch, you should put yourself in the shoes of a customer, or even better, ask someone that has a profile matching your ideal customer to pretend they are booking your services and go through the whole process.

At each stage of the process, ask them what went well and what went wrong and write down each comment they give you, so that you can adjust and take action later.

Then repeat the process with someone else, and so on, until your sales process is pretty much flawless.

Best Small Business Crms: the One tool you can’t skip

Best Small Business Crms: the One tool you can't skip

So, as we’ve just seen, having your brand defined, your products created and your services defined is not enough. You also need to make sure you have the right tools and processes in place so that your customers’ experience will be enjoyable at all stages.

And also, it’s important to give your team and business partners a way to stay organized.

Now I know that’s a lot of information packed in just one video, so let me know in the comments below if you struggle with a specific aspect mentioned today.

Best Small Business Crms: your turn!

Best Small Business Crms: your turn!

So, I hope that this video helped you understand the importance of thoroughly testing your sales and after-sales funnel, as well as the importance to use a CRM to make the whole process more streamlined.

Question of the day: are you using a CRM andd if so, which one? If not, do you plan on using one? Let me know in the comments!

If you watched the companion video and if you like it, please give it a thumbs up, as it really helps growing the channel and if you know someone that could benefit from it, I’m going to ask you if you’d like to share it now.

Because let’s face it, there are so many things to do in a day that if you don’t do it now you’ll probably forget.

Now if you want to brand, market and grow your business it in the Digital Age make sure you subscribe to my email newsletter so that you never miss your share of digital alchemy and tips, tools, services and case studies that can help you grow your business online.

So, that’s it for this video, and in the next one we’ll discuss about whether or not you are ready to launch, and in the meantime, don’t forget to invest in YOUR success!

Share this post

Privacy Settings saved!
Privacy Settings

When you visit any web site, it may store or retrieve information on your browser, mostly in the form of cookies. Control your personal Cookie Services here.

Cookies essentials to the navigation on this website.

Cookies used to remember your choices regarding privacy.

Decline all Services
Accept all Services

Join me on YouTube

subscribe & get exclusive tips to be your own boss

Brand, market

& grow online

​By subscribing you accept to receive my newsletter and occasional marketing offers. Unsubscribe anytime.

Scroll to Top

My Account


Check out the shop!

Subscribe to my newsletter