• Tony Liu

What is a CRM and how can it Benefit my Business?



Chances are, you've heard of CRMs before but aren't quite sure what they are or how they could benefit your business. In this blog post we'll take a look at what CRMs are and how they can help to manage customer relationships, sales processess and more. We'll also explore some of the best CRM options for businesses in New Zealand. So whether you're just starting out and considering a CRM, or you're already using one and want to learn more, read on!


What is a CRM?


In the most basic terms, a CRM (customer relationship management) system is a tool that helps businesses manage their customer relationships. This can include everything from first contact and initial enquiries through to sales and after-sales support. CRMs can be used by businesses of all sizes, in all industries - there's no one-size-fits-all solution, but there are plenty of options out there

to suit different needs.


At its core, a CRM system helps businesses keep track of their customers and potential customers (also known as leads). This can be done through manually entering data into the system, or by integrating it with other software such as email marketing platforms or ecommerce websites. Once the data is in the system, it can be used to track customer behaviour, understand buying patterns, and predict future needs. This information can then be used to improve the sales process, target marketing campaigns, and provide better customer service.


Some CRMs are designed for specific industries, while others are more general-purpose. It's important to choose a CRM that will meet the needs of your business - if you're not sure where to start, our team can help! Contact PC Onsite for a discovery call!


What are examples of CRMs?


There are many different CRMs on the market, ranging from simple contact managers to more complex solutions. Here are some of the m


ost popular CRMs used in New Zealand:

  • Xero is a popular choice for small businesses, as it includes features such as invoicing, quotes, and tracking of payments.

  • CapsuleCRM is a simple but effective CRM that can be used for contact management, sales pipeline tracking, and opportunity management.

  • Salesforce is a more complex CRM that includes features such as sales automation, marketing automation, and customer service tools.

  • Zoho CRM is another popular choice, with features such as lead management, sales forecasting, and campaign management.


CRMs have quickly become an essential tool for businesses of all sizes. By providing a centralized database of customer information, CRMs help businesses to streamline their operations and improve their customer service. In addition, CRMs can also help businesses to identify sales opportunities and track their progress. As a result, CRMs can play a vital role in helping businesses to grow and succeed.


If you have any questions about how a CRM could benefit your business, please don't hesitate to call Tony at 021-804-602 or book a call at your convenient time below!







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