How to Pick a CRM | Ep. 16

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In Episode 16, Chris and Calvin discuss CRMs, and their role in your business. Tune in to learn if you should be using a CRM and a few key pieces of functionality you should not be missing out on.

3 Key Points

  • Always take notes immediately after a meeting, otherwise you will lose opportunity.
  • Adopt a CRM the day you start your business.
  • Setup notes and follow-up for all of your clients.

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