Features you need to look for when choosing a CRM

HomeFeatures you need to look for when choosing a CRM

A Customer Relationship Management (CRM) platform is a centralised hub used to manage customers, interactions, and business processes. It is used as the core operational system for millions of businesses around the world. That’s why it’s important you choose the right one for you and your company.

We’ve been working with CRM software for many years, and so we’ve got to know the larger, more mainstream ones, and also the smaller, open-source platforms. It can be tricky to know which is best for you, so we’ve put together a list of features that you should look for when deciding on which CRM to implement.


A clear, straightforward user interface

55% of sales reps feel that ease-of-use is the most important feature of CRM. Committing to a system that requires extensive training and onboarding to get your users to adopt may impact the level of usage in the future. That’s why it’s important that your CRM is visual, clear, and intuitive.  

Features such as drag-and-drop functionality, drop-down fields, status columns, and timelines can allow your users to use the CRM to its full potential, whilst feeling motivated and encouraged to do so.

Take a look at the wide range of user interfaces we can offer – book in a free 1-hour CRM consultation.

Sales process tools

An effective CRM will streamline your processes, allowing your team to focus on the tasks that matter. This is especially important for your sales team – providing them with a CRM that includes sales process tools will enable them to close deals of a better velocity, quality, and quantity.

Opportunity and quote management, product catalogues, renewals consoles, and forecasting are all key elements of a CRM that sales people need to succeed. If you’d like to see any, or all, of these in action – contact us.


With so many digital software platforms out there, and in such a rapidly-evolving world, we understand that you may have a few different systems for each element of your business. When implementing a CRM, it’s crucial that it can integrate seamlessly with your other platforms, whether it’s with marketing software, finance platforms, or even event booking systems. This will not only save the time and effort of constantly switching between systems, but it’ll also remove any human error by automatically syncing your information.

Find out more about our integrations, or book in a free consultation with a CRM specialist.

  • Xero
  • Microsoft Office 365
  • Sage
  • DocuSign
  • Gmail
  • Jira
  • VoIP (Voice over Internet Protocol)
  • Quickbooks
  • Mautic

Team-wide collaboration and communication

Your CRM needs to allow for efficient collaboration and communication, wherever your teams are working from. The ability to quickly provide or request support from your marketing team, customer service, or finance team can be a crucial step in a customer journey, and a CRM needs to allow you to do just that.

You can tag different people, create teams or roles, assign staff or departments, and even use automation to send to specific employees, triggered by actions.

With CRM software being so flexible, there are several ways to communicate and collaborate. Spend some time with our team to find out how.

Support and training

Not only do you need to choose your CRM based on its features and functionalities, but you should also take support and training into consideration. It’s key that once your system has been implemented, your users have the guidance they need to use it. Also, if they ever experience any issues, or have any how-to questions, you need a reliable, helpful support team.

Working with our clients every day allows me to see that CRM is a key element to any business. Therefore, it’s crucial that you choose the right one for your business, taking into account all key areas.

Jade Hall, Admin and Renewals Assistant

We are here to help you find the best CRM for your business. Book in a free 1-hour consultation to get started.