How to Make a CRM on a Budget

There are different ways to integrate a CRM system into your business.

Some are cheaper than others, so they are better suited to the possibilities of small and medium-sized businesses.

If you are looking for functionality at a low price, the following recommendations on how to create a CRM on a low budget can help you.

Pay attention. What you are about to read is worth its weight in gold.

1. Make a CRM with WordPress

Zero BS WordPress CRM Interface

If you have a website for your business, chances are you built it with WordPress.

Like almost everyone!

The good news is that in addition to bringing your company's website to life, you can also use WordPress to create a free CRM tool.

This is achieved through plugins or extensions that add extra functionality.

There are two well-known options for installing a CRM interface in WordPress on a budget:

2. Make a CRM in Excel

Without a doubt, one of the most economical and accessible ways for any company is to manage clients using Excel .

There are videos and tutorials that can help you create a CRM with Excel and configure it in just a few minutes. The other option would be to download a free CRM template .

Of course: keep in mind that you will have to do everything manually.

Note: Using Excel – while popular and accessible – has its limitations as your business grows and you need to do more things.

3. Make a CRM with apps

CRM apps Google Play — LEADer and ClientiApp are examples of mobile apps to integrate a free CRM

If you do n't mind managing customer relationships using a cell phone, free CRM apps are for you.

There are plenty of mobile apps on Google Play that offer to turn your phone into an easy-to-use customer management platform – a huge plus if you have salespeople on the street or constantly on the go.

Plus, you don't have to worry about "building" a CRM from scratch, but rather installing and configuring it based on your needs.

Some CRM app options are:

LEADER
ClientiApp

Considerations before choosing

Consider the number of users (clients or employees) who need access to the system. If the list is long, you may want to invest a little more and opt for a professional tool.
Consider the time you have available to spend on finding and setting up a CRM. Sometimes the cheapest options also require a larger investment of time (such as managing clients using Excel).
Consider the extent of your software knowledge. If it is not advanced, it will be better to delegate the search for the best CRM to experts.
When choosing, consider whether the tools offer technical support in Spanish or if there are tutorials available on the Internet to speed up the process, as well as resolve possible problems in the future.

Conclusions

If you are not sure which path to take, it is important to first define what tools your company needs for optimal performance.

If you are about to start a project, the correct question would be: what resources will I need?