No doubt about it, you have more than one type of customers.
Some are new business, you’ve just landed the contract and there’s a lot of upcoming new work you need to do for them.
For others you’ve done work in the past: you’ve created their website, helped them set up their Facebook and Twitter page. Still you’re following up every now and then or they get in touch about some small changes they want or to let you know that they want to start advertising.
If you’re advertising or if you get referrals, you might get leads on a constant basis. Or you’ve pitched some businesses with a proposal some time ago. That’s a third type of client.
To stay on top of everything, you need a tool to manage interactions with past, current and potential future customers. Here is where customer relationship management (CRM) software comes in. It helps you get organized and spend less time managing leads. Most of them allow you to connect your email and set reminders on what you need to follow up with. This way you can keep track of what needs to get done, set priorities and be more efficient.