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How Do I Create My Own CRM Software? 6 Steps

1. Understand Your Requirements Identifying Core Features When I set out to create my own CRM software, the first step was identifying what features I truly needed. It’s easy to get carried away with fancy functionalities, but I focused on what’s essential for my business. For me, features like contact management, sales tracking, and basic […]

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How Do I Implement CRM Software? 6 Steps

Step 1: Define Your Goals Identify Business Needs When embarking on your CRM journey, the first thing I always recommend is to sit down and think about what your business truly needs. Trust me, if you don’t know what you want from the software, you’re going to end up frustrated. For example, do you want

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