What features should a CRM have?

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When you're looking for a good CRM there are certain features that must be included, if not you might as well throw your money out the window.

Occasionally, platforms add many fancy features, but when it comes down to it, that's all just bells and whistles.

You need a tool that will canadian cfo email list actually help you make your business more efficient.

Contact management
It's a given.

A good CRM tool should effectively manage all of your contacts' data in one place, and use automation to fill in the blanks.

Additionally, your CRM tool should also be tracking all interactions with your contacts, giving you a better sense of where they stand and their process with you and your business.

The benefit of an effective contact management system is that, at a glance, you can access your data in real-time, allowing you to fix any problems that may have occurred down the line and see what worked and what didn't.

Bear in mind that not all CRMs track interaction, so if you want to have a broader sense of your contacts' information, try choosing a tool that has this feature.