This is a really great question because you know you need a CRM when you are missing, sending out invoices and sending out quotes, or you’re getting hit up many multiple times by customers or prospects.

 

 

You will know you need a CRM when you are falling behind on clients and on updates for projects. Or, if all of your communications are all over the place, and you don’t know when to follow up, or you don’t know how many people are in your pipeline.

 

 

Essentially if all of your paperwork and your back office is completely out of order then it’s time to get a CRM.