How to choose your CRM

Online Course for Small Business Owners

We know Small business owners like you already wear WAY too many hats…

If there was a way to feel less overwhelmed, would you want to know more about it?

You may know that a CRM — Customer Relationship Management — system would help…
But sorting out all the options probably feels like adding one more task to the already-too-long list of responsibilities you’re carrying.
Is that what is on your mind?

Would you like to grow your Business?

CRM will give you the foundation you need to grow. When you start tracking tasks and follow-ups in your CRM, nothing is left behind. With more consistency, you will have a higher close rate, and consequently, more revenue!


You’ll get answers to these questions:

  • How do I choose the right CRM?
  • What do I need in a CRM system?
  • Where do I begin?

You’ll see CRM at work:

  • How does data get into the CRM?
  • How does CRM relate to sales and customers’ journey?
  • How can CRM streamline daily work?

You’ll learn Key CRM concepts:

  • What should you consider in choosing a CRM?
  • What records and reports can CRM generate?
  • What features are available?

You’ll get help deciding on CRM for your business

  • What features do you need?
  • What CRM products are out there for small business?

Would you like to have a few more hours every week?

A recent study shows that CRM users reported 30% less time with administrative tasks after they started using a CRM!

Not convinced yet?
Learn what others are saying about the course

I took this online CRM of course with the purpose of picking a CRM software and actually, the biggest thing that learned was to nail down my business processes and my customer journey. From the time that a prospect sees my ad on Facebook to the end of their representation, what kind of interactions did I want to have with them? What touches from my business did I want the clients to have? Processes that I want to automate, so they can run in the background while I’m focusing on the legal matters of their case.

I just picked my CRM software and I’m getting ready to implement it. It’s been amazing to see it all coming together. I’m really excited about the time and the mental space that it’s going to free up. Time that I can dedicate to my legal practice.

Katelyn Ridenour

Family Law Attorney , One Accord Legal

Lidi is very good at explaining what CRM is, why every business owner needs it, and most importantly, at explaining which tools would be ideal- or tools to avoid- for each business's needs. She really cuts through all the unimportant issues, to provide the best solution possible.

Melissa Lefcourt

Owner & Massage Therapist Extraordinaire, Kailo Acupuncture and Massage

Sign up for How to Choose Your CRM.

Merkle Group research shows that CRM Implementations have a 63% failure rate.
Don’t be one of those businesses!

You may ask–

Isn’t CRM just for big businesses?
Today’s online software and cloud computing make CRM accessible and affordable for businesses of all sizes.
How do I know if I need a CRM?
Is your business is growing? Are you trying to track your potential clients’ information in spreadsheets, sticky notes, and email? You need a CRM.
Do I need to buy a CRM to attend your course? I am concerned I can't afford one.
Nope. You’re welcome to take the course whether you buy a system or not. The course will help you decide whether you need one. (But FYI, some are only $0 to $20 per user, per month. MInimal investment, really.)
What CRM will we be using during this course?
No specific system. You’ll learn the key features of all CRM systems and see demos of several. Plus, you’ll get an overview of products currently available for small businesses.
What can I expect to get out of the course?
When you finish, you’ll have enough  information to choose a CRM. You’ll know the basics of how to use it and how it can help with sales and customer service. You’ll also get one personal coaching session and access to our private Facebook group.
I already have a CRM. Will this course help me?
Are you using your CRM, or have you been too busy to figure it out? Then you should absolutely consider joining us! This course will help you evaluate if it’s the best system for you. (Other courses available: How to Configure Your CRM and How to Use Your CRM.)
How much time will this course take?
The online sessions and homework will take about 2-3 hours per week for six weeks. You can work at your own pace, and we’ll guide you the whole way. To truly benefit from it, you’ll need to commit to doing the work.

Sign up for How to Choose Your CRM.

$297 includes 3 modules with online videos sessions, homework review, one individual coaching session, and access to our private Facebook page