What Is the Best CRM System for a Small Business?

Why combine CRM with task management and project management?

FlowQi CRM comes with task management and project management integrated by default—and there’s a good reason for that. Contact management, tasks, and projects are all closely linked. If your CRM isn’t integrated with task and project management, there can be chaos.

We often see this in mid-sized and large organizations:

• Teams working in silos
• Data becoming fragmented
• Deadlines (and revenue!) being missed

But even solo entrepreneurs and freelancers are not immune to chaos. Disorganized workflows and the time spent on manual, repetitive tasks can cost you dearly.

An integrated CRM system helps prevent these issues. How? Find out below.

How to determine the best CRM system for a small business?

The best CRM system for a small business depends entirely on your specific needs. It’s not about one system being better than another—it’s about knowing which features you need and understanding your budget.

If you’re looking for a CRM system that’s intuitive and affordable, FlowQi is the solution. All of our software is designed with SMBs in mind.

This means you can start with a functional base: our CRM system, integrated with tools for project management and task management.

Need additional tools, like Email Marketing or Invoicing? No problem. The choice is yours, so you only pay for what you use.

What can FlowQi CRM do for SMBs?

1. Strengthen customer loyalty

People expect fast, personalized service, but when you run a small business or a sole proprietorship, it’s easy to lose track of who needs follow-up or extra attention.

• With FlowQi CRM, all your customer data and interactions are stored in one place, so you never miss a beat.
• With task management integration, you can automatically assign tasks to the right person (if you work with a team) or set reminders for yourself.
• This ensures you stay in touch with your customers at the right times, even if they haven’t made a purchase in a while. By reaching out regularly with personalized offers, you’ll increase the likelihood they’ll return in the future.

2. Work more efficiently

Many SMBs waste time in unnecessary meetings and by constantly searching for information. FlowQi CRM helps your team collaborate more effectively by giving everyone instant access to the information they need and automatically assigning tasks to the right person.

Additionally, you can track the time spent on projects, giving you insights into tasks that are taking too long and areas where you can work more efficiently.

3. Manage and follow up on leads

Do you still track contact information in separate Excel files, emails, or notes? And occasionally lose track of some? Be honest… ;)

With FlowQi CRM, you won’t have that problem. You’ll also avoid sending the wrong information to the wrong person. This is especially important when working with teams, where gaps can arise between marketing and sales: marketing generates leads, but sales doesn’t always know which ones are most valuable.

A CRM helps you identify which leads are “hot” and ready to buy, and which ones need more nurturing. This ensures no time is wasted on leads that aren’t ready yet, allowing you to apply the right strategy for each stage of the customer journey.

4. Create more sales with automation

Structure and automation—two things every small and medium-sized business can benefit from. Automating your business processes (including marketing automation) can significantly boost your revenue.

For instance, with FlowQi CRM (integrated with an email marketing tool), you can set up automated messages for leads and existing customers:

• Send reminders about exclusive offers
• Launch campaigns based on their actions on your website or in response to your emails
• Encourage repeat purchases by automatically offering relevant upsells or new offers

Once set up, these automations run on their own, saving you time and increasing your sales.

5. Improve your cash flow

Did you know that cash flow is more important than profits? You can be profitable on paper, but if you don’t have enough money coming in, you could still face serious trouble. After all, rent, salaries, suppliers, and other expenses still need to be paid.

A stable cash flow keeps your business healthy and enables continued growth. One of the biggest cash flow challenges for SMEs is late payments from customers.

You can address this by linking FlowQi CRM to FlowQi’s Invoicing tool, allowing you to automatically send payment reminders at scheduled intervals. This helps ensure customers pay on time, without you needing to chase them down every time.

Want to try FlowQi’s CRM system for free?

We believe that everything mentioned above shows why our CRM is the best CRM system for a small business. But there’s so much more you can do with our software! Sign up for our exclusive BETA Program and try out all of our features—completely free.