From the course: Freelancing Foundations
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How to use a CRM
- When you're freelancing, you'll have a lot of conversations where someone indicates that they're interested in working with you or they know someone else who is. One of the worst things you can do is forget about those opportunities, but it's so easy to, and if you don't follow up, a warm lead may choose to go with someone else. The key is getting really organized and creating a system to help you keep track of those opportunities, so you're not just relying on your memory. You can use a customer relationship management tool or CRM to help with this. A CRM is just for your own record keeping. There are no hard and fast rules for how to use a CRM, so just find a way to take notes that works for you. CRM tools are online, web, and mobile applications that are built specifically for this type of relationship management. HubSpot has a great free product that has a lot of features built in, like stages, notes, and even helps…
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