Do I Need a CRM for My Small Business?

WHAT IS A CRM?

A CRM (Customer Relationship Management system) helps businesses manage customer information, sales opportunities, teams and customer relationships. Many also offer reporting, marketing tools and automation.

For some businesses, a CRM is essential. It helps them manage complex processes, coordinate teams and work more efficiently.

HeyMyBiz isn't a CRM. And that's deliberate.

We built HeyMyBiz for small businesses that don't need all those features. Businesses that simply want to keep track of customer enquiries, jobs, quotes and follow-ups without the cost or complexity of a full CRM.

So which is right for your business?

Select what you need help with below, and we'll give you our recommendation. Sometimes that will be HeyMyBiz. Sometimes it won't.

There's no one-size-fits-all answer. You need to choose a tool that's right for you and your business.

What do you need help with?

Select all that apply.

Keeping track of customer enquiries and jobs Remembering which customers I need to follow up with Keeping track of quotes and whether I've won the job Assigning enquiries to several different salespeople Tracking lots of sales opportunities against targets Sending automated marketing emails or connecting different business systems I'm not sure. I just want to be more organised.

Please select at least one option.

YOUR RECOMMENDATION

WHAT SHOULD YOU LOOK FOR IN A CRM?

If your business needs more than simple job tracking, the right CRM can help. But more features don't always mean a better fit.

Five things worth checking

Easy to use. Will you and your team actually use it every day?
Team management. Can you assign enquiries, track responsibilities and see who's working on what?
Sales reporting. Can you track opportunities, sales targets and results without complicated spreadsheets?
Integrations and automation. Does it connect to the other tools you use, and automate the tasks you actually need?
Cost and complexity. Check the price as your team grows, including any extra features you might need.

Three CRM options worth exploring

Pipedrive

Worth considering if you have several salespeople and need to manage deals, activities, sales pipelines and performance.

Explore Pipedrive →

HubSpot CRM

Worth exploring if you want a broader platform covering customer information, sales and marketing. Some advanced features require paid plans.

Explore HubSpot →

Bigin by Zoho

A simpler CRM option for small businesses that need contact management and sales pipelines, without starting with a large system.

Explore Bigin →

These are examples, not a ranking or paid recommendations. Features, pricing and availability vary by plan and region. Check each provider's current offering before choosing.

Maybe you don't need all that?

If you mainly want to track customer enquiries, jobs, quotes and follow-ups, HeyMyBiz might be a simpler place to start.

Take a look at HeyMyBiz →

What about invoicing and payments?

HeyMyBiz helps you track enquiries, jobs, quotes and follow-ups. It isn't invoicing or accounting software. If you need invoicing, payments, detailed scheduling or accounting, you may need a dedicated tool or a more comprehensive job-management system.

EXPLORE MORE FREE TOOLS

A few more ways to make running your business easier.

do you really need a crm?