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How to Track Your Customers With the Help of CRM

69% of customers said they quit doing business with companies they had dealt with in the past because they had perceived an attitude of indifference.

To have a long list of customers sounds like the dream of any self-employed person. But handling a growing customer base can become a nightmare without a sound organizational structure in place.

There are several ways to track your customers:

  • Invoicing tools
  • File system
  • Online calendars
  • Filters and labels
  • Customer relationship management (CRM)

Now let’s find out how to manage it with CRM!

track customers

What is CRM, and how could it help me?

According to Salesforce, customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

When people talk about CRM, they typically refer to a CRM framework, a tool that helps with contact management, sales management, productivity, and more. CRM software can also monitor customer engagement over the entire consumer life cycle, including marketing, sales, digital distribution, and interactions with customer support.

Customer Relationship Management (CRM) tools provide more robust tracking solutions for customers. A dedicated CRM is flexible, monitors customer interactions, and handles business for every customer. For example, a CRM will tell you which stage a particular deal is. 

Using an integrated system or plan will allow you to serve them better as your business also grows. That is why we recommend using CRM software rather than a spreadsheet. If you’re happy with your ten customers and don’t plan to develop or expand beyond that, then yes, all you need is a spreadsheet. But otherwise, if you don’t use CRM apps, you are missing out.

What can CRM help you to track your customers?

Using a CRM is the number-one way to keep track of your clients. The leading CRM vendors are Salesforce and Microsoft Dynamics. However, small business owners may also want to look at smaller providers such as Zoho or Insightly. Some CRMs may provide more features than you might be using in your business. So when choosing a CRM, you should remember both your budget and your expected wants.

If you are using an excel sheet to monitor your customers or some spreadsheet or custom framework, it’s pretty easy to export all that data and import it into the CRM platform with the help of Trujay. Despite how you convert your current data to a CRM platform, the deployment process is relatively simple, and once it’s all set up, your business will be connected as you’ve never seen before.


The benefits of CRM start with:

  • Customer history

CRM provides you with all of a customer’s relationship history in just a few steps. With the customer history at your fingertips, you can see when you have reached the customer and covered topics.

A few months ago, a consumer may have been interested in a product and wanted to wait to buy it. You have a record of that interest through consumer monitoring software and can follow up with a phone call to get the deal. CRM provides you with all of that history.

  • Organization

Effective CRM lets you arrange all client activities in one place. After contacts and jobs completed for them, these software programs allow you to send emails, manage tasks, and mention customer accounts. It’s a dream of excellent management.

CRM helps you to arrange all the information about your customers into a straightforward application. This includes items like calendars, for example. When you organize client details using CRM, you will get a unique viewpoint of your customer.

  • A significant memory of the database

If you are looking to expand your company and attract more customers, you need customer monitoring software. When there were just a dozen or so, it’s easy to keep up with customer information by memory, but your memory capabilities have not expanded as your company has expanded.

A successful CRM never forgets the customer’s details you enter. With nearly unlimited memory, you can add any points you want to a client record. It might make your clients feel more like a member of a team.

  • Instant access to customer status

With customer monitoring, you can arrange customer details based on the current status of the customer. This CRM benefit will help link the sales and marketing department with current and potential customers ready for a phone call.

You may mention the customer’s level of interest in such goods or services through customer monitoring software. The sales team knows immediately where the consumer’s interests are and do not ask.

  • Emails in one place

If you’re not using customer tracking software, you probably have all your customer emails in one folder but not in its files. You may have some emails on your laptop, some on your desktop, and some on your phone. With CRM, you will provide all the customer’s emails in one location and link to the customer’s details.

  • Secure customer’s data

If you have a sales team that takes consumer notes on notepads or notebooks, the details could be missing entirely. Customer monitoring ensures that the customers’ information is safe if the customer tracking software provides a cloud backup, so even a computer failure does not mean that your information is at risk.

Wrap Up

Have you ever used a client management system for your business? Did it help boost sales and grows your business? 

If the answer is no, then implement CRM software to track your customers with help.

If you already used CRM or Exel/CSV files, but want to switch, then Trujay’s automated migration tool is your choice!

Get our Data Migration Checklist for Free

Noah Jay Hendricks

Noah Jay Hendricks

When not knee-deep in his vegetable garden, wrestling with weeds, Jay can be found daydreaming about engaged and happy customers who never have to worry about their CRM because it’s working for them, not against them.

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