As a freelance writer, you want to spend the majority of your time writing, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs.
There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a freelance writer.
Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a freelance writer and make your CRM work for you.
As a freelance writer, it will be especially important to collect information on the details of each writing project you are working on so that you can easily juggle multiple assignments.
Pipelines are composed of statuses - each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a freelance writer, you can use a pipeline to track your entire process. From pitching to seeing your name in print - store all of that information in your pipeline. Take a look at an example pipeline for freelance writers below.
As a freelance writer, groups will help you easily keep track of the publications you pitch to, editors you work with frequently, and any other clients you complete writing projects for. Take a look at a couple example groups that are perfect for writers below.
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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