Choosing the Right CRM Starts With You—Not the Platform

Every so often, I’m reminded why I love the work I do. Recently, a genuine networking partner I’m collaborating with reached out with a thoughtful question about my future CRM workshops. They wondered whether I’d be promoting a specific CRM company during those sessions or whether I’d be open to promoting another CRM company in exchange for referral compensation.

It was an honest question, and a smart one. And it opened the door to a conversation that perfectly reflects the values I’ve built my consulting practice on.

My Work Isn’t About Selling One CRM Company, It’s About Understanding People

When I host CRM workshops, I often use the CRM company I personally work in every day for demonstrations. It’s simply practical. But the heart of my trainings isn’t about pushing one company’s software. It’s about teaching the concepts that make a CRM truly valuable:

• How to think about systems

• How to structure workflows

• How to build a foundation that supports a service‑based business

• How to create consistency, accountability, and clarity

The CRM company I use in a demo is just the visual aid.
The real lesson is the strategy behind it.

That’s why my call to action in every workshop is usually the same:
Book a CRM consultation with me.

Not because I want to steer someone toward a particular CRM company, but because I want to understand the person behind the business: what they need, what they struggle with, what they can afford, and what they’re trying to build.

Only then can I recommend the CRM company whose features, values, and customer support actually align with their goals.

Being CRM Company‑Neutral Isn’t a Sales Tactic, It’s a Matter of Integrity

Sometimes the right CRM company for someone is the one I personally use.
Sometimes it’s a completely different company.
And sometimes it’s a CRM they’ve never even considered.
Or sometimes I refer out to someone else's solution that is a better fit!

That’s the beauty of being a true consultant:
I’m not tied to any one CRM company. I’m tied to the truth of what will help someone succeed.

I take that responsibility seriously.
I never want to appear biased.
I never want someone to feel like I’m pushing a product.
And I never want trust to be compromised because I favored a CRM company over a client’s actual needs.

Trust is the currency of my business.
Remaining CRM company‑neutral is how I protect it.

The Only Time I Highlight a Specific CRM Company

Every now and then, a CRM company offers a deal so exceptional that it deserves attention, like the time one company dropped its price from $297/month to $97/month. When something like that happens, it makes sense to highlight it because it genuinely benefits the people I serve.

But outside of those rare moments, my workshops stay focused on strategy, not software.
On clarity, not commissions.
On education, not persuasion.

Asking Deep Questions Is My Superpower

One of the things I’m most proud of in my work is the way I ask questions.

Not surface‑level questions.
Not checkbox questions.
But the kind of questions that make people pause and say, “Wow… no one’s ever asked me that before.”

Because when you’re trying to solve a business and technology problem, the real answers live beneath the surface. My job is to dig deep enough to find them.

I listen.
I observe.
I connect dots.
I help people articulate what they didn’t even realize they needed.

That’s what makes a CRM recommendation meaningful. Not the software itself, but the understanding behind it.

Guiding People Toward Well‑Informed Decisions Is the Heart of My Work

At the end of the day, my role isn’t to sell.
It’s to guide.
To educate.
To empower.
To help people make decisions they feel confident about. Not because I told them what to choose, but because I helped them understand what they truly need.

That’s the kind of work that lights me up.
That’s the kind of work that builds long‑term relationships.
And that’s the kind of work I’ll continue doing until I'm six feet deep. As you can see I love my job of service :)

If you’d prefer to explore your CRM options on your own, I’ve put together a clear, easy‑to‑follow guide called “Choose The Right CRM.” It walks you through the key factors that truly matter when selecting a system, so you can make a confident, well‑informed decision. You can access it here:
https://go.healthydataguy.com/choosing-the-right-crm