Is Your CRM Ready to Grow with You?

If you’re in the process of choosing a CRM solution for your business, there’s one essential factor to consider: Is your CRM built to support your growth without skyrocketing costs?

Why Growth Plans Matter in CRM Selection

Recently, a business partner sought my advice when choosing a CRM for his client. The key question we tackled was, "Does the client plan to grow?" This might seem obvious, but growth—whether it’s expanding a contact list or adding team members—often comes with hidden CRM costs that can pile up as your business scales.

Most of us choose a CRM with expansion in mind, even if that’s not a top priority right now. I’ve experienced this personally; my initial CRM costs were manageable, but as my business grew, so did the price. Eventually, I switched to a CRM with a flat-rate model, allowing me to scale with confidence, knowing my costs wouldn’t rise just because my business did.

Understanding Different CRM Pricing Models

Popular CRMs like Zoho, HubSpot, and Salesforce use a “stair-step” pricing model, which means costs increase as you add more contacts or team members. Odoo, for instance, charges a set amount per user each month. Many CRMs also add extra fees once your contact list grows beyond a certain limit. These incremental charges can catch business owners off guard, making it tough to predict and budget for CRM costs as the business grows.

When selecting a CRM, I recommend considering ones with a consistent pricing model, so you won’t face sudden cost increases as your contact list or team grows. The solutions I recommend allow your business to scale without being penalized for it, giving you pricing consistency and peace of mind.

Added Benefits with the Right CRM

The CRMs I work with integrate easily with QuickBooks, giving you more functionality:

• Send proposals and invoices, and accept payments by email or text

• Enable electronic signatures for quick client approval and automatic conversion of proposals into invoices

• Track payments in real-time and keep your QuickBooks records updated without any manual input

For example, if you send an invoice through the CRM, it’s automatically synced with QuickBooks, so every payment made is recorded across both platforms instantly.

Ready to Explore CRM Options?

Choosing a CRM that grows with your business is essential for avoiding unnecessary costs and headaches down the road. If you'd like to dive deeper or have specific needs in mind, I’m here to help. Schedule a CRM consultation with me, and let’s ensure you choose a solution that sets your business up for success.

Looking forward to helping you make the right choice!