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Every business that provides a service needs a CRM – we learned this the hard way. Don’t be like us. If you take nothing else away from this post, the most important idea is that if you don’t separate ‘sales’ from the rest of your business, it will suffer. One-person freelancers, agencies, and other businesses alike can get caught up in the day-to-day of supporting existing customers or completing existing projects, that it can be hard to keep an eye on new opportunities for growth.

Source: The WordPress Agency and Freelancer Guide To CRMs – WPMU DEV

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