The basics
What is CRM for a small business?
CRM describes both the way a company manages customer relationships and the software that keeps the information organised. For a small team, it provides a shared view of each customer, what has happened and what should happen next.
Spreadsheets and individual inboxes may work at first. They become a problem when information is duplicated, colleagues use different versions or an important follow-up depends on one person's memory.
Common signs
When does a small business need CRM?
Customer information is spread across spreadsheets, inboxes and phones.
It is unclear who owns the next customer action.
Leads and quotes are not followed up consistently.
Customer history is difficult to find when a colleague is unavailable.
The team lacks a shared view of current sales opportunities.
Preparing sales updates takes too much manual work.
Core capabilities
Important CRM features for small businesses
A useful CRM should support everyday work without becoming unnecessarily complicated. These are the main areas to compare.
Customer records and contacts
Keep company details, notes and multiple contact people together on one searchable customer record.
Sales pipeline
Follow opportunities from a new lead through meetings and quotes to a won or lost deal.
Activities and tasks
Plan calls, meetings, emails and follow-ups with a date and a responsible team member.
Quotes and history
Create quotes and retain the relevant customer history so the team can see what has happened.
Reports and priorities
Review pipeline values and completed work, then set a manual customer priority for the team.
Users and permissions
Let colleagues work in the same company account with roles and permissions appropriate to their work.
The workflow
How NordCRM works day to day
- STEP 1
Collect customer data
Add companies manually or import an existing customer list from Excel or CSV.
- STEP 2
Plan the next action
Schedule calls, meetings, emails and tasks for the correct customer and owner.
- STEP 3
Follow the opportunity
Move the customer through the pipeline and update value, probability and priority.
- STEP 4
Review the result
Use dashboards and reports to understand activities, pipeline and upcoming work.
Pricing
How much does small-business CRM cost?
NordCRM pricing is based on the company's plan and number of active users. The core CRM capabilities are included across the plans, while the price per active user decreases as the team grows.
Small
SEK 299
per active user/month
1–2 active users
Medium
SEK 249
per active user/month
3–10 active users
Large
SEK 199
per active user/month
11+ active users
Prices are per active user and month. Current terms, the setup fee and VAT are shown in the company's quote.
Questions and answers