03: CRMs for freelancers and SMBs

What are Customer Relationship Management (CRM) tools and why might you need one for your freelancing operation or small business?I discuss:

  • What CRMs do
  • The difference between self-hosted (and often open-source) CRMs and SaaS options
  • The benefits of CRMs versus handling outreach from your inbox
  • Marketing automation, workflows, and why you should be using them to automate your client outreach
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Daniel Rosehill

Daniel Rosehill is the founder of DSR Ghostwriting, a writing service focused on helping technology entrepreneurs, agencies, and companies plan and execute thought leadership campaigns.