Simple CRM system around your customer conversations

What is a CRM system?

CRM stands for Customer Relationship Management. A CRM system is software in which you store all the details and contact moments of your customers. This way, with every phone call or message, you know who you're speaking to, what was agreed earlier and what the next step is.

The value of a CRM system therefore lies not in the software itself, but in the overview: no one in your team needs to search their own phone or mailbox to see what a customer asked before.

An example of a CRM system in practice

A customer messages on Tuesday about a quote. On Thursday he calls, and a colleague answers. In a CRM system, that colleague opens the customer card and sees the WhatsApp messages, the sent quote and the note "would like to start early next month". The conversation then starts where it left off, rather than from scratch.

Which CRM system suits a small business or freelancer?

The best CRM system is the system you actually keep up to date. Large CRM packages are built for sales teams with pipelines, forecasts and many input fields. For a freelancer or SME that mainly works via WhatsApp, phone and e-mail, that is often too much: the lists become empty and the team falls back on their own phone.

Slimbot takes a different approach. The customer card fills itself around the conversations you're already having. Useful if you:

• has a lot of customer contact via WhatsApp and doesn't want to leave it in separate phones;
• working with a small team that needs to see who agreed what with whom;
• want to keep quotes, invoices and appointments close to the customer conversation;
• want a Dutch-language system, without lengthy implementation.

What Slimbot is not

To be fair: Slimbot is a simple CRM built around your conversations, not a heavy sales CRM. There is no pipeline with deals that you drag from stage to stage, no revenue forecast and no ready-made synchronisation with other CRM packages (custom integrations are discussed case by case). If you work with a large sales team that manages on that basis, a specialised sales CRM is a better choice. If you mainly want overview in customer contact, Slimbot is set up faster.

CRM system in Excel or a proper system?

Many business owners start with a customer list in Excel. That works until you work with more people or customer contact runs through different channels: a spreadsheet doesn't know what was messaged yesterday. Your existing list doesn't have to go. You import contacts with a CSV or vCard file and you can also export your contact list as CSV again.

What does a CRM system cost?

Customer cards and contacts are included in the Slimbot plans; you do not pay a separate price per contact. Labels and a number of additional features are included in the higher plans. The current amounts below come directly from our price list.