Since CRM is specialized in customers, it also has some disadvantages at the company level. Mainly, its capacity for traceability.
For most businesses, a closed sale means new work. That means your CRM will need to communicate with your project management tool to track the entire deal from start to finish. This will help you understand where each project came from, and give you a more holistic view of a client’s performance.
While this is easy in an ERP, a CRM that works thai phone numbers in isolation has a harder time.
Nowadays, this can be solved with integrations, but a standalone tool will not work the same as comprehensive management software.
It is worth mentioning that at Vendomia we have solved this by including both the sales CRM and project management in a single solution - this way you can know the status of your projects and have very valuable information at hand, such as:
Which clients have the most projects?
What types of projects are most easily closed?
How many hours on average have I spent on each client since the sale?
Do I need an ERP or a CRM?
In my opinion, every growing company will need an ERP solution sooner or later. It is an essential tool for being able to evolve as a business - a company that does not use an ERP is like a car that has no wheels.
Now, you don't need a full-featured ERP if you're just starting out, or if you're part of a small team. For example, you're unlikely to need to keep a comprehensive record of payroll if you have fewer than five people in your company. You're also unlikely to need your own accounting software if you have a management firm that handles everything for you.