If you’ve ever felt like choosing a CRM is more confusing than it should be, you’re not alone.
There are loads of options out there these days, and it’s tough to know what’s actually going to work for your business, especially when it feels like everyone claims to be the perfect solution.
But as you have probably learned, the truth is there may not be one singular “best” option. It varies, based on your business needs, and any number of variables.
That’s why we sat down with Mallory Balnis from Plum Crazy Automation to dig into a key difference between CRM systems—specifically, how they store and manage your data.
We chatted about contact-centric CRMs, like Keap and ActiveCampaign, which are great for businesses focused on individual customer records. But if your business deals with more complex relationships (think companies with multiple divisions or even managing parent-child relationships), you might need a relational database CRM, like Ontraport, to handle all those moving pieces.
Mallory breaks it down in human language to make it easy to follow along. If you’re curious about the differences between these systems and what that means for your business, check out the video below. It might just help you avoid the dreaded CRM switch regret.
A big thank you to Mallory Balnis for sharing her insights in such a clear and approachable way. If you’re interested in learning more about working with Mallory and Plum Crazy Automation, check her out here.
And, if you’re still on the fence about which CRM is right for your business, or need help making the best choice, you can book a call with the Otium Team to help find the system that fits your needs.
