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What is a CRM and why does your business need one right now?

9/9/25

In 2025, customer relationships are at the heart of the growth of any business. That you are freelancer, freelancer, VSE manager or e-merchant, the effective management of your customers makes the difference between a business that is stagnant and a business that scales.
That's where the CRM (Customer Relationship Management). But what does that mean in practice, and why should every entrepreneur use one now?

What is a CRM?

One CRM is a software or a platform that centralizes all the information related to your customers and prospects: contact details, exchange history, quotes, invoices, preferences, etc.
👉 The objective: to better understand its customers to improve the commercial relationship and boost sales.

Among the leading solutions, we find Salesforce, HubSpot, Zoho, Pipedrive, or Monday.com, but also lighter alternatives integrated into the daily tools of entrepreneurs.

What is the purpose of a CRM for a business?

1. Centralize customer information

No more scattered Excel files or incomplete address books. A CRM offers a unique view of each customer, with all the data accessible in a few clicks.

2. Improve commercial follow-up

Reminders, opportunities, contracts... CRM helps Do not forget anything and to organize the follow-up of each prospect until the conversion.

3. Optimizing customer relationships

A CRM allows you to personalize exchanges : targeted emails, adapted recommendations, smooth support management.

4. Save time through automation

By connecting CRM to other tools (via Zapier or Make), you can automate tasks: sending emails, creating quotes, tracking invoices.

5. Measuring performance

A good CRM offers dashboards and KPIs to track sales, retention, and customer satisfaction.

Why does your business need it right now?

Competition is stronger than ever

In 2025, customers are comparing everything, all the time. Without accurate monitoring, it is difficult to remain competitive with companies that use their data intelligently.

Customer expectations are changing

Consumers want personalized and seamless interactions. A CRM makes it possible to anticipate their needs instead of simply reacting.

AI boosts CRMs

Big names like Salesforce Einstein or HubSpot AI show how the AI integrated into CRMs makes it possible to predict customer behavior, score leads or automatically generate messages.

It is a profitable investment

Studies show that a well-used CRM can generate up to 37% increase in sales (source: Salesforce).

And Klark in all of this?

If CRMs manage the commercial relationship, there remains another essential pillar: the financial and administrative management.
👉 That's exactly the role of Klark, the intelligent cockpit that complements your CRM:

By combining CRM + Klark, an entrepreneur has a 360° vision of its customers and finances.

Conclusion

In 2025, not using a CRM is like driving with your eyes closed. Whether you choose a complete solution like Salesforce or a simpler option like Pipedrive, the important thing is to Structure your customer relationship today.
And to go further, connect this CRM to a cockpit like Klark Give you the winning duo to effectively manage your business.

Frequently asked questions

Qu’est-ce qu’un CRM ?
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Quels sont les meilleurs CRM en 2025 ?
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Un indépendant a-t-il vraiment besoin d’un CRM ?
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Quelle est la différence entre un CRM et Klark ?
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