Choosing the right CRM
Which CRM to choose?
Six criteria to pick a CRM your team will actually use.
The right CRM is the one your team actually uses. Favor simplicity, instant onboarding, data hosted in Europe and clear pricing with no crippled features. For a small business, a tool that shows what to do today beats an over-engineered machine.
1. Simplicity above all
A CRM no one fills in is useless. Choose a tool that surfaces the day’s actions right away. Lea gives you a “Your Day” page, a list of actions rather than a dashboard to interpret: you open it, you know what to do.
2. Onboarding
Count how long before the team is up and running on its own. A good CRM is usable from day one, with no heavy training.
3. Data sovereignty
Your customer data is strategic. Check where it’s hosted, and which country’s law the company hosting it is subject to. Lea is hosted in Amsterdam, in the Netherlands, and its hosting provider, Railway Corp., is an American company: ask every vendor the same question.
4. Clear pricing, no crippled features
Beware of “entry-level” offers where the useful features are reserved for expensive plans. With Lea, advanced features (multiple pipelines, follow-ups, custom fields) are unlocked from the very first euro.
5. The features that truly matter
A clear pipeline, follow-ups, built-in booking, click-to-call, a capture extension, reports. Focus on what moves sales forward, not on the length of the checkbox list.
6. A fit for your size
An independent, a micro-business and an SMB don’t have the same needs. Lea is built for small sales teams who want to sell, not administer software.
Frequently asked questions
What’s the simplest CRM?
The simplest is the one that shows you what to do straight away. Lea was designed around a page of daily actions rather than dashboards to interpret.
Which CRM for a small business?
A lightweight CRM that’s quick to pick up and has no crippled features. That’s exactly where Lea sits.
Should you choose a European CRM?
A European vendor keeps things simpler on applicable law and support. Also look at who hosts the data: Lea is published by a French company and hosted in Amsterdam, on servers operated by Railway Corp., an American company.