Tag: Choosing a CRM
Articles, guides and news tagged "Choosing a CRM" from the HelloCRM blog and news, newest first.
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What do these articles cover?
These articles help a small company choose a CRM well: what to write down before deciding, what to watch for in a free plan, and how to move over from a spreadsheet or another CRM. Claims about vendors are on the comparison pages, each with its source and date.
Where are the basics?
CRM and the GDPR: what to know when you store customer data
If your CRM holds data about natural persons (a private customer, or the name and email of a contact person at a company), the GDPR applies to it. In practice five things have to be kept in order: every item needs a legal basis, store only what is needed, hand it over or erase it on request, limit who has access, and have an agreement with the CRM provider. This is general information based on the regulation's text, not legal advice.
CRM implementation steps for a small business, start to finish
Rolling out a CRM in a small company takes eight steps: decide what it has to solve, name an owner, tidy and bring over your existing customer data, set up the sales pipeline and access, connect the mailbox, get the team onto one shared rule, and check after a month whether it works. Setting up the software is a day or two of that; the rest is the team actually working in it.
From a spreadsheet to a CRM, step by step
You move from a spreadsheet to a CRM by tidying the sheet first (one row per person, one header row, separate email and phone columns, consistent dates), saving it as CSV in UTF-8, mapping the columns in the importer and loading it after the preview. In the first week afterwards you set up tasks, the pipeline and access.
A free CRM: what to watch for before you choose
A free CRM is a good choice when it is a real plan with no time limit (not a trial), its limits (users, contacts, emails, storage) fit your company, and your data stays and can be exported when you outgrow it or stop paying. Before choosing, also work out what the next step costs.
How to choose a CRM as a small business in 2026
Write down first what the CRM must take over from today's spreadsheets and notes, then answer seven questions: who will use it, who sees what, whether the interface and invoicing work in Hungarian, what it will cost in a year, whether the data can be taken out, and how long the rollout takes. Then try it for two weeks on real data, not on a demo.