SaaS · 5 min read

Why Your Business Needs a CRM (and How to Choose One)

Losing leads in Excel and WhatsApp? Learn why a CRM matters for growing businesses in Nepal and how to choose the right one.

P
Prizma Digital Editorial TeamPublished
Why Your Business Needs a CRM (and How to Choose One)

If your customer information lives in Excel, notebooks and chat threads, you're losing money — through forgotten follow-ups, duplicated effort and zero visibility.

Signs you need a CRM

  • Leads slip through the cracks.
  • You can't see which salesperson is following up with whom.
  • Reporting takes hours.
  • Customer history disappears when staff leave.

Features that matter

  • Lead capture from website, Facebook and WhatsApp
  • Pipelines, tasks and reminders
  • Quotations and invoices
  • Team roles and permissions
  • Reports and dashboards
  • Local fit: NPR, Nepali calendar (BS) and local payments

How to choose

  1. List your top five must-have workflows.
  2. Trial with real data and real users.
  3. Check mobile usability and local support.
  4. Understand the total cost as you add users.
Meet Prizma360 — our all-in-one business hub that brings customers, work and admin into one place. Explore Prizma360.

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