CRM Graphics for customer relationship management page for CMVA. Chesterfield, VA.

What is a CRM?

I’m sure you’ve heard the acronym “CRM” tossed around if you do marketing and sales online or have a marketing agency. It stands for “Customer Relationship Management” and it’s something most business owners and agencies don’t have.

A CRM is a software platform to help you manage how you interact with your customers and simplify the process.

The Old Way: You want customers or clients, so you spend time on social networks running ads, create email campaigns to let customers know about you or your product, and place forms on your website to get leads and contact information. Contact customers one by one via Messenger or SMS text, and create links on your website and social media to attract more customers. Track customers on social and analytics platforms, create chat or conversation widgets, the list goes on and on in one large vicious circle.

All of the above I bet you are doing on different platforms and paying for each one. And if you have a team involved, that just adds to the confusion. Who does what for whom and when?

Wouldn’t it be nice if you could manage most of this from one place and assign customers that come through a funnel or pipeline to the team member that’s best suited for the job? Well, you can.

The New Way: Forms, Email Marketing, Live Chat integration with Messenger and SMS Text. Social Media management, analytics tracking, social ads management, ROI, Funnel, and Pipeline building flexibility. Team Management, All in one place.


CMVA CRM Management

CMVA can set up, configure, and manage a CRM Platform for your business. Increase sales, leads, and clients.
Want to do it yourself?
We have two awesome platforms that we use and manage for our customers and our own business as well. Please use the links below to find out more information about each one.

What you choose will depend on what type of business you have and the size. You may only need a marketing service or help with sales. You may want to sell your services as an agency with multiple clients, or just a singular business looking to sell more products or gain more customers. Contact CMVA and we can help guide you in the right direction. CRM Consulting is always FREE.

Our Top 2 Choices

Both CRM Platforms listed below are very similar but may have different options depending on your needs and the size of your business. Click the links below to find out more information.

CRM Infographic

Below is an Infographic created by CMVA to demonstrate the Workflow-Funnel of a CRM.
This workflow was created for one of our clients who sells Goldendoodle Puppys. This same strategy can and will work for multiple businesses and can be adjusted to fit your needs. Workflows can be created for products or services. Anything from Dogs to Doctors.

CRM Infographics by CMVA.
cmva circle logo.


CMVA operates as an "Independent Contractor/ Contract Freelancer"
Chesterfield, VA. 23832

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