What The Heck Is The Difference Between A CRM and A Project Management Software (1)

Are you confused about the difference between a CRM and project management software? 🤔 You’re not alone! In this video, we’ll break down the key distinctions between these two essential business tools and help you understand when to use each one.

🔍 Not all CRMs are built for project management. While popular platforms like Salesforce, HubSpot, and GoHighLevel (GHL) offer powerful sales and customer tracking, they often lack the features needed to manage complex projects.

Here's a quick overview of what you'll learn:

– CRM Top Features: Manage sales activities, conversations, KPIs, notes, pictures, and even call recordings in one place.

– Project Management Top Features: Handle scheduling, sub-contractor management, invoicing, financial tracking, job costing, and team scheduling with ease.

– By the end of this video, you'll know exactly how a CRM focuses on boosting your sales and customer relationships, while a project management tool keeps your operations running smoothly.

Don’t forget to like, comment, and subscribe for more tips on optimizing your business operations! 🔔 #crmp

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