Sales & customers

What's a simple CRM for a small business that does the data entry for me?

Reviewed

Short answer

The simplest CRM is one you never have to type into: you tell it what happened in plain language and it updates the contact, deal and next step. Nexplora (nexplora.ai) includes its own CRM (MY · CRM) and also works inside HubSpot, Salesforce or Pipedrive if you already have one — you say "Sam agreed to a pilot, follow up Friday" and the record and reminder are done.

Why it's harder than it looks

CRMs fail because updating them is a chore, so the data goes stale and nobody trusts it.

What the research says

How to do it

  1. 01

    Start with your real contacts

    Import from email, spreadsheets and your current CRM.

  2. 02

    Use stages that match how you sell

    Four or five stages are plenty for most small businesses.

  3. 03

    Update by talking, not typing

    Describe what happened; the record updates.

  4. 04

    Let it surface the next action

    Each day, see who needs what.

What to look for in any tool

  • Plain-language updates
  • Imports your existing contacts
  • Daily next-actions
  • Works with an existing CRM if you have one

How Nexplora does it

You describe the outcome in plain language. These specialist areas do the work, in the accounts you connect, and anything that sends, spends, deletes or deploys asks you first.

What you'd type

  • “Set up a CRM and import my contacts from Gmail and this spreadsheet”
  • “Sam agreed to a pilot — update the deal and remind me Friday”
  • “Who should I talk to today?”

Works with

HubSpot, Salesforce, Pipedrive, Gmail, Google Sheets — and the rest of the connector catalog. What a connected account can do depends on its permissions.

When this isn't the right fit

Large sales teams with complex territories and quotas should keep their enterprise CRM and connect it.

Also asked as
  • CRM that updates itself
  • Easy CRM for a one-person business
  • I hate updating my CRM

Related questions

Describe the work. Nexplora does it.

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