Managing Complicated Processes with Simple CRM

Every single company that wants to go anywhere needs to have a process.

Your process, or workflow, is what moves the business along on a steady road; and hopefully one that leads to increased growth and greater profitability.

But, depending on our industries, customer and lead base, verticals, and a number of other factors, these workflows can get pretty complicated.

If you’re in this situation, you’ve probably wished things could be easier, or thought that there must be some tool out there that could help make a complicated workflow more manageable.

Enter CRM.

And not just any CRM, mind you: Simple CRM

Because the only way to make something simple is by using a simpler tool to get the job done.

Let me illustrate.

You have to get to the other side of a wall. This can be a huge obstacle, depending on what the wall is made of, how thick it is, high it is, etc.

And, while there are plenty of ways to do it, sometimes the best way is to just use a simple sledge hammer to break through.

Of course, each case might be different, or fragile in its own right. You wouldn’t want to sledge through an electrified wall, after all.

But simple CRM software gives you that flexibility without increasing the complexity of your workflow.

Simple tools for compex tasks

A simple CRM solution provides tools that will do a lot of the work for you.

Where before you would have to micro manage each part of your operation using various different manual methods, CRM can offer you automated workflow tools to easily manage types and statuses from anywhere.

Set it and forget it

Once you set up your automated workflow, you never have to look at it again.

Instantly and automatically, every filler piece in your workflow is now taken care of and you don’t have to worry about who’s doing it and when. All you have to do is wait for the tasks to be assigned and the notifications to be sent out by the CRM itself on queue.

Like a well-oiled machine, simple CRM software takes your complicated process and builds a set of rules that will govern all the busy work you’re doing right now.

While the setup might not be your favorite part, you’ll definitely enjoy the lasting benefits.


Whether you have a clearly defined, but technical process, or you’re just fleshing out a weaving workflow, the investment in CRM software with an emphasis on simplicity will pay dividends to your business and the morale of your troops.

JobNimbus is a full-featured, simple CRM + project management software with automated workflow and financial document management. You can try JobNimbus for free for 14 days today.

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