Guidance and tools


Digital technology can help grow your business. Whether you’re taking your first step or next step, our guidance section includes resources to help you: work out what’s right for your business; adopt new ways of working; and learn how digital has helped businesses like yours.

All guidance and tools

Introduction to CRM software

Customer Relationship Management (CRM) software helps you manage your communications with your customers. We explain the main features and benefits.

Starting out CRM software CRM

6 steps to choosing software

Digital technologies can help your business grow. Our 6 steps will steer you through the buying process, so you can make the right choice.

Digital accounting eCommerce CRM software 6 Step Adoption Guide CRM Planning

TechDisinfect

Having switched careers from finance to set up his commercial cleaning business in 2018, Karim Samani explains how CRM software has helped him manage interactions with his clients.

CRM Case studies Going digital

Would CRM suit my business?

Take a deeper look at the main features of Customer Relationship Management (CRM) software. Benefits range from workflow and reporting automation to a 360-degree view of your customers’ activity.

Going digital Leadership CRM software CRM

Ligero Design

When father and son team Colin and Ashley Hulme founded specialist LED lighting company Ligero Design, Customer Relationship Management (CRM) software soon shone a light on the benefits it could bring to their business.

Case studies CRM Going digital CRM software

Edale Enterprises

Launching his business in the investment services sector, Lawrie Chandler explains how CRM is vital for keeping his clients happy and his business running smoothly.

CRM software Case studies CRM Going digital

Proeon Systems Ltd

Dr Dorian Hindmarsh needed a solution to enhance customer relationships and increase customer growth. Customer Relationship Management (CRM) software provided him with answers to both.

Case studies CRM CRM software Going digital

Chil UK

After completing his apprenticeship and co-founding Chil UK, George Carter discovered the opportunity to grow his business through adopting Digital Accounting and CRM software.

CRM software CRM Case studies

Using CRM to build customer loyalty

Find out how CRM software can support building and maintaining customer loyalty by helping you offer a first-class shopping experience.

CRM software CRM

Ready to compare?

Explore the software available through Help to Grow: Digital. Compare features, compatibility and price to find the best match for your business.

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