5 CRM Mistakes That Are Costing You Customers

Your CRM system should help you sell more - not steal time from important customer meetings. Yet we see the same mistakes time and time again in Swedish small businesses. Mistakes that not only cost time, but actually cause you to lose customers. After working with hundreds of companies, we have identified the five most common CRM traps - and most importantly, how to avoid them.

Mistake #1: You enter the same data multiple times The worst time waster of all. You create a customer in the CRM, then the same customer in the financial system, maybe even in the project tool. When the customer changes address, you have to update in three places.

The solution: Choose a CRM that integrates with your financial system from the start. With Remember CRM and Fortnox, you only need to enter customer data once - then everything syncs automatically.

Mistake #2: You forget to follow up on leads. 72% of all leads are never followed up on. That’s money down the drain. Most often, it’s because follow-up feels too complex or you simply forget.

The solution: Use reminders to remember when it’s time to follow up and when it’s time to renew contracts.

Mistake #3: You mix personal and company information. When Pernilla at Acme AB leaves and Mikael takes over her position - where do you save all the contact history? Many companies link everything to one person's email and lose valuable information when the person leaves.

The solution: Always separate companies and contact persons. Link all communication to the company, not just the individual.

Mistake #4: You use your CRM as an address book If your CRM only contains names and phone numbers, you've missed the point completely. It should be the hub for all customer interactions - emails, meetings, quotes, projects, invoices.

The solution: Integrate email and calendar. Every customer contact should be automatically logged in your CRM so you always see the full history.

Mistake #5: You have no idea what's happening next "What did we say in the last meeting?" "When should we hear from you again?" If you ask yourself these questions often, you lack structure in your sales process.

The solution: Use a sales pipeline with clear steps. After each customer contact, the next step should be crystal clear - both for you and for the customer.

Conclusion: A CRM should make you more efficient, not steal your time. If you recognize yourself in these mistakes, it's time to review your routines. Remember: the best CRM is the one you actually use every day. Read more about Remember CRM and its features here .