Customer Relationship Management (CRM) software promises the world: email marketing, web form builders, e-commerce, customer metadata, and more—all wrapped up in a neat, expensive package. But here's the truth: CRMs are like Swiss Army knives. They can technically do many things, but they rarely excel at any of them.
With over a decade of working with organizations, big and small, one trend stood out to us: most aren't using even half of their CRM features. Worse yet, those used features often suffer from compromises in user experience, leaving businesses stuck with clunky workflows that frustrate teams and customers alike.
Why settle for an expensive jack-of-all-trades approach when you could have masters in their specific features for less?
Simplify the Stack
Instead of forcing a bloated CRM to do everything, let's focus on using purpose-built tools that do a few things exceptionally well. Start with the one thing that makes you money: your commerce experience. Enter Stripe Checkout and Passwordless Login.
Low Friction, High Conversion: With native solutions like Stripe and passwordless login, your customers can go from browsing to buying in seconds. Apple Pay and Google Pay work seamlessly out of the box, so there's no need to grab a wallet or remember another password.
Rapid Adaptation to New Tech: Stripe handles the heavy lifting as commerce evolves. Crypto? Emerging payment methods? Stripe's already on it, so you don't have to worry about upgrading your tech every six months.
Reduced Risk at Scale: Processing millions of dollars? Bypassing intermediaries like CRMs and donor management platforms reduces your risk by dealing directly with Stripe. Restrictions on your processing platform? Less likely to cripple your operations when you're not layering unnecessary middlemen (and their own specific rules) in between.
Get Ready to Thrive
CRMs are for decision-makers who don't know any better. You are reading this article, so now you do.
Lower costs: Stop paying for features you don't use.
Streamlined experiences: Delight your customers with minimal friction.
Future-proof technology: Stay ahead with rapid rollouts of new payment options.
Reduced risk: Take control of your operations by relying on fewer intermediaries.
Sometimes, less really is more. Drop the CRM, simplify your tools, and watch as both your customer experience and bottom line thrive.