How to Research CRM Solutions - And Not Get Bamboozled!

Tired of CRM research overwhelm? Stop wasting hours comparing features that don't matter.

Most service-based business owners spend weeks researching CRM systems, watch countless demos, and still choose the wrong software. The problem isn't the technology – it's your approach.

In this episode, business systems strategist Lindsay Sutherland reveals the exact 3-step research system that cuts through CRM marketing hype and helps you choose the right customer management software for your service business.

You'll discover:

• The #1 mistake that leads to expensive CRM regret (hint: it's not about price)
• How to identify your business bottlenecks before shopping for solutions
• The "dumb questions" that reveal a CRM's true capabilities and hidden costs
• Why all-in-one vs. niche-specific CRMs matter for service businesses
• Real examples of CRM research gone wrong (and how to avoid these costly mistakes)
• The sandbox strategy that lets you test-drive before you buy

Perfect for: Service business owners, contractors, consultants, agencies, and entrepreneurs ready to streamline their customer management without the tech overwhelm.

Stop building your business on digital quicksand. Get the clarity you need to choose a CRM that actually grows with your service business.

Want Lindsay's team to research CRMs for you? Check the show notes for details on their done-for-you tech research service. Book a call here -->https://crm.bizinaboxsolutions.com/widget/bookings/lindsay-30-minute

In just 15–20 minutes, I can help you uncover the hidden inefficiencies that are costing you both time and money in your business. Most owners don’t realize how much energy is wasted on repetitive tasks, gaps in processes, and systems that don’t actually support growth. During our call, I’ll listen closely to how your business is currently running, pinpoint one or two areas where you may be sabotaging your own scalability, and show you a clear next step to reclaim control. Whether you decide to work with me further or not, you’ll leave with immediate clarity on what’s holding your business back — and the confidence of knowing exactly where to focus to create more freedom and profit.

Book here - https://crm.bizinaboxsolutions.com/widget/bookings/15-minute-consult-ls

Lindsay Sutherland is a business consultant, speaker, and entrepreneur dedicated to helping business owners build companies that run with freedom, purpose, and profit. With over 20 years of leadership and sales experience in the automotive industry, Lindsay understands the challenges of growing a business that feels more like a burden than a blessing. After leaving corporate life, she co-founded Biz in a Box Solutions, a CRM and automation company that empowers small service-based businesses to streamline their operations and reclaim their time.

Her signature consulting program, The Clockwork Method, guides overwhelmed business owners through the process of systemizing, scaling, and stepping back into the true role of visionary leader. Lindsay’s approach blends practical business systems with faith-led alignment, helping entrepreneurs not only make more money but also create a business that supports their life — not the other way around.

As the host of The Freedom Entrepreneur Podcast, Lindsay shares strategies, stories, and mindset shifts that challenge conventional thinking and inspire business owners to grow without burning out. She also co-owned Off Grid Unlimited Installations, an electrical and renewable energy company in Idaho, where she lives with her husband and four children on their family farm.

Passionate about redefining success beyond hustle culture, Lindsay helps leaders build businesses rooted in clarity, sustainability, and freedom. Whether she’s speaking on stage, consulting with executives, or mentoring faith-led entrepreneurs, her mission is the same: to help people transform their business into a vehicle for purpose, profit, and lasting impact.

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Biz in a Box CRM is the ultimate all-in-one solution designed to simplify and scale your business. Imagine managing every aspect of your operations — from smart contact segmentation and automated follow-ups to call and text functionality, calendar booking, funnels, websites, and even social media scheduling — all from one intuitive platform. No more juggling multiple tools or paying for endless subscriptions. With built-in AI employee support, Biz in a Box CRM doesn’t just organize your business, it actively helps you run it. It’s like having a full-time team behind the scenes, so you can focus on growth, impact, and freedom.

Book your demo: https://bizinaboxsolutions.com/