CRM software represented by a photographic collage illustrating various aspects of the client relationship

How to Land the First Clients for Your CRM Software

The market for CRM software is thriving, but the competition for clients is fierce. So if you’re a software developer who knows you have developed the best CRM software for a particular sector, how do you go about acquiring your first clients?


According to Statista, the global customer CRM software market is projected to reach $57 billion by 2025. It is also expected to grow at a CAGR of 2.1% from 2021 to 2025.

By implementing CRM software, organizations aims to improve companies’ relationships with customers, thus increasing their retention rates and eventually driving sales growth. Therefore, more companies are adopting these solutions to streamline operations and manage customer interaction. As a result, industry watchers predict that the number of businesses adopting a CRM system will steadily increase at a CAGR of 12% from 2023 to 2028.

As a software developer, acquiring your first clients is often the most challenging aspect of the journey. But worry not. In this blog, we will discuss some effective strategies that will help you gain clients for your CRM software, setting you on a path to success in this competitive market.

7 Strategic Steps to Get Clients for Your CRM Software

Earning your first clients requires a strategic approach that combines solid product development, innovative marketing, and effective networking. Listed below are the seven effective steps that can help you navigate this competitive landscape and get the first few clients for your CRM software.

Define the Target Audience for Your CRM Software

Before embarking on your quest to acquire the first clients for your CRM software, you must have a deep understanding of your target audience. Your chances of attaining success in winning clients’ trust are higher when you target your marketing effort.

No matter how good your marketing strategy is, people will have no interest in investing in your CRM solution if they are not your target audience. Focusing on such users will waste all your marketing efforts, time, and investments. So, be specific about your target audience when planning your marketing strategy. Find out their pain points and how your CRM solution can help fix that issue.

Establish Your Online Presence

As of July 2023, there were over 5.19 billion internet users worldwide, which amounted to 64.6% of the global population. So, with more than half of the world’s population available online, having a strong online presence is a must. It will allow potential clients to reach out to you no matter what device they use.

You can create an SEO-optimized website and make profiles on social media platforms to engage and educate your online users about your CRM software. Remember to post regularly on your online channels and actively engage with your followers. However, if you post just to sell your CRM without giving anything back to potential clients in return, you will most likely drive people away.

Offer Value and Insight

A brazen sales pitch will seldom turn visitors into customers. Many times, it may even turn away a potential customer. So, instead of imposing your CRM software on people, offer them some value.

Consider following the practices here when crafting a value-driven strategy to sell your CRM software:

  • Create a professional website that showcases the features and benefits of your CRM software.
  • Share valuable insights, both online and when you meet potential clients in person.
  • Create blog posts to highlight the success stories of your early users, demonstrating the real-world value of your software.
  • Start a YouTube channel or create Reels with informational videos.

Focusing your imagination and resources on your marketing efforts can help you attract potential clients for your CRM software.

Send Outreach Messages

Don’t underestimate the value of cold outreach when trying to acquire the first few clients for your CRM software. Reach out to potential investors through email, phone calls, or direct messaging on professional networking platforms. Craft personalized messages that highlight the specific benefits your CRM software can offer their business.

Also, create messages about your product and special deals that might tempt recipients to purchase your CRM software. Building personal connections and demonstrating how your solution can address their pain points can lead to early client acquisition.

Enhance Social Networking

Participating in industry events, conferences, and meetups can be a goldmine for finding your first clients. These events provide an opportunity to network with decision-makers and demonstrate the capabilities of your CRM software. Consider sponsoring or exhibiting at relevant events. Then be prepared to deliver compelling pitches and demonstrations.

For instance, you could rent a booth at a popular event to attract potential customers to your product. This helps grow your network and could help you gain your first clients.

Offer Freemium or Trial Versions of Your CRM Software

A strategic approach to attracting initial clients to your CRM product is to offer a freemium model or a free trial version of your product. It will allow your potential clients to experience the capabilities and features of your CRM software firsthand. This can significantly reduce the barriers to entry. Offering a taste of its value before committing to a paid subscription encourages users to try the software.

Use Social Media to Promote Your CRM Software

According to Statista, more than 4.88 billion internet users, which is 59.9% of the global population, use social media. Thus, harnessing the power of social media platforms can be one of the best ways to connect with potential clients and build a community around your CRM software. Use platforms like LinkedIn, Twitter, and industry-specific forums to establish your brand as a trustworthy CRM solution provider.

Consider following the below-listed ways to engage on social media channels:

  • Create engaging and informative content.
  • Encourage users to like, share, and comment on your posts.
  • Respond to all comments people leave on your posts.
  • Collaborate with influencers.
  • Participate in social media groups.
  • Tag relevant users or businesses in your posts.


Final Thoughts

Acquiring the first few clients for your CRM software is a challenging but rewarding endeavor. It involves a combination of the best custom software development services, effective marketing strategies, and a strong sales pitch. If you get a good mix of these essential components, your CRM will effectively attract the attention of your potential clients.

Remember, client acquisition for your CRM product will be an ongoing process, and so is your marketing strategy. Make sure to build a satisfied customer base and seek reviews, testimonials, case studies, and more. All of this will further drive the success of your CRM software.

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