How to Manage Clients and Podcast Guests Like a Pro with a CRM

A CRM is a valuable tool for managing clients and if you have your own podcast, your guests. It can help keep track of important contact information, scheduling details, and collaboration notes. In this blog post, we will provide a few tips on how to get the most out of your CRM. We will also discuss five affordable CRMs that podcasters and businesses can use to manage their guests and clients.

What is a CRM?

CRM, or customer relationship management, is a strategy that businesses use to improve their relationships with customers and prospects. The goal of CRM is to create a system that stores and organizes information about customers so that businesses and other entities can more effectively market to them and provide better customer service.

Often, CRM is also used to refer to the software that businesses and organizations use to manage their customer data. This type of CRM software is typically used to track contact information, sales opportunities, and customer interactions. It can also be used to automate marketing tasks, such as email marketing and lead generation.

Why use a CRM?

There are many reasons why you might want to use a CRM system, but here are a few of the most common reasons:

  • To keep track of important customer information in one place
  • To better understand your customers and their needs
  • To develop more efficient marketing and sales processes
  • To improve customer service and support
  • To increase sales and grow your business

How can a CRM help podcasters?

For podcasters, a CRM can be used to track contact information, scheduling details, and collaboration notes for guests. A CRM helps you keep track of follow-up tasks after an episode airs.

A CRM can help you manage your podcast guests in a few different ways. First, you can use it to track contact information for your guests. This includes their name, email address, phone number, and social media handles.

Second, you can use a CRM to track scheduling details for your guests. This includes the date and time of the interview, the length of the interview, and any special instructions for the guest.

Finally, you can use a CRM to track collaboration notes for your guests. This includes any topics that you want to discuss with the guest, questions that you want to ask the guest, and any other notes that will help you prepare for the interview.

What are some of the most affordable CRMs in 2022?

Below are three of the most affordable CRMs that podcasters and businesses can use to manage their guests and clients.

HubSpot Free CRM

HubSpot Free CRM  is a great option for businesses and podcasters who are just getting started with using a CRM. Best of all, it’s free! It includes a CRM that’s jam-packed with a slew of free functions, including contact management, Gmail and Outlook integration, email tracking, meeting scheduling, and live chat. And on a clear display dashboard, you can see your entire sales pipeline.

If you want more functionality than what comes with HubSpot Free CRM, the Starter CRM Suite Bundle is a good option. For $75 a month (as opposed to $50 each), you get Marketing Hub, Sales Hub, Service Hub, and Operations Hub.

Zoho CRM

Zoho CRM combines everything you need to capture leads from your website, track sales, manage email marketing and access consumer information in one simple program.

Drag and drop customization allows you to easily modify things, which can be useful if you’re not tech-savvy. Zoho CRM is compatible with Gmail, Google Docs, Contacts, Calendar, and Tasks.

Pricing for Zoho CRM is $20 per user per month. This fee gives users access to all of the features.


Insightly is a simple and effective CRM tool that’s tailored to small businesses. With their system, you can quickly and simply obtain information on a contact, including their background, email history, and any significant dates.

Insightly also has seamless integration with Gmail, Google Drive, Outlook 2013, Office 365, and social media accounts, allowing you to capture a snippet of each conversation.

Some of its features include lead management, mass emailing, email templates, and web to lead capture.

You can try out this CRM for $29 per user per month.


Nimble is a CRM tool that’s also designed for small businesses and teams. With Nimble, you can easily find contact information and social media profiles in one place.

Nimble provides all of the functionality you’ll need to manage information and relationships across several touchpoints. It automatically identifies social media profiles of contacts on Facebook, LinkedIn, and Twitter, so you don’t have to.

Some of its top features include contact management, email templates, activity tracking, call logging and sales pipeline management.

Pricing is $25 per user per month.


A newcomer in the CRM world, GoHighLevel has made quite the splash in a short amount of time. It is designed to be an all-in-one solution for businesses of all sizes. With their system, you can do all of your sales, marketing, and customer management in one place. It has a wide range of integrations, so you can connect it to the tools you’re already using. Plus, it has other amazing features like website and landing page builder, ability to send SMS, create surveys and forms, and much more.

Given all of the features and integrations that GoHighLevel offers, its pricing of $97 per user per month for the starter pack is a dealbreaker.

Wrapping up

Overall, using a CRM can be extremely beneficial for managing both clients and guests for a podcast. Not only will it help to keep track of important information and communication, but it can also save a lot of time and energy in the long run. If you’re looking for an affordable and easy-to-use CRM solution, any of the products mentioned above would be a great place to start.

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