Tech Stack Spotlight | What is a CRM & Why do I need one?

Welcome to another Tech Stack Training with Ethan Wood, from ewcrm.com In this video, I break down what a CRM really is and why it’s the quarterback of your entire business tech stack — calling the plays, connecting the tools, and keeping your sales and marketing teams in perfect sync.

If you’ve ever asked yourself, “What does a CRM actually do?” or “Why do I need one?” — this tutorial is for you. Ethan simplifies the complex world of CRM systems and shows exactly how tools like Pipedrive and HighLevel CRM become the central hub for automation, organization, and growth.

You’ll learn how these platforms manage your leads, track deals, automate workflows, and integrate seamlessly with tools like Apollo.io, JustCall, PandaDoc, and QuickBooks — creating a fully connected ecosystem that helps you close more deals and save time.

💡 What You’ll Learn:

What a CRM (Customer Relationship Management system) really does
Why Pipedrive and HighLevel are the MVPs of your tech stack
How to automate repetitive sales tasks and follow-ups
How to use CRM dashboards for visibility, forecasting, and performance tracking
Integrations that make your CRM the command center for your business

🚀 Featured Tools in This Video:

Pipedrive CRM – Simple, powerful, and built for sales-driven teams
HighLevel CRM (GoHighLevel) – All-in-one automation and marketing powerhouse
Apollo.io, JustCall, PandaDoc, QuickBooks, JotForm, and more

🎯 Who This Is For:

Entrepreneurs, sales leaders, small business owners, and marketers who want to scale smarter — not harder. Whether you’re new to CRM systems or ready to optimize your sales process, this video gives you the roadmap to success.

🌐 Visit EWCRM.com to learn more about CRM setup, automation, and training services — or to schedule a personalized consultation with Ethan Wood.

📅 Next Steps:

Watch the full tutorial to understand the role of CRM as your quarterback.
Subscribe for more Tech Stack Spotlight videos and tutorials.
Explore CRM setup and automation at EWCRM.com.

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