Experienced veterans do it naturally, Customer Relationship Management is a means to provide structure and clarity to the way your Company engages with clients and suppliers.
Core elements of any system are essentially there to support your established best practice.
If you have a clear vision for how best to work with your customers and suppliers then very often a bespoke CRM system will cost you less and will for ever always be a really simple CRM solution. Our guide to writing a CRM brief is here
Capture the essentials about where the client is and how to best engage, this could be by post, email or the phone. Profile them so you know at a glance who they deal with, what they buy from you or provide you with.
If it's important to keep a track of the previous transactions then your CRM system is ideally the best place to keep the details, if you use a stock management system these can usually be integrated into the CRM system.
Grant access to your staff so that everyone can answer queries when they arise or can make a decision based on the common resource of knowledge.
Collate data from various data sources to avoid save time, example can include showing the status of rent payments, past issues planned maintenance and a lot more on a dashboard thus empowering your staff to achieve more at a lower cost.
Keep it simple, avoid excessive clutter (things you dont need and will never use) and never be afraid to adapt your system.