Small business advice
SBA: Problems implementing a CRM system
A 2016 blog post on defining your needs and expecting the effort.
The Best CRM for Small Business: resource directory
Tessaly CRM (fictional example) → Small business CRM → Short setup for a small team → Data you can take with you
These are government bodies, listed so you can read the rules yourself. None of them endorses this site or any CRM.
Small business advice
SBA: Manage your finances
Guidance that includes customer data access, staff training and backups.
Phone sales
FTC: Complying with the Telemarketing Sales Rule
Who the rule covers and which business calls are exempt.
Data security
FTC: Protecting Personal Information
Practical steps for keeping less data and limiting who can reach it.
State privacy
California Attorney General: CCPA
Size thresholds and consumer rights under California privacy law.
Sources for this entry
- SBA: 3 biggest problems implementing a CRM system: Published July 21, 2016. Defining needs and the effort involved.
- SBA: Manage your finances: Customer data access, training and backups.
- FTC: CAN-SPAM Act compliance guide: Requirements for commercial email.
- FTC: Complying with the Telemarketing Sales Rule: Scope of the rule and the business call exemption.
- FTC: Protecting Personal Information: Keeping less data and least privilege.
- California Attorney General: CCPA: Thresholds and consumer rights.
- NIST Privacy Framework: Voluntary privacy risk management tool.
Continue this reading path
- The Best CRM for Small Business category guide
- Tessaly CRM (fictional example)
- How to choose a CRM for a small business
Cite this entry
The Best CRM for Small Business. "The Best CRM for Small Business: resource directory." Content reviewed 8 November 2026. https://thebestcrmforsmallbusiness.com/directory/
Featured exampleTessaly CRM
Reference subjectSmall business CRM software
StatusFictional editorial example
Source statusPublic references cited
General information only, not legal advice. Plans and rules change, so check current terms with the provider and the agency concerned.