How to Use CRM Tools to Disciple Your Business Team 

Christian entrepreneurs are more than business owners. You are leaders called to influence people, shape culture, and build teams that reflect the character of Christ. Your workplace is not separate from your calling. It is one of the primary places where discipleship happens.

Discipleship in the business world does not always look like a Bible study or a sermon. It often looks like intentional leadership, consistent communication, thoughtful follow up, and genuine care for your team. This is where CRM tools can become powerful discipleship tools.

A CRM is not just software for tracking customers. In the hands of a Kingdom leader, it becomes a system that strengthens relationships, organizes development, and helps people grow with clarity and purpose. In this guide, you will learn how to use CRM tools to disciple your business team and build a workplace culture that honors God.

1. Use a CRM to Build Stronger Relationships With Your Team

Discipleship begins with relationship. You cannot lead people spiritually if you are not connected to them personally. A CRM helps you stay aware of your team’s needs, history, and growth.

Inside a CRM you can track:

• Conversations
• Personal updates
• Strengths and abilities
• Goals
• Training progress
• Prayer needs
• Areas that require support
• Important dates or milestones

This is not about micromanagement. It is about stewardship. When you remember the details that matter, your team feels valued. When you check in with intention, trust grows. When trust grows, discipleship becomes natural.

2. Use a CRM to Create Clear Development Pathways

Your team wants to grow. They want clarity, direction, and support. A CRM allows you to build structured pathways that guide team members through personal, professional, and spiritual development.

Examples of development pathways inside a CRM:

• New hire onboarding
• Skill development training
• Leadership growth tracks
• Values based coaching sessions
• Discipleship series
• Communication improvement
• Accountability steps
• Team culture reinforcement

You can build these pathways as workflows, sequences, or step based processes. As people complete each step, the CRM tracks their progress and helps you follow up with encouragement and conversation.

3. Use Automated Check-Ins to Encourage and Strengthen Your Team

Consistency is a key ingredient in discipleship, yet many Christian entrepreneurs feel stretched thin. A CRM helps you stay connected without burning out.

Use automated check-ins for:

• Weekly encouragement
• Scripture or devotional thoughts
• Motivational messages
• Progress reminders
• Accountability prompts
• Training follow ups
• Prayer support touchpoints

Automation does not replace personal relationship. It supports it by keeping communication consistent. When someone receives an encouraging message at the right moment, they feel seen and supported.

4. Use CRM Notes and Tags to Track Spiritual and Personal Growth

Your team is not just made of employees. They are people with stories, callings, challenges, and potential. Discipleship means helping them grow toward who God created them to be.

Inside a CRM you can track:

• Areas where they are growing
• Personal breakthroughs
• Spiritual conversations
• Strengths you see in them
• Skills they are developing
• Opportunities for deeper leadership
• Challenges that need prayer

These notes help you lead them with more wisdom and intentionality. You never have to guess where someone is at. You can meet them exactly where they are.

5. Use CRM Tasks to Support Accountability

Growth never happens without accountability. A CRM helps you set practical steps that team members can take each week.

Examples of CRM based accountability tasks:

• Follow up on a leadership book
• Complete a training module
• Meet with a mentor
• Pray over a specific challenge
• Work on communication skills
• Reflect on a value or Scripture
• Prepare for a team discussion

You can assign tasks to individuals, track their completion, and encourage them throughout the process.

6. Use CRM Communication to Build a Healthy Team Culture

Culture is shaped by consistent messages, shared values, and regular touchpoints. A CRM helps you keep your team aligned by sending:

• Vision updates
• Team announcements
• Encouraging stories
• Wins and testimonies
• Reminders of core values
• Devotional reflections
• Celebrations of progress
• Prayer requests

When your team receives regular uplifting communication, it builds unity and shared mission.

7. Use CRM Tools to Model Servant Leadership

Jesus led with clarity, compassion, communication, and consistency. A CRM helps you model these qualities as a leader.

You can:

• Follow up quickly
• Stay organized
• Communicate with care
• Track needs
• Honor commitments
• Provide structure
• Celebrate growth

When your team sees you lead with excellence, they follow with greater enthusiasm and trust. This is discipleship through example.

The Best CRM Tools for Discipling Your Business: The Farmwork

Most CRM systems are built only for sales and customer management. The Farmwork is different. It is designed for Christian entrepreneurs, Kingdom leaders, and organizations that want to integrate discipleship into business operations.

Inside The Farmwork you can:

• Track team relationships
• Build custom development pathways
• Automate check-ins
• Send encouragement
• Organize communication
• Deliver training and courses
• Create community groups
• Manage workflow accountability

It is a discipleship system that helps you build a healthy, unified, purpose driven team.

Disciple Your Business With The Farmwork

If you want to strengthen your team, build Kingdom culture, and disciple your business with clarity, The Farmwork is your next step.

Start your Farmwork account today and begin leading your team with purpose and excellence.

GET STARTED TODAY >>>