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CRM and sales

We’re delving into CRM best practices, latest trends and effective strategies.
Learn how to get the most out of monday CRM features to improve efficiency at every stage of the customer journey, plus what makes it stand out from other CRM software.
CRM and sales
Recruitment CRM aoftware 10 AIpowered platforms your team will actually use
CRM and sales

Recruitment CRM aoftware: 10 AI-powered platforms your team will actually use

Great candidates slip through the cracks when follow-ups get buried, resumes land in the wrong inbox, or conversation history disappears across scattered tools. That...

Alicia Schneider | 57 min read

CRM and sales
9 lead sourcing systems to eliminate manual prospecting in 2026
CRM and sales

9 lead sourcing systems to eliminate manual prospecting in 2026

Too many sales teams still start the day the same way: hunting through LinkedIn, company sites, and old spreadsheets just to build a list worth calling. That’s not...

Alicia Schneider | 56 min read

CRM and sales
Best proposal management software 9 platforms ranked by integration depth and speed
CRM and sales

Best proposal management software: 9 platforms ranked by integration depth and speed

A rep sends the proposal, updates the stage, and the deal appears to be moving. Then the thread goes quiet. Finance asks for the latest version, and leadership pieces...

Alicia Schneider | 56 min read

CRM and sales
Construction bid management software 9 tools that stop subcontractor coordination nightmares
CRM and sales

Construction bid management software: 9 tools that stop subcontractor coordination nightmares

Construction bids rarely go sideways because of one big mistake. They usually slip when one subcontractor misses an addendum, another sends pricing late, and someone on...

Alicia Schneider | 57 min read

CRM and sales
Bid management software to close more deals in 2026
CRM and sales

Bid management software to close more deals in 2026

The bid deadline looks manageable until legal has one version, sales has another, and finance is still chasing the final numbers. That kind of drift slows deals long...

Alicia Schneider | 56 min read

CRM and sales
8 benefits of CRM automation for business growth
CRM and sales

8 benefits of CRM automation for business growth

Sales reps lose most of their day to data entry, chasing follow-ups, updating records, and coordinating handoffs between teams. That’s not a people problem....

Alicia Schneider | 24 min read

CRM and sales
Sales automation process flow 7 steps to streamline your pipeline in 2026
CRM and sales

Sales automation process flow: 7 steps to streamline your pipeline in 2026

Sales teams spend most of their time on everything except selling. Data entry, follow-up scheduling, CRM updates, and administrative coordination quietly consume the...

Alicia Schneider | 25 min read

CRM and sales
Automated lead capture 10 ways to capture and convert leads faster in 2026
CRM and sales

Automated lead capture: 10 ways to capture and convert leads faster in 2026

A prospect fills out your demo request form at 2:00 p.m. on a Tuesday. By the time a rep notices the notification, logs the contact, and sends a follow-up, it’s...

Alicia Schneider | 21 min read

CRM and sales
What is automated lead routing How to set up your own fast
CRM and sales

What is automated lead routing? How to set up your own fast

A lead submits a form at 2:00 p.m. By the time someone figures out who should handle it, sends a Slack message, waits for a reply, and manually updates the CRM,...

Alicia Schneider | 26 min read

CRM and sales
10 proven ways to maximize sales opportunities without adding headcount
CRM and sales

10 proven ways to maximize sales opportunities without adding headcount

Most sales teams don’t lose deals because they lack talent. They lose them because good leads go cold, follow-ups get missed, and reps spend half their day on...

Alicia Schneider | 18 min read

CRM and sales
Bid management process 5 steps to win more deals in 2026
CRM and sales

Bid management process: 5 steps to win more deals in 2026

Your team just spent three weeks pulling together a proposal. Sales, legal, finance, and subject matter experts all contributed. You submitted on time. Then you lost....

Alicia Schneider | 19 min read

CRM and sales
Real estate agent schedule for 2026 Proven time blocks that close more deals
CRM and sales

Real estate agent schedule for 2026: Proven time blocks that close more deals

Most real estate agents lose deals not because they lack negotiation skills, but because prospecting got skipped on a busy Tuesday, a warm lead waited three days for...

Alicia Schneider | 22 min read