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CRM and Sales

Improved email readability, better composer UX,...

You shared your feedback on Emails & Activities and we took note. Thanks to you we’ve been able to make...

3 min read

customer profile template Intake form example
CRM and Sales

Customer profile template to reach your target audience

Successful small business owners and marketing managers share a common understanding — you can’t reach...

9 min read

Sick of starting from scratch every time you create a quote? Speed things up with this price quote template from the team at monday.com.
CRM and Sales

Price quote template for speedy sales processes

Price quotes are an integral part of doing business in many industries. They help communicate pricing...

8 min read

client information sheet template
CRM and Sales

Free & easy-to-use client information sheet...

Your client list is growing every day. Celebration time! Yet every name added to the list makes the...

7 min read

Sales representative job description [top skills + tools] 
CRM and Sales

Sales representative job description [top skills +...

What is a sales representative? What does this job really entail and has it changed much in the past 10...

10 min read

The key features of a simple CRM any business can use
CRM and Sales

The key features of a simple CRM any business can use

For many people who work at startups or small businesses, the term CRM can sound a bit daunting: drawing up...

8 min read

character with dashboard and laptop
CRM and Sales

Best guide for free CRMs [+template]

Since finding the right CRM for sales, customer support, and marketing teams takes time and resources, you...

 

What is a sales lead?
CRM and Sales

What is a sales lead?

Do you ever feel like there are terms people throw around a lot without really understanding what they are?...

9 min read

The definitive guide to CRM software
CRM and Sales

The best CRM software in 2022 [read our CRM guide now]

CRM and CRM software— two essential tools in any sales team or really any scaling business’ toolbelt....

 

Why every sales team needs a sales dashboard
CRM and Sales

Why every sales team needs a sales dashboard

Easy-to-read. Visual. Help sales managers make informed decisions. The above three characteristics are among...

6 min read

illustration of a funnel with purple background
CRM and Sales

How to supercharge your sales and marketing funnel in...

If you do a lot of cooking, a funnel is a must-have kitchen utensil. With a large, open, top that...

7 min read

5 less annoying CRMs for your business
CRM and Sales

5 less annoying CRMs for your business

How good are your salespeople at closing deals? Are their win-rates through the roof? Or are they struggling...

7 min read