CRM for Healthcare: Why It’s Important, Features to Look For, and the Top 4
It’s no secret that workers in the healthcare industry have a ton on their plates. With jam-packed schedules, a fast-paced work environment, and people’s lives on...
CRM with document management to power up your teams
Energize your team and boost productivity with a CRM system with document management.
The best CRM with Gmail integration and why you need one
Customer relationship management (CRM) tools are essential for many entrepreneurs and team leaders seeking free up time in their work days by reducing repetitive manual...
CRM marketing automation: 7 platforms to streamline marketing in 2025
Once a lead becomes a customer, they — and the valuable insights they offer — often drop off the marketing team’s radar simply because of limited time and tools...
8 CRMs with powerful email marketing features
Your customer relationship management (CRM) platform keeps track of all your contacts, and your email marketing software helps you communicate with them. Both of these...
Excel sales training template
The sales game has changed rapidly in the last 70 years, and the Don Drapers of the world are no longer the bellwethers of the modern sales environment. What we can...
Comprehensive CRM with inventory management
Traditional CRMs track customer relationships and interactions. Businesses use the data gathered to tailor the customer experience for each lead. The insights gained...
Customizable CRM with order management
A customer relationship management or CRM system helps manage customer engagement and relations. Business owners use a CRM to drive marketing success through optimizing...
CRM vs CMS: how to choose for your business
Learn the difference between the two tools, who might need them, and how to use them with monday.com.
Social CRM: Why your CRM needs social media integrations
Customer expectations have evolved with technology and social media. Your customers value the ability to contact you in a manner that’s most convenient for them,...
Win big: CRM with quoting software
For any organization selling a product or service, a fully integrated CRM software is one of your most valuable tools. It’s your single source of truth for nurturing...
How a sales pipeline report keeps sales teams organized
A pipeline report is an important tool for sales teams in any industry. It lets you keep tabs on how many potential deals you have in the funnel. That information offers...
ERP vs CRM: Breaking Down the Differences Between These SAAS Business Tools
In today’s day and age, for companies to be successful they must rely on technology to help streamline operations and enhance customer experience. When picking a...
Use an RFP template to receive great bids
When your company has a big project on the horizon and it requires outside vendors, an RFP can help ensure you access the right resources to get the job done. When you...
Your guide to creating effective buyer personas with a template
When done correctly, buyer personas create powerful brand messaging by targeting a specific kind of customer. Buyer persona templates can take that one step further by...
7 steps to creating successful sales reports
At the heart of an effective sales report is data — the lifeblood of any successful sales strategy. By collecting and analyzing metrics such as revenue, win rates,...
Pitch deck template for a winning sales pitch
A pitch deck is key to a successful sales pitch: helping you present your company, product, or idea in a way that draws investor interest or inspires excitement within a...
The Top 10 Nonprofit CRM Software to Maximize Your Organization’s Impact
When you think of running a nonprofit organization, the first thing that comes to mind probably isn’t a CRM. But the truth is, a CRM is key for nonprofits to manage...
Discover your market with a positioning statement template
In the next several minutes, you’ll discover how a positioning statement can help boost customer engagement in the digital marketing space. You’ll also receive a...
How to create a customer profile to reach your target audience
Successful business owners and marketing managers share a common understanding — you can’t reach your target customers if you don’t know who they are. That’s why...
Price quote template for speedy sales processes
Price quotes are an integral part of doing business in many industries. They help communicate pricing estimates to customers in a concise and professional manner....