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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

Free sales invoice template — get more done in less time
CRM and Sales

Free sales invoice template — get more done in less...

Invoicing is one of the most important and often time-consuming parts of bookkeeping. But this process, as...

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

monday crm dashboards
CRM and Sales

Land deals with this CRM sales process

A simple Customer Relationship Management system or CRM may seem like the obvious choice to help manage core...

9 min read

characters with puzzle pieces
CRM and Sales

monday.com CRM for sales teams

monday.com CRM features and workflows were built with the core of customer relationship management (CRM) in...

11 min read

What is account management?
CRM and Sales

What is account management?

According to new research, 77% of brands could disappear overnight, and no one would care. A lot of this...

13 min read

Your guide to easy and accurate sales prediction
CRM and Sales

Your guide to easy and accurate sales prediction

Sales prediction has been around for as long as people have been selling things. After all, it’s...

8 min read

Personal CRM: benefits and step-by-step guide
CRM and Sales

Personal CRM: benefits and step-by-step guide

A well-kept secret? CRM software —  extremely capable contact and communication management solutions —...

7 min read

Maximize your CRM in marketing efforts
CRM and Sales

Maximize your CRM in marketing efforts

While mostly thought of as a 360-degree sales machine, CRM software is equally, if not more powerful, as a...

7 min read

How to build your own CRM system with monday.com
CRM and Sales

How to build your own CRM system with monday.com

The objective of a defined CRM process goes beyond making sales. Truly great CRM (customer relationship...

9 min read

Easy to use CRM software for Macs
CRM and Sales

Easy to use CRM software for Macs

Mac users who have grown accustomed to Apple’s system who are seeking a new CRM system would naturally...

8 min read