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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
Top CRMs for the venture capital industry 12 platforms for nonlinear deal flow
CRM and sales

Top CRMs for the venture capital industry: 12 platforms for non-linear deal flow

A founder you passed on 18 months ago lands back in your inbox with traction, a new lead investor, and real momentum. The context exists somewhere — scattered across...

Chaviva Gordon-Bennett | 47 min read

CRM and sales
Ecommerce CRM systems 14 platforms to unify sales and fulfillment data
CRM and sales

E-commerce CRM systems: 14 platforms to unify sales and fulfillment data

When a customer asks about a delayed order, your team shouldn’t need to check five different systems just to find an answer. The right e-commerce CRM keeps...

Chaviva Gordon-Bennett | 47 min read

CRM and sales
Quote management software 15 tools to speed up sales quotes
CRM and sales

Quote management software: 15 tools to speed up sales quotes

A buyer asks for pricing at 10:00 a.m., and by late afternoon, the deal is still waiting on approvals and updates. Quote management software solves this by giving sales...

Chaviva Gordon-Bennett | 50 min read

CRM and sales
Sales order management software 15 solutions tested for revenue teams in 2026
CRM and sales

Sales order management software: 15 solutions tested for revenue teams in 2026

The deal closed. Your CRM says “won.” And then the real chaos begins. Suddenly, sales is pinging ops about inventory. Finance is waiting on an invoice that...

monday.com | 51 min read

CRM and sales
CRM for SaaS companies 14 top platforms for managing the customer lifecycle
CRM and sales

CRM for SaaS companies: 14 top platforms for managing the customer lifecycle

In SaaS, the signature is just the beginning — real revenue comes from onboarding, adoption, renewals, and expansion. A CRM built for recurring revenue helps teams...

Chaviva Gordon-Bennett | 46 min read

CRM and sales
AI meeting assistant 7 ways for sales teams to close more deals
CRM and sales

AI meeting assistant: 7 ways for sales teams to close more deals

What if every detail from your sales calls — buying signals, decision-maker names, budget discussions — automatically flowed into your CRM the moment the call ended?...

Chaviva Gordon-Bennett | 20 min read

CRM and sales
Propertybase CRM alternatives 8 platforms real estate teams actually use
CRM and sales

Propertybase CRM alternatives: 8 platforms real estate teams actually use

Your agents are out showing properties, fielding calls, and juggling offers. Meanwhile, your CRM sits there demanding data entry, requiring IT tickets for basic changes,...

Alicia Schneider | 41 min read

CRM and sales
Copper CRM alternatives 10 platforms that adapt as you grow
CRM and sales

Copper CRM alternatives: 10 platforms that adapt as you grow

A Gmail-first CRM feels like a smart, low-friction choice. Then the team grows, handoffs multiply, reporting gets thin, and suddenly you’re building workarounds...

Alicia Schneider | 44 min read

CRM and sales
NetSuite CRM vs Salesforce Which is the right choice for your business
CRM and sales

NetSuite CRM vs Salesforce: Which is the right choice for your business?

NetSuite CRM and Salesforce are both serious platforms with real strengths, but they’re built around fundamentally different assumptions about how revenue gets...

Alicia Schneider | 20 min read

CRM and sales
Lead management process 7 stages to turn leads into revenue
CRM and sales

Lead management process: 7 stages to turn leads into revenue

Most sales teams don’t lose deals because their product is weak or their pitch needs work. They lose them because leads fall through the cracks: followed up too...

Alicia Schneider | 18 min read

CRM and sales
CRM for healthcare 15 HIPAAcompliant platforms for care teams
CRM and sales

CRM for healthcare: 15 HIPAA-compliant platforms for care teams

Healthcare teams lose revenue every day, but not from one catastrophic failure. Rather, it’s from missed follow-ups, stalled referrals, and patient outreach...

Chaviva Gordon-Bennett | 33 min read

CRM and sales
13 best CRMs for the automotive industry  that fix lead response gaps
CRM and sales

13 best CRMs for the automotive industry that fix lead response gaps

A lead comes in from AutoTrader, another from your website, and a third walks into the showroom before the first rep finishes their coffee. The gap between inquiry,...

Chaviva Gordon-Bennett | 26 min read