Seamlessly manage a project with an action items template
There are dozens of cliches for starting a massive project or endeavor, and for good reason. Staring up at the project mountain can feel daunting from the bottom and...
How to write a time and materials contract
In the worlds of project management and construction management, there’s really only one thing you can virtually guarantee will happen—the scope will change. If you...
Why a contact management database is a key part of your CRM
As your business grows, so does your contact list. Whether we’re talking about leads, clients, vendors, or others — they’re all cluttering up your inbox....
What is capacity planning and should you use it? [2025]
Capacity planning sounds pretty straightforward. Planning the capacity of a project — simple. We wish it were that easy. Effective capacity planning is no simple...
10 Gantt chart examples for smarter project management
You don’t need to reinvent the wheel when it comes to Gantt charts, but you should make it roll in the right direction. It can be helpful to take inspiration from...
5 simple ways to create a Gantt chart for Mac
Gantt charts are a great way to easily visualize your project progress and timeline, but a lot of popular Gantt chart tools are designed for Windows only. No Mac users...
Choose the right BIM software with these 9 essential features
Global economies depend heavily on the construction industry, which has laid much of the infrastructure that is essential to our daily lives — from buildings to...
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 management) — the kind that turns strangers into loyal fans...
7 must-have features of a winning productivity app
Employees have reported spending just 3 hours of every workday being productive. Though I’m sure everyone on your team works 100% all day long. Honestly though,...
How to use content briefs
Dive into what content briefs actually are and how to use them to scale effectively.
Understanding the dynamic role of an Event Coordinator
It’s not all shining lights, canapés, and red carpets—the role of an event coordinator is meaningful, dynamic, and challenging at times. Special occasion events...
Choosing the right life insurance CRM
Insurance companies have a lot to manage on a daily basis. Their teams are chasing leads, making appointments, calling clients, managing claims, and more. But to take...
Finance CRM: A practical guide to choosing the best software
Finance organizations absolutely need a customer relationship management (CRM) solution. But there’s more than one type of finance institution, including banks,...
9 Reasons to invest in an online CRM [and what to look for]
Customer relationship management (CRM) is the backbone of a successful business, but it’s often hindered by manual CRM methods — like physical folders for every...
Best CRM for insurance agents
Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments to calling customers and renewing policies, things can get...
Mastering sales management: Best practices for success
Sales management is essential for any company that wants to grow its revenue and increase its profitability. It helps managers create plans, set quotas, and motivate...
What does CRM open source mean?
CRM — open source or not? There is a lot of buzz around these types of software and platforms — and there’s a good reason for it. You can enjoy a world of benefits...
CRM for startups: everything you need to know
The CRM market is booming, with its market size expected to reach $128.97 billion by 2028. For startups, a good CRM is essential as a centralized system to manage...
Why a sales tracker is essential to your sales operations
You’ve likely spent countless resources hiring, training, and equipping your sales reps for success. But without a sales tracker, you may be leaving your...
20+ must-have startup tools
Managing or creating a successful startup is no easy feat. A relatively small team needs to cover every aspect of the business – from social media to marketing,...
Close deals faster with these 15 real estate CRMs
You may have heard that the golden rule in the real estate industry is “location, location, location,” but what you may not realize is that behind the scenes, real...