Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small business owners. While there is no shortage of robust CRM (customer relationship ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Als je bedrijf groeit en klantrelaties zich ontwikkelen, is een Excel sheet al snel ontoereikend. Een Excelsheet zegt bijvoorbeeld niets over upsell-kansen of het juiste moment voor opvolging. Je zou ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

Unlock the power of organized customer data with our powerful and user-friendly free excel crm template. For small businesses, startups, and freelancers, managing customer relationships is the key to ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. CRM has become the largest enterprise software category in the ...