Articles tagged "CRM (Customer Relationship Management)"

How to create a spreadsheet CRM with Google Sheets (with a free template)

Learn how to create a spreadsheet CRM using Google Sheets with our free template. Track client interactions and build a dashboard using our step-by-step guide.

Zoho vs. Salesforce: Which CRM is best? [2024]

If you're choosing between Salesforce and Zoho CRM, check out our guide to see which of these popular CRM solutions is the best choice for your unique needs.

Zendesk vs. Salesforce: Which CRM is best? [2024]

We compare Zendesk vs. Salesforce to show you how each of these CRMs stack up in pricing, features, quality, and overall value so you can pick the best one.

4 ways to automate Growbots with Zapier

As your business grows, your sales team doesn't have time for repetitive tasks like sending confirmation emails, updating databases, and keeping your team in the loop. Thankfully, you can use Zapier's Growbots integration to automate this busywork.

6 Salesforce automation ideas

To make the most of this business-critical app, make sure it connects with the other tools and systems used across your sales team and company with automation.

5 Keap automation ideas

Keap is passionate about keeping things personal—and they're really, really into automation. This means you can use their services to automatically deliver personalized messages while keeping the voice that makes you uniquely you.

6 ways to automate Pipedrive with Zapier

Set your sales processes on autopilot by connecting your business-critical apps to Pipedrive with Zapier's automated workflows.

ActiveCampaign vs. HubSpot: Which CRM platform is best for you? [2024]

Deciding between ActiveCampaign vs. HubSpot? We break down each CRM platform to show you which could be a better fit for you on a feature-by-feature basis.

The best CRMs for real estate in 2024

We break down the top CRMs for real estate. Boost your sales with tools designed for realtor success. Find the perfect match for your agency needs.

The best CRM software to manage your leads and customers in 2024

We put dozens of Salesforce alternatives through the wringer and came up with the 11 best CRM apps on the market.