Articles tagged "CRM (Customer Relationship Management)"

How to use Trello as a CRM

Using Trello as a CRM can simplify your sales processes—here's how.

How to connect Jotform to Salesforce and automatically send leads to your CRM

Your Customer Relationship Management (CRM) tool is your business's source of truth, so the information you store needs to be accurate and up-to-date. Let automation help.

How to automatically add Shopify customers to Salesforce

Maintaining a relationship with your customers often means spending a lot of time and energy after making that initial sale. Connecting Shopify to Salesforce can help you build a loyal customer base for your business.

Notion CRM template: How to turn Notion into your CRM

As a freelancer, I really just need something to track leads and store client information. That's why I use my favorite tool—Notion—as my CRM. 

Edit, convert, and parse PDF files with PDF.co

PDF files are useful for preserving document formatting, and that's where the user-friendliness ends. Learn how to use PDF.co and Zapier to parse PDF files.

Connect NoCRM.io to Slack for immediate clarity on deals

NoCRM.io is a new kind of CRM software was born out of "the frustration of traditional CRM solutions that slowed down salespeople and were often designed for marketers instead of salespeople.”

Reward your loyal customers with PassKit Membership

Want to offer a customer loyalty program but need help figuring out where to start? It's easier than you think. You can automatically issue digital membership cards to customers who want them using Passkit, Shopify, and Zapier.

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

Comparing HubSpot vs. Zoho, we found that HubSpot predictably has more features, while Zoho's stripped-down offering is more affordable.

6 ways to automate Streak with Zapier

If you're already a fan of Streak, then efficiency is probably the name of your game. Discover how Streak automation can make your inbox an even more powerful tool.

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

I've spent time in all sorts of CRMs, but for this article, I went back into Zoho and Pipedrive to help you figure out which one will fit your business best. Here's what I found.