About This Guide

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses.

Things change. That’s good: business is growing and you have more people than ever to keep track of. You need a CRM—a Customer Relationship Management app—to help you keep track of everyone.

First, though, you need to learn a bit about CRMs. That's where this guide comes in.

This guide will teach you what CRMs are for, and will walk you through the best features of dozens of the most popular CRM apps. It'll then help you find ways to put a CRM to use in your business with tips from other teams and Zapier automations to simplify your work.

Who Is This Guide For?

Everyone. No, really. If you've ever used an address book to store names and addresses, you need to learn how a CRM can help you get more out of your contacts. If you've used a CRM but need a better one, you need to look through our roundup of the best CRMs and perhaps find one that can automate your marketing. And if you already have a CRM, you need to find more ways to automate your CRM and integrate it into your work.


Table of Contents

  1. The Beginner's Guide to CRM: Customer Relationship Management
  2. The 25 Best CRM Apps for Every Business
  3. Go All-In-One: 10 CRMs with Awesome Marketing Automation Features
  4. How to Pick the Best CRM, Put it to Work and Automate Your Data Entry
  5. The Ultimate Guide to CRM Automation

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Credits

Written by Matthew Guay. Edited by Danny Schreiber.
Cover art by Stephanie Briones.

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