Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

Vtiger stands out as the only crm software provider offering both cloud and self-hosted options. With 5 million+ global downloads, Vtiger leads the CRM ecosystem, delivering enterprise-grade features.

Execution, not vision, is the real B2B commerce problem. Most initiatives fail when pricing, contracts, data and workflows ...

Mailchimp has grown from a basic newsletter tool into a platform that supports small businesses with email creation, subscriber management, forms, landing pages, automation, and reporting. Its ...

Learn how to evaluate, test, and roll out top-rated CRM software with a clear, practical framework that drives real ROI and ...

Every growth team wants the same thing. A steady flow of qualified conversations that turn into revenue without burning budget or brand trust. Yet the path to that outcome looks different for every ...

Professional auditing can turn narrative into evidence, lower the cost of capital and help protect both sides from ...

Jin Vaghela and Kish Patel discuss practice growth – and why it now depends more on foundations and workflows than ...

To reduce implementation friction, Cosmos offers a fixed-fee services package starting at $1,000 USD for standard ...

Agentic automation: Perhaps most significantly, conversational memory transforms AI from a transactional tool to a genuinely ...

The MCP server integration supports leading AI assistants, including Claude and ChatGPT, and provides SMBs a fast path to value by transforming CRM data into conversational insights--without requiring ...