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

It’s 11 p.m. on a weeknight. You’re at your desk researching customer relationship management (CRM) solutions for the third time this month. Your sales team is growing, customer information is ...

How many times have you invested in a CRM, only to abandon it a few months later? You’re not alone. Most mortgage pros give up because they skip one crucial step: having a clear plan. Here’s how to ...

A new CRM is one of the biggest purchases any dealership can make. And like any big purchase, it’s not easy. It takes time, effort and resources to decide which system is the best fit for you. So once ...

Why We Chose Freshsales as the Best CRM for Sales Managers Freshsales includes all the core CRM features businesses need to manage and support customer relationships, including contact, account and ...

Brivity CRM is designed specifically for real estate agents and teams, providing a wide array of features including lead ...

Chime CRM is designed specifically for the real estate industry, providing a robust set of tools for managing leads, ...