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

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 ...

SharpSpring stands out as a versatile platform that combines advanced marketing automation capabilities with a built-in CRM. Its flat-rate pricing model makes it an attractive option for businesses ...

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 ...

Using the right tool for the job can make life a lot easier, and fundraising is already hard enough without having to push that boulder uphill. Customer relationship management (CRM) software isn’t ...

Brivity CRM is designed specifically for real estate agents and teams, providing a wide array of features including lead management, transaction coordination, and marketing automation. It integrates ...