I’ve been in sales long enough to know that leads can disappear fast. I used to spend way too much time just figuring out who to follow up with next or wondering if someone else on the team had already reached out. Sounds familiar? That’s when finding the right lead management software changed everything for...
Still relying on spreadsheets to manage your contacts? You’re not alone—but it’s costing you time, deals, and opportunities. From missed follow-ups to scattered information, outdated methods make it harder to stay organized and close sales. That’s why more businesses are upgrading to smarter, more efficient tools. With the CRM market projected to reach $145.6 billion...
Choosing the best CRM for small businesses can feel overwhelming, especially when you’re working on lead generation, follow-ups, customer service, and day-to-day operations with a small team. I’ve been there. Over the years, I’ve tested and used a range of CRMs—some that overpromised, and a few that truly delivered. In this blog, I’ll walk you...
Do you spend nearly half your workweek buried in paperwork instead of helping clients? I’ve seen this first-hand working alongside financial advisors, and it’s frustrating. A recent J.D. Power study found that about 28% of advisors don’t have enough time for clients because they spend 41% more time on compliance and admin tasks than their...
As someone who’s tested dozens of tools over the years, I can confidently say that free CRM software has come a long way. In 2025, you don’t need to spend big to access powerful features like contact management, sales tracking, workflow automation, and even marketing tools. In this curated list, I’ve handpicked 7 standout CRM...