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 From missed follow-ups to scattered information, outdated methods make it harder to stay organized and close sales.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...
I still remember the early days of running my small business: juggling spreadsheets, sticky notes, and late-night follow-ups that somehow still slipped through the cracks. I thought I was organized… until I realized leads were going cold, customers weren’t getting replies, and deals were getting lost somewhere between my inbox and my memory. That’s when...
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...