CRM, AI & Automation Blog

Find CRM tips, free tools, templates, and small-business tech posts in one place.

Productivity Blog

Tools hub

Open one of the blog's tools.


Practical CRM, AI & Automation Resources

The latest posts from the blog.

Page 5 of 10
crm no signup required

Glyde CRM

Glyde is a CRM that lives and breathes in your browser. Private, secure and yours without having to sign up or pay a penny.

Read article
Building SQL queries one block at a time.

SuiteCRM Logic Hook Generator

Need custom SuiteCRM logic hooks built for you? Get expert help creating upgrade-safe PHP hooks to automate tasks, integrate apps, and fix issues.

Read article
CRM Readiness Checker

CRM Readiness Calculator

Answer a few questions to get your CRM Readiness Score, hosting path, budget fit, and a tailored checklist.

Read article
Illustration showing a ticket being created from an e-mail.

Create A Ticket From Your Email!

Learn how to turn every help email into a tracked CRM ticket with a simple Power Automate flow. No plugins, no lock-in, just a clean, CRM-agnostic automation blueprint.

Read article
AI Token Credit Calculator

AI Builder Credit Calculator

Use our AI Builder Credit Calculator to see if your monthly credits cover document processing. Estimate pages, compare plans, and size add-ons with Microsoft Power Automate.

Read article
Use Power Automate With CRM

Power Automate and Your CRM

Use Power Automate to streamline your CRM. Auto-create tickets, score and route leads, sync data, and run approvals with low-code flows that save hours weekly.

Read article
Lead Scoring Software Free

Free Lead Scorer - No Subscription Required!

Score leads fast with Super Easy CRM's free lead scoring tool. Upload your list, set rules, and find hot prospects to close more deals in less time.

Read article
CRM Templates

The Best CRM Template

Using a CRM template in Google Sheets? Here’s how to manage leads, tickets, and projects like a pro—without the cost or clutter of traditional software.

Read article
CRM For Life Coaches

Discovery Call Template For Coaches

Struggling to run smooth discovery calls? Get a free worksheet, intake template, and see why Super Easy CRM is perfect for life coaches ready to scale.

Read article
Performin maintenance on CRM

CRM Maintenance Plan

Keep your CRM clean and productive. Learn how to prevent clutter, fix bad data, and reduce costs with a smart, platform-agnostic maintenance plan.

Read article