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 7 of 10
CRM and Project Management by Super Easy CRM

CRM and Project Management

Get the best of both worlds with Super Easy. Combine CRM and Project Management to improve your organization's efficiency today!

Read article
Google Sheets CRM.

The BEST Google Sheets CRM

Sheets CRM: The easiest Google Sheets CRM for contact management, lead tracking & invoicing. No subscriptions, no hassle—just a simple, one-time purchase!

Read article
Visualization of cost companies pay to acquire new customers

Customer Acquisition Cost Calculator

Figure out exactly how much it costs to bring new business with my simple customer acquisition cost calculator.

Read article
CLV Calculator

CLV Calculator

Free Customer Lifetime Value (CLV) calculator to help you understand your customers' worth and maximize profits. Simple, quick, and built for business growth.

Read article
CRM vs Excel vs Access

Excel vs Access vs CRM - Which is best for my business?

Which is better for you, CRM, Access, or Excel? Find out now!

Read article
The UI of a Client Database Management Application

What Is Client Database Software and Why Do I Need It?

Have you outgrown your spreadsheets and need a better way to serve your clients? Learn all about client database software for small business here.

Read article
People using productivity tools.

What Productivity Tool Do I Need? The Quiz

Figure out the productivity tool you need by taking this fun and interactive quiz for your business.

Read article
SuiteCRM Self Hosted Solution

Suite CRM Review: The Best Open Source CRM

Here is my 180 day review of the best open source CRM on the market, Suite CRM.

Read article
Getting ready for your CRM

The Ultimate CRM Requirements Gathering Template

Don't go shopping for a new CRM system without the ultimate CRM requirements gathering template. Leave nothing to chance!

Read article
Planning a CRM Migration or Implementation

The Ultimate CRM Checklist

If you're shopping for an easy CRM don't start searcing without this comprehensive CRM checklist guaranteed to make things super easy

Read article