Search Results

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

What software is Small Business using in 2024? Learn what software you should use for Any size teams.

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

Best Small Business CRM in 2024? Notion vs Airtable vs Copper vs Pipedrive vs Folk Video posted on Jan 10, 2024 -

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The Best CRM Software (Copper vs Pipedrive vs Hubspot vs Salesforce vs Airtable) Video posted on Nov 17, 2022 -

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

The CRM for small + medium teams (200 or less) that are using Microsoft 365. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

Monday Review 2024 (Project Management): Is Monday worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Gelt Review 2024 (Accounting): Is Gelt worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Brex Review 2024 (Expense Management): Is Brex worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

Intercom Review 2024 (Help Desk & Chat): Is Intercom worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

DocuSign Review 2024 (Proposal & eSignature): Is DocuSign worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

On this episode of Analysis Paralysis, I am talking to David Zisner. He was an electrical engineer that worked at Intel for 15 years doing assembly line automations. He is now consulting and doing automation for small to medium size businesses.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

The CRM for small + medium teams (200 or less) that use Google Workspace. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The CRM for heavy call & sms—focused small and mid-size sales teams

Expensify Review 2024 (Expense Management): Is Expensify worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

folk Review 2024 (CRM): Is folk worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Aircall Review 2024 (VoIP): Is Aircall worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Notion Review 2024 (Knowledge Base): Is Notion worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Novo Review 2024 (Banking): Is Novo worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

The CRM for enterprise teams (1,000+) with highly complex processes. folk is a simple yet powerful spreadsheet-like CRM for individuals.

A Voice Over IP business phone solution for small and medium teams. The CRM for heavy call & sms—focused small and mid-size sales teams

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. folk is a simple yet powerful spreadsheet-like CRM for individuals.

Zapier Review 2024 (Automation): Is Zapier worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

folk is a simple yet powerful spreadsheet-like CRM for individuals. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for enterprise teams (1,000+) with highly complex processes. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

A spend management (virtual credit card) platform for venture-backed startups and large teams. They also have a barebones checking account product called Brex Cash. The spend management platform for small and mid-size teams (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement).

The CRM for enterprise teams (1,000+) with highly complex processes. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

Copper Discount Code - Free Crash Course ($1,200 Value) + Bonus Offer—no strings attached, just sign up through us and lock in any future Copper courses for free.

Airtable Review 2024 (Database): Is Airtable worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

folk Discount Code - 10% Off Annual—no strings attached, just sign up through us and lock in any future folk courses for free.

The CRM for small + medium teams (200 or less) that use Google Workspace. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for enterprise teams (1,000+) with highly complex processes.

Whether you're looking to connect a lengthy application form or a simple website inquiry form to Copper, here are 3 tips that can help you save some time.

The modern business bank built for teams of all sizes. What if you could actually enjoy your bank? With Mercury, you will. A spend management (virtual credit card) platform for venture-backed startups and large teams. They also have a barebones checking account product called Brex Cash.

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

The CRM for enterprise teams (1,000+) with highly complex processes. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

There are dozens of hours that can be saved by integrating software.

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

Google Calendar Review 2024 (Calendar): Is Google Calendar worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The CRM for small + medium teams (200 or less) that use Google Workspace. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The CRM for small + medium teams (200 or less) that use Google Workspace. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.