CRM vs Spreadsheet: When a Small Business Should Actually Switch
A spreadsheet is a legitimate CRM for a while. Here are the four specific failures that mean it has stopped being one, and what changes…
6 min read
Articles and shortlists
Research, shortlists and explainers across every category we cover.
Does a One-Person Business Need a CRM?
A CRM is shared memory, and a business of one already has that. Here is the threshold where it stops being true, and what to use before you…
6 min read
How Long CRM Setup Actually Takes
Getting a CRM running takes an afternoon. Getting it to reflect how you work takes weeks. Knowing which is which is how small businesses…
6 min read
The Best CRM for a Small Business With Nobody to Manage It
Most CRM shortlists rank on features. If nobody in your business will administer it, the right axis is setup effort and upkeep. Five…
9 min read
The Best Free CRM for a Small Business
Free CRM plans cap users, records or capability - and which ceiling you hit first decides the right one. Current limits from each vendor…
6 min read
The Simplest CRM for a Small Business, and What "Simple" Really Means
Vendors use "simple" for three different things, and only one of them matters when nobody administers your CRM. How to tell them apart…
6 min read
What a CRM Really Costs a Small Business
The subscription is the smallest line. Setup hours, upkeep, per-seat creep and tier jumps make up the rest - with real numbers you can…
6 min read
What Maintaining a CRM Actually Involves
Nobody budgets for CRM upkeep because nobody says what it is. Here is the actual weekly, monthly and quarterly work, sized for a business…
6 min read
What to Actually Put in Your CRM
A useful CRM record is four things. Every field beyond them is a tax someone pays forever - and in a business with no admin, that someone…
6 min read
Why Small Business CRM Projects Fail
CRMs rarely fail on features. They die when the data stops being trusted - a process with a predictable timeline and a small number of…
6 min read
FreshBooks Alternatives Worth Considering
Leaving FreshBooks over price, the five-client cap, or needing more than invoicing? The right alternative depends on which. Current pricing…
5 min read
The Best Invoicing Software for Freelancers
Free options cover most freelancers completely. Here is which invoicing software suits which kind of freelance business, with current…
8 min read