The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My Top 3 CRMs – Updated November 2024
Best For Sales
Pipedrive
Best For Start-ups
Close
Best For Small Business
Capsule
Read My ‘Best 10 CRMs’ Post >>>
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Writesonic Review: How to Write Faster and Better with AI
Writing is a skill that requires creativity, clarity, and consistency. But it can also be time-consuming, tedious, and frustrating. Whether you are a blogger, marketer, entrepreneur, or student, you…
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Introduction To Salesforce NPSP
Salesforce NPSP, or Non-Profit Success Pack, is a set of customized features and tools that help non-profit organizations manage their fundraising, programs, and operations on the Salesforce platform. NPSP…
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Freshdesk Contact Center Review
Freshdesk Contact Center: A Cloud-Based Solution for Omnichannel Customer Service If you are looking for a contact center software that can help you deliver seamless customer experiences across multiple…
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Data Loader vs. Dataloader.io
Salesforce Dataloader.io and Salesforce Data Loader are two tools that can help you import and export data from Salesforce. They have some similarities and some differences that you should…
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Freshsales Review 2023
Freshsales is a cloud-based CRM software that helps sales teams manage their leads, contacts, deals, and accounts. It is developed by Freshworks, a company that offers a suite of…
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Freshdesk Review 2023
A Powerful and Affordable Helpdesk Solution If you are looking for a helpdesk software that can help you manage your customer support tickets, streamline your workflows, and improve your…
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Freshamarketer Review
Freshmarketer is a marketing automation software that helps businesses create and execute personalized campaigns across multiple channels. It offers features such as email marketing, web push notifications, landing pages,…
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Review of Freshchat (2023)
Freshchat is a live chat and AI bot software that helps businesses engage with their customers on any channel. It is part of the Freshworks suite of products that…
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Review Of Freshservice 2023
Freshservice is a cloud-based IT service management (ITSM) solution that helps organizations manage their IT operations and provide support to their customers. Freshservice offers a range of features, such…
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My Review Of Cloud Task 2023
Introduction CloudTask is a B2B Sales Services Marketplace that connects businesses with qualified sales service providers. The platform aims to streamline the B2B sales process, ultimately leading to more…