I created a few wireframes for a new project. Going to convert them into HTML next - but before that, I'm hoping I can get some designers on Twitter to roast this and give me feedback. I've uploaded the PDF to Google Drive - so, do click the image below

This article is the last in the 3 part series on Google Sheets CRM templates. In the first article we looked at how we can start to create a Google Sheets CRM template, and in the second article we looked at how we customize the CRM by finishing the settings,

In this article we are going to first look at the top free google sheet templates for you to use right away. While selecting the Google Sheet CRM template, we reviewed them based on their contact management, their sales pipeline, and customer and account management capabilities. The main benefits of

When you want to integrate Salesforce into your own projects, you can use the Saleforce API's to send and receive data between Salesforce and your own project. This "invalid_grant" and "invalid authorization code" usually occurs while you are trying to generate the access token - and in the blog,

In the article we are going to look at the top CRM softwares for financial advisors. If you look at what the sales lifecycle pipeline looks like for a financial advisor doing B2B sales - it could go from lead management, to having an appointment scheduled with qualified leads, to

In the article we are going to look at the top CRM softwares for insurance brokers and insurance agents. A good CRM software will help you organize and manage your leads, and convert them into customers. It will also give you more insights into sales pipelines, and help you keep

In this comparison article we are going to look at the main differences between ActiveCampaign for Sales and Salesforce's CRM software, compare the features, the prices for each, and which is a better option for a startup, a small business, and an enterprise. ActiveCampaign for Sales Salesforce All in one