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How to Build a CRM in Excel

If you have ever used an Excel spreadsheet, you probably already know how to build a CRM. However, you may be wondering how to do it. While the basics are straightforward, Excel CRM is missing some important features, including space…

The Best CRM For Mortgage Brokers

If you’re looking for a CRM specifically designed for the mortgage industry, here are three options to consider: Streak, BNTouch, and Surefire. Which of these options is best for your business? After reading these reviews, you’re well on your way…

5 Reasons to Use a CRM

CRMs can be used to import data from different sources and help businesses work together. Without a CRM, a business’s view of its business may be distorted by fragmented data. The CRM can provide a holistic view of the business.…

CRM For Mortgage Brokers

A CRM for mortgage brokers is a powerful tool to manage client relationships. You may use a spreadsheet and email until your admin becomes too much and your business starts growing. And you might not even own your data. Besides,…

How to Build a CRM System in Excel

To build a CRM system in Excel, there are several steps that you can take. Here are four: Create a Sales funnel, Contact log, Insights sheet, and Automated data transfer. When you create your CRM system in Excel, you can…

How Much Does a CRM System Cost?

Considering a CRM system upgrade? If so, how much will it cost? This article will take a look at the average price of a custom-built CRM system, middle-tier CRM plans, and Pipeline CRM. The cost of a CRM system can…

What Does Operational CRM Typically Support?

An operational CRM system is one that is used by employees of a company to automate routine tasks and limit manual work. It allows a company to target a specific audience that is likely to ask questions. Marketing automation programs…

How to Use Microsoft Outlook As a CRM

If you want to manage your clients and your team more effectively, you can use Microsoft Outlook as a CRM. Its features include private events and meetings, and it even has the option to set features like “read-only” for your…

What is SugarCRM?

If you’re looking for a customer relationship management software, then SugarCRM may be what you need. Sugar is a software company based in Silicon Valley that produces an on-premises web application. Here’s a closer look at how Sugar works. Read…

ERP CRM Integration Benefits

Getting your ERP and CRM systems integrated can help you streamline business processes. End-to-end visibility of business processes, from client phone numbers to marketing campaigns, is possible. Additionally, you can compare the amount of raw materials you have on hand…