Sales Pipeline
Using Your CRM to Generate and Track Referrals
How to build a referral engine inside your CRM that turns happy clients into a reliable source of new business.
Jonny Rowse 8 min read CRM strategy that works
Practical advice for small UK businesses. No jargon, no fluff.
Jonny Rowse 8 min read Data & Reporting
How to Use CRM Tags and Custom Fields Effectively
A practical guide to organising your CRM data with tags and custom fields so you can find, filter, and act on your contacts quickly.
David White 9 min read Data & Reporting
How to Segment Your Client Database for Better Results
A practical guide to segmenting your CRM contacts so you can send the right message to the right people at the right time.
David White 8 min read Sales Pipeline
Managing Multiple Sales Channels in One CRM
How to bring website enquiries, phone calls, social media leads, and referrals into one CRM without losing track of where each lead came from.
David White 9 min read Industry Tips
CRM Tips for Estate Agents and Letting Agencies
Practical CRM strategies for estate agents and letting agencies who need to track viewings, manage vendors, and convert valuations.
David White 9 min read