Strategy
How to Run a Mid-Year CRM Health Check
A mid-year CRM health check for UK small businesses: nine checks across data, pipeline, automation, and reporting that fix problems before they compound.
Zubair Hasan 10 min read Search articles
Find practical CRM advice for your business.
Zubair Hasan 10 min read Business Growth
How to Use Your CRM to Manage Brand Deals and Creator Collaborations
How creators and small brands can use a CRM to track brand deals, sponsorships, ASA disclosure rules, payments, and creator collaborations end to end.
David White 9 min read Industry Tips
CRM Tips for Charities and Non-Profits
Practical CRM tips for UK charities and non-profits covering donor retention, Gift Aid tracking, fundraising compliance, GDPR, and supporter communications.
Gareth Clubb 9 min read Team & People
Using Your CRM for Team Collaboration: How to Stop the Status Meeting
CRM team collaboration done right means shared records, clear ownership, and fewer status meetings. Here is how to set yours up so the team actually uses it.
Jonny Rowse 8 min read Industry Tips
CRM Tips for Build-to-Rent Operators
How UK build-to-rent operators can use a CRM to manage waitlists, viewings, applications, renewals and resident communications across schemes.
David White 8 min read Tools & Tech
How to Integrate Your Calendar With Your CRM (And Reclaim Your Scheduling Time)
How to integrate your calendar with your CRM so meetings, reminders, and follow-ups land in one place. Practical setup steps for small UK businesses.
Gareth Clubb 11 min read Client Retention
How to Automate Customer Success Check-ins with Your CRM
A practical playbook for automating customer success check-ins with your CRM. Set cadences by client tier, script replies, and spot churn risk early.
Zubair Hasan 8 min read Team & People
Your First 90 Days as a CRM Admin: What to Build, Clean, and Automate
A practical 90 day plan for a new CRM admin: what to audit in month one, clean and segment in month two, and automate in month three.
Jonny Rowse 10 min read Data & Reporting
CRM and GDPR: A Compliance Checklist for UK Small Businesses
A practical GDPR compliance checklist for small UK businesses using a CRM. Lawful basis, retention, subject rights, and what the ICO actually expects.
David White 9 min read No articles found. Try a different search term.