Omar Abdalla 
A buyer signed your NDA three weeks ago, got the CIM and has not heard from you since. Meanwhile the seller wants an update on Friday. Every listing has a seller side and a buyer side, and most CRMs only show you one of them. This list covers broker platforms and Fluid CRM, with what … Read more
Put any small-team CRM through the standard ROI formula and you get several hundred percent or more. The math is right, but the subscription is so small next to one B2B deal that the number tells you almost nothing. What matters is how many deals the CRM must save to pay for itself, and whether … Read more
Lightfield promises a CRM you never have to type into. Every email, meeting and Slack thread turns into CRM data on its own, and agents draft the follow-up for you. The promise holds up, so this review covers what it costs and which teams it fits. Lightfield CRM fills itself in from your email, calendar … Read more
Your CPA firm already owns software for doing the work. What it usually lacks is a place for the work it hasn’t won yet, and tax season is when those prospects get dropped. Fluid CRM and six other tools below are sorted by the job each one does. The best CRM for CPA firms is … Read more
Most CRM lists for manufacturers open with ERP integration. A small manufacturer or distributor usually loses money somewhere simpler, in quotes nobody chased and dealer accounts that stopped reordering without anyone noticing. Those quotes die on the days nobody opens the board, and that is the problem Fluid CRM and the five tools below are … Read more
Most small sales teams buy a CRM built for a company with an admin, then nobody keeps it current and deals die on the days nobody opens it. This list judges each tool on what a team of 3 to 15 reps with no sales ops person needs, and prices it for 5 and 10 … Read more
A new inquiry comes in on Tuesday afternoon. Two people each think the other one replied, and by Friday the prospect has booked a call with someone else. That is a lead tracking problem, and most tools sold to fix it were built to track deals instead. The best lead tracking software for a small … Read more
You own a managed service provider (MSP) and sell new contracts between escalations. Prospects sit in your inbox and a spreadsheet, and the opportunities screen in your PSA hasn’t been opened since spring. Most MSPs don’t need a second big platform, just a sales pipeline for prospects, with clients moving to the PSA once they … Read more
Creative agencies rarely lose work to a rival studio. They lose it in the weeks when everyone is busy making the last project and nobody touches the pipeline. Then the project ships and there is nothing booked behind it. The best CRM for creative agencies depends on how you win work. Fluid CRM ($16 per … Read more
You worked out your close rate, someone quotes 21% as the B2B average and you still can’t tell if your number is good. The answer depends on what you counted. For a small team it also depends on how few deals the number is based on. Close rate is won deals divided by every deal … Read more