Most agency pipelines have too many stages and no rule for moving between them, so every deal sits wherever someone last dragged it. A working agency sales pipeline is four stages with one rule each. If you also generate leads for clients, you need a second pipeline, and that is the one agencies tend to … Read more
Your agency is good at the work and most of your clients came from someone who already knew you. That holds up until a quiet month arrives and you find out there is no second source of clients. Agency lead generation is how an agency wins its own clients, which is different from hiring a … Read more
Put Attio and HubSpot on a feature table and both seem to do everything. The useful question for a team of 1 to 10 is a different one. Who sets the thing up, and who keeps it tidy six months from now? Attio vs HubSpot comes down to build it or unlock it. Attio is … Read more
Pipedrive has four plans and no free plan. Lite is $14 per seat a month, Growth $39, Premium $59 and Ultimate $79, all billed annually, or $24, $49, $79 and $99 billed monthly. Five add-ons cost extra on Lite and Growth, and two of them are never included in any plan. Pipedrive Pricing Plans and … Read more
You finish a call, open the deal and hit a wall of required boxes before the CRM lets you save. So you tell yourself you’ll do it later, and by Friday the pipeline describes a week that never happened. CRM data entry is every field, note and stage change someone types to keep a deal … Read more
You want a small CRM that shows you what to do today without a week of setup. Fluid CRM and OnePageCRM are both built for that buyer, and they are closer to each other than either is to HubSpot or Salesforce. The difference is the screen you work from. Fluid CRM and OnePageCRM are both … Read more
You want a simple CRM, and both of these say they are one. Both have a single plan with every feature in it, and the prices are similar. So “simple” and “cheap” will not help you choose between them. Fluid CRM and Less Annoying CRM are both simple, one-plan CRMs. Less Annoying CRM is built … Read more
folk CRM has three plans. Standard is $30 per member a month, Premium is $60 and Enterprise starts at $100, or $24, $48 and $80 a month on annual billing. There is no free plan, only a 14-day trial, and deals, sequences, the API and Zapier start on Premium. folk CRM Pricing: Plans and Prices … Read more
You found a CRM with a free license, a clean interface and tens of thousands of GitHub stars. So the price looks like zero. Then somebody on your team has to keep a server alive, and that somebody is usually you. Twenty CRM is a strong open source CRM that is free to self-host, plus … Read more
You want to recommend a CRM to your audience and get paid for it. Then you open ten affiliate pages and find that “recurring” means 12 months on one, a customer’s whole lifetime on another and a single flat fee on a third. The best CRM affiliate programs in 2026 are Fluid CRM (50% for … Read more