Spreadsheets How to build CRM in Excel (Steps & Templates) If your company is outgrowing it's current system and you can't handle your leads effectively, here's how you can build a quick CRM in Excel with 6 easy steps + free templates inside.
Tips and Tricks The 8-Step Client Onboarding Checklist (with free templates) Managing clients as an agency or a firm? Here's your to the point 8-step client onboarding checklist to adopt and make your client onboarding process a breeze.
