Sales & CRM

How to create a captivating product catalog database that sells?

Tips and Tricks

How to create a captivating product catalog database that sells?

Managing a retail business, a traditional manufacturing outfit, a marketing agency or an online e-commerce store, you need a product catalog to showcase your services or products to the right stakeholders. Learn how you can build a custom product catalog in less than 10 minutes.

How to create a custom CRM for your business from scratch?

How to create a custom CRM for your business from scratch?

Learn step by step on how to build a custom sales CRM for your business, regardless of your function or industry. Completely no-code.

How to build CRM in Excel (Steps & Templates)

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.

The 8-Step Client Onboarding Checklist (with free templates)

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.