Industry Tips
CRM Tips for Recruitment Agencies
Practical CRM strategies for recruitment agencies to manage candidates, clients, placements, and talent pools more effectively.
Gareth Clubb 8 min read CRM strategy that works
Practical advice for small UK businesses. No jargon, no fluff.
Gareth Clubb 8 min read Client Retention
Setting Up Automated Birthday and Anniversary Messages in Your CRM
How to use your CRM to send personalised birthday and anniversary messages that strengthen client relationships without adding to your workload.
David White 8 min read Client Retention
How to Win Back Lost Clients with Your CRM
Learn how to use your CRM to identify lapsed clients, segment them by reason for leaving, and run targeted win-back campaigns.
Gareth Clubb 8 min read Getting Started
CRM Integrations That Save Small Businesses Time
The most useful CRM integrations for small businesses, from email and calendars to accounting and marketing tools, and how to set them up without the headaches.
David White 11 min read Data & Reporting
CRM Security: Keeping Your Client Data Safe
A practical guide to CRM data security for small UK businesses, covering GDPR, access controls, backups, and breach response.
Gareth Clubb 8 min read Sales Pipeline
Using Your CRM to Generate and Track Referrals
How to build a referral engine inside your CRM that turns happy clients into a reliable source of new business.
Jonny Rowse 8 min read Data & Reporting
How to Use CRM Tags and Custom Fields Effectively
A practical guide to organising your CRM data with tags and custom fields so you can find, filter, and act on your contacts quickly.
David White 9 min read Data & Reporting
How to Segment Your Client Database for Better Results
A practical guide to segmenting your CRM contacts so you can send the right message to the right people at the right time.
David White 8 min read Sales Pipeline
Managing Multiple Sales Channels in One CRM
How to bring website enquiries, phone calls, social media leads, and referrals into one CRM without losing track of where each lead came from.
David White 9 min read