Getting Started
What Is a CRM and Why Does Your Small Business Need One
A clear explanation of what CRM software is, how it works, and why small UK businesses should consider using one.
David White 5 min read Articles by David White
David White 5 min read Marketing Automation
Tracking Marketing ROI with Your CRM
How to use your CRM to measure which marketing channels actually bring in paying clients, so you can spend your budget where it works.
David White 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 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
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 Industry Tips
CRM Tips for Estate Agents and Letting Agencies
Practical CRM strategies for estate agents and letting agencies who need to track viewings, manage vendors, and convert valuations.
David White 9 min read