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 Start here
New to CRM? Follow this reading path from the basics through to automation. Each section builds on the last, so you can learn at your own pace.
1
Understanding CRM
Before you choose a tool or change a process, it helps to understand what a CRM actually does and why it matters for a small business.
2
Getting set up
Ready to take the plunge? These guides walk you through choosing the right system, configuring it properly, and migrating your existing data.
Getting Started
How to Choose the Right CRM for Your Business
A practical guide to evaluating and choosing a CRM that fits your small business, covering features, pricing, and common pitfalls.
David White 5 min read Getting Started
Setting Up Your CRM: A Step by Step Guide
A practical, jargon-free guide to setting up your CRM from scratch, designed for small UK businesses.
David White 5 min read Getting Started
How to Move From Spreadsheets to a CRM
A practical guide to migrating from spreadsheets to a CRM, with steps to move your client data without losing anything important.
David White 7 min read 3
Growing with your CRM
Once you are up and running, these articles help you build a proper sales pipeline and keep the clients you have already won.
Sales Pipeline
How to Build a Sales Pipeline That Actually Works
Learn how to create a practical sales pipeline for your small business using your CRM, with stages that match how you actually sell.
David White 5 min read Client Retention
Why Client Retention Matters More Than Acquisition
Discover why keeping existing clients is more profitable than finding new ones, and how your CRM can help you retain more business.
David White 5 min read Business Growth
Scaling Your Business Without Losing the Personal Touch
How to grow your business while keeping the personal relationships that won you clients in the first place.
Jonny Rowse 5 min read 4
Going deeper
When you are comfortable with the basics, automation and reporting will help you save time and make better decisions.
Marketing Automation
Email Sequences Every Small Business Should Set Up
Four essential email sequences that every small business should automate in their CRM to nurture leads and retain clients.
Jonny Rowse 5 min read Data & Reporting
CRM Reports Every Small Business Should Run Monthly
Seven essential CRM reports that give small businesses a clear picture of their pipeline health, client relationships, and revenue trends.
David White 5 min read Ready to dive in? Browse all articles on the homepage.