How to Set Up a Simple CRM for a Small Business
Move your customers out of spreadsheets: how to set up a simple CRM for a small business, from choosing a free plan to importing contacts.
CRM & Email Marketing
Guides for keeping track of customers and staying in touch with them. Learn how to move contacts out of spreadsheets into a simple CRM, build a basic sales pipeline, and send newsletters to people who actually signed up. We cover tools such as HubSpot, Zoho CRM, Pipedrive, Mailchimp, Kit and MailerLite. Where email marketing rules apply, we link to the official guidance instead of interpreting the law. Start here: our simple CRM setup guide.