Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

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Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Looking for a white-label CRM solution? Explore our list and find out which platform offers the best features and customization options. White label CRM tools are a type of customer relations ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...