CRM hygiene weekly routine: what to check every Friday
•9 min read
A practical 30-minute Friday checklist to keep your CRM clean, accurate, and useful without becoming a full-time data janitor.
Blog
Practical guides on CRM implementation, automation, and data management.
No-code CRM automation stack: when to use Zapier vs Make vs n8n
•9 min read
A practical comparison of the three major no-code automation platforms and when to use each for CRM workflows.
Pipedrive automation patterns that reduce admin work
•7 min read
Practical Pipedrive automation workflows that save hours per week and improve pipeline accuracy.
How to prevent duplicates during imports (with a simple workflow)
•8 min read
A step-by-step process to import data into your CRM without creating duplicate records that plague your database for years.
Attio CRM setup checklist: a practical first week plan
•6 min read
A step-by-step guide to setting up Attio CRM in your first week, from data model design to team onboarding.