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

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

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, ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. So you want to get a "free" CRM application and you want to know ...

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small business owners. While there is no shortage of robust CRM (customer relationship ...

The best free CRM software makes it simple and easy to manage your sales and customer relationships, all without having to pay for a subscription. Many of the best CRM software providers offer a free ...

The best low-cost CRM tools for small businesses centralize sales information and processes for efficient, authentic relationship building. Using a CRM as your customer relationship management hub, ...