Even if you dont want to start with a template, I encourage checking out the library just to get some inspiration for your ...

monday CRM is a highly customizable platform that’s easy to get started on, thanks to its simple, intuitive interface and shallow learning curve. Its pre-made CRM templates save you from having ...

For this reason, one organization’s CRM RFP can look dramatically different than another’s. Issuing a Request for Proposal (RFP) for a software acquisition project is an excellent way to objectively ...

The CRM template includes: Contacts and organisation directory; Tasks management; Notes and file attachments; Reporting and filtered views; Organisations can adjust views, add or remove fields, set up ...

HubSpot CRM: Best overall free CRM. Image: HubSpot. Overall rating: 4.74/5 Pricing: 4.38/5 General features: 4.98/5 Ease of use: 5/5 Support: 4.88/5 Expert score: 4.69/5 HubSpot’s free CRM ...

Microsoft is hoping to differentiate its Dynamics CRM (customer relationship management) software from the likes of Salesforce.com with a new set of 18 industry templates that fit the application ...

The next stop on our Journey to CRM Success (see the complete series so far: Spenser Segal on CRM Success) is templates, checklists, and workflows. This is where you begin to deepen the impact of CRM.

Microsoft is hoping to differentiate its Dynamics CRM (customer relationship management) software from the likes of Salesforce.com with a new set of 18 industry templates that fit the application ...