CRM Insights
Articles on CRM, written by the same team that builds our own software - not third-party content licensed in to fill a page.
Sales
What your win-rate and cycle-time reports are really telling you
Reporting that reflects what genuinely happened, because it's built from the same board your team actually uses.
31 Aug 2026
Sales
Custom fields: shaping a CRM around how you actually sell
A pipeline that fits your sales process, rather than forcing your process to fit a fixed template.
29 Aug 2026
Sales
From lead capture to inbox, without leaving your CRM
A form that lands a real contact and a marketing email that tracks who actually opened it, both built into the same pipeline your deals already live in.
25 Aug 2026
Customer Relationships
Every customer, warmly remembered
Sticky notes, a notebook, a spreadsheet or three, and a memory doing its cheerful best - there's a lovelier way to hold onto every customer and what to do next for them.
18 Aug 2026
Sales
What actually keeps a sales pipeline up to date
A pipeline your team can see at a glance, and move a deal across in one action, is the one that actually gets used.
26 Jul 2026