Guides by topic
Guides on sales and CRM
Choosing a CRM, setting up pipeline stages, leaving spreadsheets behind, and what a CRM costs a team of ten to twenty-five.
8 guides and 1 free template, each working in any tool.
Guides
- A help desk and a CRM in one tool: what a team of 10 to 25 gainsWhen a team of 10 to 25 should run support and sales from one customer record, what it gains and gives up, and what to check before choosing a tool. 7 minute read.
- How to move from spreadsheets to a CRMMove a team’s customer spreadsheets into a CRM in a week: clean the file, choose the columns, import, check duplicates, and stop editing the old sheet. 8 minute read.
- What a 15-person team should budget for a CRM, a help desk and a phone systemA 15-person team’s monthly bill for a CRM, a help desk and a phone at Zoho, Freshworks and Pipedrive, read October 26, 2026, and how to budget your own. 8 minute read.
- How to choose a CRM with a built-in phone for a small businessThree ways to join calls and customer records, the questions that decide it, and what calling with a phone menu costs five people at five vendors. 9 minute read.
- How to set up sales pipeline stages for a small teamName each stage after what the customer has done, give it an exit rule and a chance of winning, and review the pipeline in 15 minutes a week. 9 minute read.
- HubSpot alternatives for small teams: how to chooseHow to price HubSpot alternatives fairly for a small team: what five people would pay at Zoho, Freshworks, Pipedrive and Zendesk, and how to move. 9 minute read.
- What a CRM costs a team of tenWhat ten users pay at HubSpot, Pipedrive, Freshsales and Zoho CRM, the costs a pricing page leaves out, and a year’s budget worked out line by line. 8 minute read.
- How to choose a CRM for a small teamChoose a CRM from your team’s real week, not a feature list: the questions that separate tools for 10 to 25 people, and a worked scoring example. 7 minute read.
Free templates
- The small-team CRM buying checklistA free, printable checklist of 36 questions for choosing a CRM for 10 to 25 people, with a simple scoring method and a worked example.
Beside these guides
- Sales in ContactRollContacts, companies, deals and one timeline.
- CSV contact cleanerTidy a contact list before importing it.
- A CRM for a small businessUse case.
- ContactRoll compared with other CRMsEvery comparison, priced from vendors’ own pages.