Explore Teamopipe articles about CRM Guides and Best Practices. Practical CRM guides and tips for freelancers and small teams.
Most CRM reporting is built for a VP of Sales with forty reps. A founder or three-person agency needs five reports and fifteen minutes a week. Here is which five, how to read them, and what they cost in Gmail CRMs.
Streak has no Download CSV button. It exports to Google Sheets, and from there a CSV is one menu away. Here is the full route, from export to cleaning, import and cancelling, plus what the export leaves behind.
A Google Sheet is often the right CRM for your first year of selling. Here is a layout that lasts, three formulas that extend its life, the three points where it breaks, and how to move out in about 20 minutes.
Most small agencies don't lose deals to competitors. They lose them to silence after the proposal. Here is a four-email follow-up cadence, the five fields worth tracking, and how to run it inside Gmail.
The CRM is rarely the problem for a small team. The hand-offs between tools are. Here are seven Zapier automations worth building around a Gmail CRM, each with its trigger, action, why it matters and the gotcha.
Most quotes are not lost to a competitor. They are lost to silence. Here is a three-touch follow-up cadence, copy-ready templates for service businesses, events and contractors, and two ways to track every open quote in Gmail.
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