Blog: CRM and email
Practical playbooks, templates and checklists for sales teams in smaller companies. No hype, a measurable process.
Shared Inbox vs Assigning Enquiries: Which Works Better for a Small Sales Team?
A shared inbox catches enquiries quickly but leaves no one accountable. Strict assignment makes someone accountable but slows things down when that person is away. Here's how the two compare, and a hybrid model with ownership rules you can copy.
13 October 2026 · 9 min read CRM and emailShared Inbox Mistakes: Why Sales Enquiries Get Lost When No One Owns Them, and How to Fix It
An info@ inbox that everyone can see often ends up with nobody in charge of it. Here are the four most common shared inbox mistakes that lose sales enquiries, how to spot each one, and the ownership rules that fix them.
13 October 2026 · 9 min read CRM and emailHow to Manage Sales Enquiries: Spreadsheet vs CRM vs AI Assistant, Matched to Your Volume
Email, a spreadsheet, a CRM or an AI assistant: which one fits your enquiry volume and team size? See where each approach breaks, then run a quick self-check to choose.
12 October 2026 · 7 min read CRM and emailGmail for sales: how to set up labels, templates and an overview of open enquiries
How to turn Gmail into a workable sales tool: five labels for enquiry status, filters, reply templates and saved searches for open cases. And where self-service in email runs out.
9 October 2026 · 9 min read CRM and emailPipedrive follow-up: how to make sure every deal has a next step scheduled
In Pipedrive, a deal with no scheduled activity has been forgotten. This guide shows how to set up activities, stages and a weekly review so every deal has a next step. It also covers how to get reply drafts prepared for you.
6 October 2026 · 9 min read CRM and emailAI on top of your CRM: how to draft replies and quotes with human approval
The CRM stays your single record, while AI drafts replies and quotes on top of it. How to split the roles, set up approval and what to watch when connecting the two.
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