365clientsStart free trialBlog & Guides
Practical guides, tips, and tutorials for small business owners and service pros. Learn how to set up your CRM, manage your pipeline, and use AI to grow your business.
Never miss a follow-up again. Here's how 365clients' Action Plans send the emails, texts and reminders for you — and how AI drafts help with the personal ones.
Stop entering contacts one by one. Here's how to get hundreds of contacts from a spreadsheet, Google or Outlook into 365clients in one CSV upload, and how to avoid the usual snags.
You got a CRM to grow your business. But if you're making these 5 common mistakes, it's just an expensive address book. Here's how to spot and fix each one.
Get your CRM set up and running in under 3 days. This guide walks you through importing contacts, working your pipeline, and setting up your first automated follow-up.
Stop chasing payments. Here's how to go from accepted estimate to paid invoice with less typing: automatic invoices, online card payments, recurring memberships, and exports for your accountant.
Stop juggling estimates, jobs and invoices in separate tools. Here's how 365clients connects the whole workflow, from the first call to the paid invoice, so nothing gets typed twice.
Stop chasing every lead equally. Here's how to decide who to call first — and how 365clients' AI lead score, filters and sorting help you do it every morning.
Your pipeline stages are the backbone of your sales process. Here's how to set them up for your type of business, with examples from five industries, and how to edit them in 365clients.