Blog & Guides

The 365clients Blog

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.

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getting-startedsetuptutorial8 min read

Your First 72 Hours in 365clients: The Quick-Start Guide

Get your CRM set up and running in under 3 days. This guide walks you through importing contacts, building your pipeline, and landing your first AI-powered follow-up.

Manny Del Rio·Jun 20, 2026

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pipelinedealssetup10 min read

Build a Sales Pipeline That Actually Works (Niche by Niche)

Your pipeline stages are the backbone of your sales process. Here's how to configure them for your specific business type — with real examples from 12+ industries.

Manny Del Rio·Jun 20, 2026