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-startedsetuptutorial7 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, working your pipeline, and setting up your first automated follow-up.

Manny Del Rio·Jun 20, 2026

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pipelinedealssetup8 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 set them up for your type of business, with examples from five industries, and how to edit them in 365clients.

Manny Del Rio·Jun 20, 2026