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Excel spreadsheet with client data on a laptop screen

Free Excel CRM Templates, Tested (2026)

Four named templates, downloaded and used, not a listicle of download links. What each one actually gives you, and the point where every one of them stops working.

Free Excel CRM Templates, Tested (2026)

Four named templates, downloaded and used, not a listicle of download links. What each one actually gives you, and the point where every one of them stops working.

Calculator and notes on a desk - free CRM options and what free really costs

The Best Free CRM in 2026 (and What Free Really...

There are three kinds of free CRM, and each costs you something different: caps, maturity, or an afternoon of setup. Here is the honest trade behind each, and the option...

The Best Free CRM in 2026 (and What Free Really...

There are three kinds of free CRM, and each costs you something different: caps, maturity, or an afternoon of setup. Here is the honest trade behind each, and the option...

Old software licence documents on a desk - the perpetual CRM licence is disappearing

The Perpetual CRM License Is Dying: What to Do

Act! retired Act! Pro in 2023; Germany's cobra stopped selling ADRESS PLUS to new customers on 1 January 2026. The buy-once shelf is smaller, but it still exists.

The Perpetual CRM License Is Dying: What to Do

Act! retired Act! Pro in 2023; Germany's cobra stopped selling ADRESS PLUS to new customers on 1 January 2026. The buy-once shelf is smaller, but it still exists.

Spreadsheet open on a laptop next to notes - is Excel a good CRM, honestly?

Is Excel a Good CRM? An Honest Answer

Almost every answer to this question is written by someone selling a subscription. Here is the honest version: what Excel genuinely does worse, what it does better, and the four...

Is Excel a Good CRM? An Honest Answer

Almost every answer to this question is written by someone selling a subscription. Here is the honest version: what Excel genuinely does worse, what it does better, and the four...

Recruiter interviewing a candidate - solo recruiters run two lists at once

The Best CRM for Solo Recruiters: Two Lists

A solo recruiter runs two relationships at once: candidates and clients. You do not need an ATS built for a hiring team; you need two lists and a callback date.

The Best CRM for Solo Recruiters: Two Lists

A solo recruiter runs two relationships at once: candidates and clients. You do not need an ATS built for a hiring team; you need two lists and a callback date.

Consultant meeting a client across a table - consulting runs on memory, not pipelines

The Best CRM for Consultants and Coaches

Consulting runs on relationships that go quiet for months and then return. What a solo consultant actually needs is not a sales platform, but a reliable memory.

The Best CRM for Consultants and Coaches

Consulting runs on relationships that go quiet for months and then return. What a solo consultant actually needs is not a sales platform, but a reliable memory.