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The best pipeline management software in 2025

The Zapier Blog

As anyone who's ever seen a cartoon plumber knows, the best pipeline management tool is a monkey wrench. But if you want to know the best sales pipeline management tool, unfortunately, you should probably read the next several thousand words of in-depth software analysis.

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Visual workflows: The ultimate guide, with examples and tools

The Zapier Blog

Visualize, plan, and automate business-critical processes Try Zapier Canvas That's the entire premise of a visual workflow. Standardize processes: This is the core of business process management (BPM). They're highly versatile and apply across many business functions—often unexpectedly—to prevent operational meltdowns.

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What is Zoho? And why does it have a zillion apps? 

The Zapier Blog

It offers business and productivity tools that run the gamut from sales and marketing to finance and legal to IT and analytics. Zoho offers some of its apps for free, including a free forever edition of Zoho CRM for up to three users. Table of contents : What is Zoho? What is Zoho used for? Is Zoho free or paid? What is Zoho used for?

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What is a CRM? The beginner's guide to customer relationship management

The Zapier Blog

Boost your team's productivity Automate your CRM Turns out, a CRM (customer relationship management) app is like my fantasy setup, but for people with actual responsibilities. So, let's talk about what a CRM is, why you need one , and what you get out of using it.

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The 10 best VoIP providers to move your business phone to the cloud in 2025

The Zapier Blog

No, this apparatus isn't gone yet, but it will likely join the fax, floppy disk, and Rolodex in the business graveyard within the next decade. Virtual phones allow you to be untethered and free to make and take business calls from wherever you are as long as you have an internet connection. Select your phone number(s).

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A guide to email marketing automation: best practices and automated workflows

The Zapier Blog

In this guide to email marketing automation, we'll walk you through what it is, how it works, best practices, and how you can get the most out of it with Zapier. Use interfaces, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack.

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How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

The Zapier Blog

Despite the initial confusion, building a CRM in Google Sheets can be a surprisingly effective way to manage customer relationships (and slightly less terrifying than whatever Skibidi Toilet is). But if you have a small operation and love the idea of tinkering under the hood, I've built a free spreadsheet CRM template to start you off.