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The best pipeline management software in 2025

The Zapier Blog

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. How we evaluate and test apps Our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software.

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Visual workflows: The ultimate guide, with examples and tools

The Zapier Blog

Using a visual map to define roles and responsibilities, similar to a RACI chart , eliminates confusion. Pointing to a box on a chart and saying "this step seems to be the holdup" is far more productive than vague complaints. It's much harder to creatively interpret a directional arrow than a loosely worded sentence.

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What is a RACI chart? And how to make one (with templates)

The Zapier Blog

Connect your project management software to your other apps Make your job easier We really could have used RACI. Want to jump straight to creating your own RACI chart? You'll document your RACI roles in a RACI chart to be sure everything's clear and transparent—more on that below. " Let's sort that out.

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How to create a goal-crushing project plan (+ 14 templates)

The Zapier Blog

Connect your project management software to your other apps Make your job easier Even if the most meticulously laid plans are at the mercy of a capricious host with a skinny microphone, starting with a project plan template lays a foundation of order and direction in a world where the rules are made up and the points don't matter.

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Airtable vs. Google Sheets: Which is best? [2025]

The Zapier Blog

But if you'd like to do a bit more than just manipulate data, you can change up the layout with views like lists, Gantt charts, forms, and Kanban boards. To help track them, you could then add a calendar and (for paid users) Gantt charts that break down projects further.

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Obsidian vs. Notion: Which is best? [2025]

The Zapier Blog

You can create forms, charts, timelines, calendar schedules, Gantt charts, and anything else you can think of. But because it's hosted locally, it doesn't integrate directly with other software, so it's much more siloed. But Notion goes above and beyond plain text.

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From Chaos to Control: How to Create Effective Systems and Processes in Business

Entrepreneurs' Organization

Contributed by Chris Kirksey, an EO member in Austin who is the founder and CEO of Direction , an SEO software and services company that helps entrepreneurs set their online strategy in the right direction to accelerate sales, grow the business, and dominate your market. and more articles from the EO blog.

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