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Keep in touch: Client outreach is critical during business slumps

Entrepreneurs' Organization

With a customer relationship management (CRM) system in place, outreach could begin promptly. Having a clear and functional CRM incorporated with our booking system, we went to work on how we could use the system more effectively. We also utilised radio, TV and PR, as well as blogs, fliers and flash signs.

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“AI Agents for Small Business: The Ultimate Guide to Automation and Growth”

American Entrepreneurship

Whether you’re a solopreneur or a small business owner looking to scale, leveraging AI-powered tools can be a game-changer in managing routine tasks, automating workflows to lower operational costs, providing advanced analytics, and gaining advantage over competitors to drive growth. What Are AI Agents? Tools like Jasper AI and Copy.ai

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

The Zapier Blog

Opening a spreadsheet CRM can feel like accidentally stumbling onto a Gen Alpha's TikTok account—disorienting, a bit of panic, and the realization that you might need a teenager to explain it to you. Of course, you can also build your own CRM spreadsheet from scratch in Google Sheets if you prefer.

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

The Zapier Blog

That's email automation at its finest. Specifically, you need an automation game plan. 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. Table of contents What is email marketing automation?

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The best free invoicing software in 2025

The Zapier Blog

Streamline your invoicing workflows with automation Learn how And with so many great free invoicing tools out there, you can streamline the process without any upfront investment. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. Here's what I found.

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The best pipeline management software in 2025

The Zapier Blog

Boost your team's productivity Automate your CRM The best pipeline management software helps sales teams by keeping prospects engaged and the data you have about them organized. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.

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

The Zapier Blog

5 things you should automate today Start automating Google and Microsoft are the big names when it comes to unified platforms, but there's another player in the game: Zoho. Automate Zoho What is Zoho? Zoho offers some of its apps for free, including a free forever edition of Zoho CRM for up to three users.