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CRM Help Center

Get help with various CRM platforms and solutions

Browse our collection of CRM platform guides:

Each guide provides in-depth information about implementation, training, and consulting services for the respective CRM platform.

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Popular CRM Platforms

HubSpot Sales Hub

All-in-one inbound marketing, sales, and service platform

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Zoho CRM

Web-based CRM designed to attract, retain, and satisfy customers

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Pipedrive

Sales CRM built for minimum input and maximum output

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Insightly

CRM system with project management capabilities

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NetSuite

Cloud-based business management suite including CRM

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Attio

Modern, flexible CRM platform for teams

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Twenty

Open-source modern CRM platform

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Monday CRM

Visual and intuitive CRM within the monday.com platform

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All CRM Resources

HubSpot Sales Hub

All-in-one inbound marketing, sales, and service platform

Learn more

Zoho CRM

Web-based CRM designed to attract, retain, and satisfy customers

Learn more

Pipedrive

Sales CRM built for minimum input and maximum output

Learn more

Insightly

CRM system with project management capabilities

Learn more

NetSuite

Cloud-based business management suite including CRM

Learn more

Attio

Modern, flexible CRM platform for teams

Learn more

Twenty

Open-source modern CRM platform

Learn more

Monday CRM

Visual and intuitive CRM within the monday.com platform

Learn more

ClickUp

Productivity platform with CRM capabilities

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Close

Sales CRM designed for startups and SMBs

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Copper

CRM that integrates with Google Workspace

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Freshsales

CRM with built-in phone, email and chat

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Less Annoying CRM

Simple CRM built for small businesses

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Odoo

Open-source integrated business apps including CRM

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Salesflare

Automated CRM for small businesses selling B2B

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SugarCRM

Enterprise-grade CRM platform

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