From Spreadsheets to Structure: Lessons from Real CRM Transformations
Learn how businesses move from spreadsheets to structured CRM systems. Real lessons for teams looking to scale and simplify.
When Compliance Meets CRM: Why Record-Keeping Needs to Be Built In
Compliance gaps appear when CRMs treat recordkeeping as optional. Learn how embedding it in your workflows keeps your business audit-ready.
How to Standardise Subcontractor Approvals Across Your Business
Discover how to standardise subcontractor approvals with the Buddy Vendor Portal. Ensure consistency, compliance, and efficiency every time.
Business Intelligence for Businesses Without Data Teams
Learn how mid-sized teams can unlock business intelligence from CRM data–without needing analysts, extra tools, or complex BI platforms.
5 Steps to CRM Success with BuddyCRM
See how BuddyCRM transforms businesses in 5 simple steps—seamless onboarding, organised data, and measurable growth for your team.
Sales Forecasting Isn’t Gut Feel: Why Process-Driven Pipelines Win
Ditch guesswork in your pipeline. Learn how BuddyCRM turns real sales activity into reliable, process-led forecasts.
Too Much Access, Not Enough Clarity: Rethinking CRM Visibility Before It Slows You Down
Too much visibility in CRM can slow teams down. Learn how to structure CRM access by role, task, and workflow for clarity and faster decisions.
CRM Architecture for Growing Teams: When to Rethink Your Setup
Outgrowing your CRM? Learn how better architecture (custom pipelines, visibility rules, and mapped handovers) can support your growth.
The Sales-to-Service Handoff: Why It Breaks and How CRM Can Fix It
Learn how to improve sales-to-service handoffs using CRM workflows that preserve context, clarify ownership, and support better customer outcomes.