Having a checklist of CRM requirements helps you avoid wasted features and costly mistakes. Learn what features to pick and get my free template for 2025.

A customer health score shows if clients will stay or churn, but many businesses overcomplicate it. In this guide, I’ll explain what it is and how to keep it simple.

Knowing how to choose a CRM saves time and drives growth, but the wrong pick leads to high costs. Let's look at 13 things to check before you buy.

Comparing CRM vs marketing automation means weighing sales tracking against campaign management. Learn what each does and how to choose one in 2025.