Articles on crm
6 articles tagged “crm” — show all articles.
Personal CRM for Professionals: How 7 Careers Grow Their Network and Close More
A personal CRM organizes your relationships, not just your deals. See how seven professionals (founders, recruiters, consultants, realtors, investors, job seekers and community builders) use a personal CRM to grow their network, stay organized and win more, plus ten of the best personal CRM tools to know in 2026.
What Is a Personal CRM? Who Needs One and How Trevally Compares to Dex
A personal CRM keeps your relationships (not sales deals) organized: who you know, how you met, what you've exchanged and when to reach out again. This guide explains what a personal CRM is, who genuinely needs one and why, and compares two different philosophies: Dex, built around LinkedIn and thoughtful notes, and Trevally, built around your email.
The Best Contact Management Software: An Honest Comparison
Looking for the best contact management software? We compare eight tools honestly (HubSpot, Pipedrive, Nimble, Bigin by Zoho, Covve, Contacts+, Less Annoying CRM and Trevally) by what they do best, who they fit, and how much work each one asks of you before your contacts are actually organized.
Trevally Kanban Boards: Turn Your Contacts into a Sales Funnel or Recruiting Pipeline
Trevally's Kanban boards turn your contact base into visual pipelines: a sales funnel for leads, a recruiting pipeline for candidates, a deal flow for properties or products. Each card is a real contact with live data, columns can send personalized emails automatically, and your team collaborates with roles. Here's the full guide.
Trevally vs Pipedrive: Sales CRM or a Contact Platform That Builds Itself?
Pipedrive is one of the most respected sales CRMs on the market: visual pipelines, workflow automation, AI forecasting and a huge integration marketplace. This in-depth comparison looks at everything Pipedrive offers, everything Trevally offers, and the one difference that decides which fits you: who does the data entry.
Trevally vs Pipedrive, HubSpot, Salesforce, Monday.com and Zendesk: Which One Fits the Way You Work?
Pipedrive, HubSpot, Salesforce, Monday.com and Zendesk are excellent tools, each built for a specific job. This comparison looks at what each platform offers, who it serves best, and what Trevally does differently: building your contact base automatically from your inbox and adding pipelines, file sharing and relationship insights on top.