Articles on sales

4 articles tagged “sales” — show all articles.

Cover Image for Personal CRM for Professionals: How 7 Careers Grow Their Network and Close More

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.

Daniel Vieira Costa ·
Cover Image for Trevally Kanban Boards: Turn Your Contacts into a Sales Funnel or Recruiting Pipeline

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.

Daniel Vieira Costa ·
Cover Image for Trevally vs Pipedrive: Sales CRM or a Contact Platform That Builds Itself?

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.

Daniel Vieira Costa ·
Cover Image for Trevally vs Pipedrive, HubSpot, Salesforce, Monday.com and Zendesk: Which One Fits the Way You Work?

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.

Daniel Vieira Costa ·