Cut through the clutter. Get the tools that actually help.

You didn’t start your business to chase every shiny tool or idea. Here you’ll find vetted guides, templates, and resources that actually make your systems run smoother — no hype, no “best practices,” just what works.

Resources

Resource Categories
Chart showing the stage in which each tool category should be integrated with your CRM
CRM, Systems Integration

CRM Integrations Helpful to a SMB Owner

A Customer Relationship Management (CRM) system is not "just a contact list." It's the central nervous system of your business. It is the one place where every customer interaction, transaction, and relationship milestone is recorded, connected, and made actionable.

When your CRM functions as the system of record for your business, it means:

  • Every tool reports TO the CRM (website forms, scheduling, proposals, payments, calls, etc)
  • Every team member looks IN the CRM for the current state of any customer relationship
  • Every decision is informed BY the CRM (who to follow up with, what's converting, where revenue is coming from, etc.)

This guide explains the 3 stages of growing your CRM:  Crawl, Walk, and Run.

ResourceImage_GoogleSearchSecrets
Google Workspace, Tips

Google Drive Secrets to Find Anything in Seconds

Stop wasting time in Google Drive and use three simple search commands to find files instantly.