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Case Study – CRM for Digital Services – The Appreciation Company Uses Keap

CASE STUDY A CRM for Digital services Neil and Rebekah Beam have used Keap to build customer relationships without sacrificing their personal relationships   The Appreciation Company at a Glance Founder(s): Neil and Rebekah Beam Industry: Digital service Employees: 10 (+ Keap) Joined Keap: 2022 Key Result: Saved $30,000-$40,000 annually on…

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Case Study – CRM for Accounting – Winter & Co uses Quickbooks

CASE STUDY A CRM for Creatives/Manufacturers Nicole Winters Turned Her Passion for Candles into a Successful Business   Nicole Winters, a Sydney-based entrepreneur and candle maker, is the founder of Winter & Co. Over the past three years, she has transformed her passion for candles into a thriving business that keeps her busy nearly…

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CRM Article| Harnessing Keap CRM: The Secret to Scaling Your Health & Wellness Practice

CRM ARTICLE Harnessing Keap CRM: The Secret to Scaling Your Health & Wellness Practice – SmallBizCRM Staff – March 14th, 2025     Why Health and Wellness Practitioners Need a Smarter CRM Solution Growing a health or wellness practice comes with its fair share of challenges. Managing client relationships,…

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CRM Article – Evaluating Capsule CRM, Keap, and Less Annoying CRM: Which One Fits Your Small Business Best?

CRM Article Evaluating Capsule CRM, Keap, and Less Annoying CRM: Which One Fits Your Small Business Best?  – SmallBizCRM Staff – March 13th,, 2025   Choosing the right CRM can make or break customer relationships for small businesses. With so many options, it’s essential to compare the best ones. This article evaluates Capsule…

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CRM Article: Embracing Sustainability: How CRMs Support Green Business Practices

CRM ARTICLE Embracing Sustainability: How CRMs Support Green Business Practices – SmallBizCRM Staff –  March 5th, 2025   Sustainability is becoming a core priority for businesses of all sizes. With increasing pressure to adopt eco-friendly practices, small businesses are seeking ways to reduce their environmental impact while…

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CRM Article: Braving Market Shifts: How CRM Helps Businesses Navigate Economic Challenges

CRM ARTICLE Braving Market Shifts: How CRM Helps Businesses Navigate Economic Challenges – SmallBizCRM Staff –  March 3rd, 2025     Economic uncertainty can test the resilience of any business, especially small companies trying to maintain customer loyalty and consistent revenue. In times of fluctuating market demand,…

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CRM Article: Anticipating Needs: How a CRM Helps You Get Closer to Your Customers

CRM ARTICLE Anticipating Needs: How a CRM Helps You Get Closer to Your Customers – SmallBizCRM Staff –  March 3rd, 2025     Understanding customers’ needs before they even voice them is the hallmark of a truly customer-centric business. Steve Jobs once said, “Get closer than ever to your customers. So close that you…

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CRM Article: Insuring Success: Why Insurance Agencies Need a CRM

CRM ARTICLE Insuring Success: Why Insurance Agencies Need a CRM – SmallBizCRM Staff –  February 26th 2025     Insurance agencies and consultants juggle multiple clients, policies, and renewals daily. With customer expectations higher than ever, staying organized and responsive isn’t just a bonus—it’s essential. A Customer…

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CRM Article: What Is a CRM, and Why Does It Matter for Micro-Businesses?

CRM ARTICLE What Is a CRM, and Why Does It Matter for Micro-Businesses? – SmallBizCRM Staff –  February 25th 2025     Running a micro-business often means juggling multiple roles—sales, customer service, admin, and marketing—all without the luxury of a dedicated team. With such a tight operation, adding a CRM might seem…

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Case Study – CRM for Business Coaches – Les Molyneaux uses Keap

CASE STUDY A CRM for Business Coaches From Bed & Breakfast Owner to Business Coach:   How One Entrepreneur Used Keap to Scale by 900% Business at a Glance Founder: Yvonne Halling Industry: Coaching Employees: 2 (+ Keap) Joined Keap: 2011 Key Result: 900% Revenue Growth Challenges Before Keap Administrative tasks consumed most of her…

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