CRM Reading Lounge

Browse The Library For Essential CRM Reading Material

Find all your CRM, Sales, Marketing and related articles and eBooks here. Read informative, inspiring, thought-provoking articles, ebooks and guides to help you with your CRM initiative, increase sales, improve service and run your business effectively and profitably.

So kick off your shoes, put your feet up, and browse.

CRM Magazine Rack

  • CRM Buyer. Helpful information for companies interested in larger CRM systems.

The Perfect Fit! Guides to Choosing the Correct CRM for Your Small Business

Looking for the perfect CRM to supercharge your small business? Don’t settle for guesswork! Our latest guide, The Perfect Fit, explains exactly how to choose the right CRM for your needs. Discover top options tailored to your industry, save time, and start growing faster - click to find out more now!

 

CRM & General Articles

November 2025

  1. Ahead of the Curve: AI-driven CRM Automation Delivers Real Results for Small Businesses -  SmallBizCRM Staff – November 6th, 2025
  2. Choosing Smarter: What to Look for in an AI-Enabled CRM -  SmallBizCRM Staff – November 10th , 2025
  3. Elevate Your Social Media Game with Transpond CRM: A Winning Strategy – SmallBizCRM Staff  – November 7th, 2025
  4. Emails That Shine: How Transpond Redefines Mobile Optimization - SmallBizCRM Staff – November 7th, 2025
  5. Everyday AI: How Small Teams Gain Big Efficiency - SmallBizCRM Staff – November 10th, 2025
  6. From Hype to Hands-On: Using AI Tools That Actually Work - SmallBizCRM Staff – November 10th, 2025
  7. Inside Agentic AI: The Future of Smarter CRM Decision-Making - SmallBizCRM Staff – November 7th, 2025
  8. Kylas for Travel: Bookings, Leads, and Better Client Care - SmallBizCRM Staff – November 12th , 2025
  9. Reclaim Your Time: Capsule CRM’s New Workflow Automation Empowers Service Teams - SmalbizCRM Staff – November 12th 2025

 

 

 

 

October 2025

  1. Adept Automations: How AI is Transforming CRMs into Thinking Machines - SmallBizCRM Staff – October 17th, 2025
  2. CRM Rebooted: 2025’s Customer Code -  SmallBizCRM Staff – October 17th, 2025
  3. Evolving CRM: The AI-Powered Shift From Data Entry to Dynamic Intelligence - SmallBizCRM Staff – October 21st, 2025
  4. Gritty CRM: The New Rules of Customer Relationships - SmallBizCRM Staff – October 21st, 2025
  5. Igniting CRM Performance: Can AI Agents Handle Real Customer Work? - SmallBizCRM Staff – October 22nd, 2025
  6. Innovating CRM: AI Prospecting and What’s Hot Now - SmallBizCRM Staff – October 22nd, 2025
  7. Killer AI Messages: Why Machines Are Now Outwriting Humans - SmallBizCRM Staff – October 22nd, 2025
  8. Why Businesses Are Switching to Twozo CRM for Smarter Automation and Faster Sales - SmallBizCRM Staff – October 24th, 2025

September 2025

Articles

Case Studies

August 2025

  1. A‑Startling CRM Showdown: Capsule CRM vs Less Annoying CRM - SmallBizCRM Staff – August 1st, 2025
  2. How CRM Boosts Customer Loyalty and Retention -  SmallBizCRM Staff –  August 26th, 2025
  3. BugHerd – The Ultimate Feedback Tool for Marketing & Web Development Agencies - SmallBizCRM Staff - August 11th, 2025
  4. Building a Digital Future: Embracing Change in the Apparel Industry - SmallBizCRM Staff - August 26th, 2025
  5. Building Brand Loyalty with CRM: Why Tracking Customer Sentiment on Social Media is Key - SmallBizCRM Staff – August 4th, 2025
  6. C‑Suite CRM Showdown: Capsule vs Copper - SmallBizCRM Staff – August 4th, 2025
  7. Cracking the Code: What CRMs Reveal About Consumer Habits - SmallBizCRM Staff – 19th August, 2025
  8. Cracking the Future: Emerging Tech That’s Reimagining CRM - SmallBizCRM Staff – August 5th, 2025
  9. CRM Efficiency Assessment – What It Is and How To Apply It - SmallBizCRM Staff – August 21st, 2025
  10. Delivering Flawless Websites: An In-Depth Look at BugHerd - SmallBizCRM Staff - August 11th, 2025
  11. Elevating Vending Operations: Vega Vending, EngageBay & eWay‑CRM Compared - SmallBizCRM Staff – 14th August, 2025
  12. Fast-Track CRM Faceoff: Capsule vs Pipedrive - SmallBizCRM Staff – August 20th, 2025
  13. Game On: CRM Made Fun - SmallBizCRM Staff – August 21st, 2025
  14. Harnessing Human Behavior: What CRMs Teach Us About Customer Psychology - SmallBizCRM Staff – August 21st, 2025
  15. How CRM Boosts Customer Loyalty and Retention - SmallBizCRM Staff – August 26th, 2025
  16. In Vogue: Why CRMs Are Fashion’s Best-Kept Secret - SmallBizCRM Staff – August 2th, 2025
  17. Just What Fashion Needs: CRM Solutions That Fit Like a Glove - SmallBizCRM Staff – August 26th, 2025
  18. Knockout Combo: QuickBooks + Transaction Pro - SmallBizCRM Staff – 29th August 2025
  19. Level Up Finances: FreshBooks for Freelancers & Self-Employed – SmallBizCRM Staff – August 29th, 2025
  20. Mastering MLM: How the Right CRM Can Power Network Marketing Success -  SmallBizCRM Staff – August 25th, 2025
  21. noCRM.io: The CRM That Makes Small Biz Dreams Work Without the Headaches - SmallBizCRM Staff – August 13th, 2025
  22. Optimize Finances: QuickBooks Accounting Software Simplifies Reconciliation - SmallBizCRM Staff – 29th August 2025
  23. Peeling Back the Layers: What CRMs Reveal About Consumer Behavior - SmallBizCRM Staff – August 21st, 2025
  24. Quick Decisions: FreshBooks vs QuickBooks for Small Business Accounting - SmallBizCRM Staff - August 28th, 2025
  25. Sales Pipeline Simplified: Why noCRM.io Might Be the CRM Your Team Actually Uses - SmallBizCRM Staff – August 12th, 2025
  26. Shorter Work Weeks and CRM: A Quirky Tale of How Technology is Changing the 9 to 5 Grind - SmallBizCRM Staff – 8th August, 2025b
  27. Stitching Success: Overcoming the Challenges Facing the Fashion Industry - SmallBizCRM Staff - August 26th, 2025
  28. The Customer Experience Evolution: Maximizing Touchpoints for Lasting Impact - SmallBizCRM Staff – August 26th, 2025
  29. The Enigma of Attrition: Unlocking Customer Retention - SmallBizCRM Staff – August 25th, 2025
  30. The Perfect CRM Fit Choosing a CRM for your small Fashion House -  SmallBizCRM Staff  -  August 26th, 2025
  31. When Sales Meets Seamless Telephony: How noCRM.io and KrispCall Integration Transforms Productivity - SmallBizCRM Staff – August 13th, 2025

 

July 2025

 

June 2025

May 2025

April 2025

March 2025

February 2025

 

January 2025

  1. Assessing Your Business Needs: The CRM Debate – SmallBizCRM Staff: – January 16th, 2025
  2. Choosing the Right CRM: Key Questions to Ask Before You Commit – SmallBizCRM Staff – January 23rd, 2025
  3. CRM Beyond Business: Organizing Your Personal Life with Effective Tools – SmallBizCRM Staff –  January 23rd, 2025
  4. CRM for the People: Tools That Empower Nonprofits – SmallBizCRM Staff – January 7th, 2025
  5. CRM: The Swiss Army Knife for Business Success – SmallBizCRM Staff – January 27th 2025
  6. Data Overload: How to Avoid CRM Burnout – SmallBizCRM Staff – January 23rd, 2025
  7. Declutter Your CRM: Simplify for Efficiency and Better Results – SmallBizCRM Staff – January 23rd, 2025
  8. Elevating Profits with Purpose: Boosting Customer Lifetime Value through Strategic CRM – SmallBizCRM Staff – January 27th 2025
  9. Elevating Growth: How CRM and Marketing Tech Empower SMBs – SmallBizCRM Stafff – January 27th 2025
  10. Future-Proofing Customer Experience in the Digital Age – SmallBizCRM Staff – January 27th 2025
  11. Leads to Loyalty: How CRM Fuels Repeat Business – SmallBizCRM Staff – January 23rd, 2025
  12. Metrics That Win: Navigating Digital Marketing Success – SmallBizCRM Staff – January 27th 2025
  13. Mobile CRM: Exploring Its Benefits and Determining If It’s Right for You – SmallBizCRM Staff f – January 29th, 2025
  14. Optimizing Affiliate Programs: The Role and Skills of an Effective Affiliate Manager –  SmallBizCRM Staff – January 30th 2025
  15. Powerlifting Your Business: CRM Essentials for Fitness Entrepreneurs – SmallBizCRM Staff – January 17th, 2025
  16. Revolutionizing Customer Engagement with Email Automation – SmallBizCRM Staff – January 30th 2025
  17. The Absolute Simplest, Most Lightweight CRM for Small Business – SmallBizCRM Staff – January 7th,  2025
  18. The CAC Balancing Act: Insights for Businesses – SmallBizCRM Staff – January 20th, 2025
  19. The Future of Personalized Websites – SmallBizCRM Staff – January 15th, 2025
  20. The Role of CRM Tools in Personal Productivity – SmallBizCRM Staff – January 15th, 2025
  21. Understanding the Intersection of CRMs and Customer Psychology – SmallBizCRM Staff – January 24th, 2025
  22. Why Lead Generation and CRM are Your Business’s Power Couple – SmallBizCRM Staff – January 29th 2025

 

December 2024

Additional CRM Resources

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  • Peppers & Rogers Group. This dynamic duo wrote the book on 1 to 1 Marketing. Corporate stuff. Borrow from their strategies and best practises and apply them to your small business CRM applications.
  • Bitpipe. Resource for CRM related white papers and more.

Useful Documents

Additional CRM Articles

CRM 101

  • Your CRM 101 Primer To Selecting & Implementing Small Business CRM Solutions. What is a CRM? What CRM is going to work for you? – Updated January 2024
  • SmallBizCRM Staff  Updated January 2024
  • Managing CRM Presentations. Here are a few tips to help you get the most out of the CRM presentation: SmallBizCRM Staff  Updated January 2024