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

February 2026

  1. A‑Startling CRM Showdown: Capsule CRM vs Less Annoying CRM - SmallBizCRM Staff – February 5th, 2026
  2. Avoiding CRM Overload: A Simpler Way to Manage Customer Relationships - SmallBizCRM Staff - February 3rd, 2026
  3. Broken by Bots: Why Most CRM Automations Fail (and the Ones That Actually Work) - SmallBizCRM Staff – February 4th, 2026
  4. Exhausted by Apps, Energised by Clarity - SmallBizCRM Staff – February 5th, 2026
  5. Experience Real Estate Success with Capsule CRM: Discover the Benefits! - SmallBizCRM Staff – February 5th, 2026
  6. Suite CRM Showdown: Capsule vs Copper - SmallBizCRM Staff – February 5th, 2026

January 2026

 

November 2025

  1. Ahead of the Curve: AI-driven CRM Automation Delivers Real Results for Small BusinessesSmallBizCRM Staff – November 6th, 2025
  2. Bigger Impact: How Smart CRM Integrations Boost Small Team Productivity - SmallBizCRM Staff – November 27th, 2025
  3. Campaign Clarity: Choosing the Right Email Tool for Results - SmallBizCRM Staff – November 17th, 2025
  4. Choosing Smarter: What to Look for in an AI-Enabled CRMSmallBizCRM Staff – November 10th , 2025
  5. Elevate Your Social Media Game with Transpond CRM: A Winning Strategy – SmallBizCRM Staff  – November 7th, 2025
  6. Emails That Shine: How Transpond Redefines Mobile Optimization - SmallBizCRM StaffNovember 7th, 2025
  7. Everyday AI: How Small Teams Gain Big Efficiency - SmallBizCRM Staff – November 10th, 2025
  8. From Hype to Hands-On: Using AI Tools That Actually Work - SmallBizCRM Staff – November 10th, 2025
  9. Gaining Control: The Power of Centralised Documents in Your CRM - SmallBizCRM Staff – November 26th, 2025
  10. Inside Agentic AI: The Future of Smarter CRM Decision-Making - SmallBizCRM Staff – November 7th, 2025
  11. Intelligent Automation That Changes Everything - SmallBizCRM Staff – November 17th, 2025
  12. Kylas for Travel: Bookings, Leads, and Better Client Care - SmallBizCRM Staff – November 12th , 2025
  13. Less Annoying CRM: Built for Small Teams, Not Big Headaches - SmallBizCRM Staff – November 17th, 2025
  14. Loyalty in Motion: How CRMs Drive Stronger Customer Retention - SmallBizCRM Staff – November 26th, 2025
  15. Optimising Pipelines for Every Part of the Small Business - SmallBizCRM Staff – November 25th, 2025
  16. Refining Your CRM: Monthly Checks That Keep Your System Running Smoothly - SmallBizCRM Staff – November 25th, 2025
  17. Revolutionizing CRM with Augmented Reality (AR) - SmallBizCRM Staff – November 17th, 2025
  18. Smarter CRM, Stronger Results - SmallBizCRM Staff – November 20th, 2025
  19. Top CRM and Project Management Tools for Small Digital Marketing AgenciesSmallBizCRM Staff – November 17th, 2025
  20. Transpond CRM: AI Is Redefining Email Marketing - SmallBizCRM Staff – 17th November 2025
  21. Transpond’s Next-Gen Campaign Power - SmallBiz CRM Staff – November 17th, 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 CodeSmallBizCRM 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. How CRM Boosts Customer Loyalty and RetentionSmallBizCRM Staff –  August 26th, 2025
  2. BugHerd – The Ultimate Feedback Tool for Marketing & Web Development Agencies - SmallBizCRM Staff - August 11th, 2025
  3. Building a Digital Future: Embracing Change in the Apparel Industry - SmallBizCRM Staff - August 26th, 2025
  4. Building Brand Loyalty with CRM: Why Tracking Customer Sentiment on Social Media is Key - SmallBizCRM Staff – August 4th, 2025
  5. Cracking the Code: What CRMs Reveal About Consumer Habits - SmallBizCRM Staff – 19th August, 2025
  6. Cracking the Future: Emerging Tech That’s Reimagining CRM - SmallBizCRM Staff – August 5th, 2025
  7. CRM Efficiency Assessment – What It Is and How To Apply It - SmallBizCRM Staff – August 21st, 2025
  8. Delivering Flawless Websites: An In-Depth Look at BugHerd - SmallBizCRM Staff - August 11th, 2025
  9. Elevating Vending Operations: Vega Vending, EngageBay & eWay‑CRM Compared - SmallBizCRM Staff – 14th August, 2025
  10. Fast-Track CRM Faceoff: Capsule vs Pipedrive - SmallBizCRM Staff – August 20th, 2025
  11. Game On: CRM Made Fun - SmallBizCRM Staff – August 21st, 2025
  12. Harnessing Human Behavior: What CRMs Teach Us About Customer Psychology - SmallBizCRM Staff – August 21st, 2025
  13. How CRM Boosts Customer Loyalty and Retention - SmallBizCRM Staff – August 26th, 2025
  14. In Vogue: Why CRMs Are Fashion’s Best-Kept Secret - SmallBizCRM Staff – August 2th, 2025
  15. Just What Fashion Needs: CRM Solutions That Fit Like a Glove - SmallBizCRM Staff – August 26th, 2025
  16. Knockout Combo: QuickBooks + Transaction Pro - SmallBizCRM Staff – 29th August 2025
  17. Level Up Finances: FreshBooks for Freelancers & Self-EmployedSmallBizCRM Staff – August 29th, 2025
  18. Mastering MLM: How the Right CRM Can Power Network Marketing SuccessSmallBizCRM Staff – August 25th, 2025
  19. noCRM.io: The CRM That Makes Small Biz Dreams Work Without the Headaches - SmallBizCRM Staff – August 13th, 2025
  20. Optimize Finances: QuickBooks Accounting Software Simplifies Reconciliation - SmallBizCRM Staff – 29th August 2025
  21. Peeling Back the Layers: What CRMs Reveal About Consumer Behavior - SmallBizCRM Staff – August 21st, 2025
  22. Quick Decisions: FreshBooks vs QuickBooks for Small Business Accounting - SmallBizCRM Staff - August 28th, 2025
  23. Sales Pipeline Simplified: Why noCRM.io Might Be the CRM Your Team Actually Uses - SmallBizCRM Staff – August 12th, 2025
  24. Shorter Work Weeks and CRM: A Quirky Tale of How Technology is Changing the 9 to 5 Grind - SmallBizCRM Staff – 8th August, 2025b
  25. Stitching Success: Overcoming the Challenges Facing the Fashion Industry - SmallBizCRM Staff - August 26th, 2025
  26. The Customer Experience Evolution: Maximizing Touchpoints for Lasting Impact - SmallBizCRM Staff – August 26th, 2025
  27. The Enigma of Attrition: Unlocking Customer Retention - SmallBizCRM Staff – August 25th, 2025
  28. The Perfect CRM Fit Choosing a CRM for your small Fashion House SmallBizCRM Staff  -  August 26th, 2025
  29. 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

 

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