What is CRM?
Understand customer relationship management and how a shared customer view helps your team work together.
Read the guideA little knowledge.
A clearer picture.
Plain-language guides to customer relationships, commercial work and the technology around them.
42 guides to explore
What is SaaS?
A plain-language guide to software as a service, subscriptions and the questions to ask about a hosted application.
Read the guideWhat is artificial intelligence?
Learn what AI can mean in customer-facing work, where human review matters and how it differs from rule-based automation.
Read the guideWhat is email marketing?
Understand marketing emails, customer correspondence and what to consider before choosing campaign tools.
Read the guideWhat is a sales pipeline?
Make sense of leads, opportunities, stages and the next steps that keep a potential sale moving.
Read the guideHow does customer-specific pricing work?
Learn how shared price lists, account discounts and product-specific agreements fit together.
Read the guideQuotations and invoices: what is the difference?
Follow the commercial journey from an offer to an invoice, keeping prices and document versions clear.
Read the guideWhat are CRM integrations?
Understand how email services, APIs and webhooks connect a CRM with other tools.
Read the guideUnderstanding CRM roles and customer access
Separate workspace roles from the customer accounts a colleague can read or edit.
Read the guideMoving customer data into a CRM
Plan a manageable first import, map fields and review the results before expanding the migration.
Read the guideHow to choose a CRM that fits your team
Compare CRM providers through everyday tasks, team access, pricing and the work you need to do.
Read the guideWhat is Atlas?
Meet Atlas: a modern CRM focused on useful customer, sales and commercial work in a straightforward workspace.
Read the guideAccounts and contacts: organising the relationship
Separate the customer organisation from the people you work with.
Read the guideQualifying leads without losing the context
Decide which enquiries deserve an opportunity and a clear next action.
Read the guideWhat happens when a lead becomes an opportunity?
Understand conversion and check the records created from a qualified lead.
Read the guideKeeping opportunities useful and current
Make opportunity records describe real potential work.
Read the guideA practical approach to sales follow-ups
Turn a customer conversation into an owned next step.
Read the guideWhat does a complete customer view mean?
Understand customer context without assuming every system is automatically connected.
Read the guideWho should own a CRM record?
Use ownership to make responsibility clear across the team.
Read the guideMaking CRM data useful enough to trust
Build a small set of habits around clear, current customer information.
Read the guidePreparing a CSV file for a CRM import
Check columns, formats and relationships before importing customer data.
Read the guideHandling duplicate customer records thoughtfully
Recognise repeated records and plan a careful cleanup.
Read the guideWhat are webhooks, and when are they useful?
Understand event notifications, receiving services and reliable processing.
Read the guideWhat is an API in a CRM?
Understand the difference between a software interface and a ready-made integration.
Read the guideConnecting a CRM with Microsoft 365
Separate organisation approval from each colleague’s mailbox access.
Read the guideWhat does an SMTP connection do?
Understand workspace email sending and the difference between submission and delivery.
Read the guidePlanning a Salesforce connection
Check the intended objects and migration scope before connecting systems.
Read the guideBuilding a useful product and service catalogue
Decide which product details help colleagues prepare a clear customer offer.
Read the guideOrganising products into families and ranges
Use a hierarchy to make related products easier to find.
Read the guideCost price and selling price are different records
Keep private purchasing information separate from customer-facing prices.
Read the guideWhen should you use more than one price list?
Separate common selling-price structures without duplicating the catalogue.
Read the guideUnderstanding quantity-based product prices
Make the relationship between order quantity and unit price explicit.
Read the guideUsing effective dates on price-list entries
Plan price validity and check the date used for a quotation.
Read the guidePlanning a broad price increase carefully
Review the affected lists and customer agreements before applying a percentage change.
Read the guidePreparing a useful customer price-change letter
Explain an agreed change clearly and review the customer-specific details.
Read the guideWhy quotation versions matter
Preserve what was offered when the price or scope changes.
Read the guideMaking a workspace feel like your organisation
Use a consistent logo and colour without obscuring the customer work.
Read the guideBringing a colleague into the CRM
Plan the person’s role, customer access and first useful tasks.
Read the guidePlanning a manageable first CRM rollout
Start with a clear customer workflow and expand after the team understands it.
Read the guideUnderstanding base fees and user allowances
Calculate a workspace total from the included users and additional-user rules.
Read the guideUsing record and administration history
Use history to understand changes without treating it as the whole customer story.
Read the guideRunning a useful customer account review
Bring the customer’s open work and next actions into one conversation.
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