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Strategy, platform selection, implementation, AI and data - clear, jargon-free guidance for SME leaders making CRM decisions.

Attio vs Affinity: How to Choose Your Fund’s CRM Featured · Other / General

Attio vs Affinity: How to Choose Your Fund’s CRM

This one is for investors. If you run a venture fund, a private equity firm, a family office, a property fund or a private credit vehicle, these are probably the two names on your shortlist.

David Nandhra·6 min read·2 Sep 2026, 10:42
zedConsulting is now a Zoho AI Enabled Partner! AI

zedConsulting is now a Zoho AI Enabled Partner!

We’re pleased to share that zedConsulting has been recognised by Zoho as an AI Enabled Partner.

2 min read 3 Nov 2026, 13:36
How to improve CRM adoption in law and accountancy firms Adoption

How to improve CRM adoption in law and accountancy firms

Many law and accountancy firms have a CRM. Far fewer have one their partners actually use.

8 min read 30 Oct 2026, 17:18
Zendesk Sell End of Life: Why Pipedrive Is a Step Up Selection

Zendesk Sell End of Life: Why Pipedrive Is a Step Up

If your sales team uses Zendesk Sell, you've probably had the email by now. Sell is closing on 31 August 2027.

7 min read 14 Oct 2026, 12:20
Airtable vs monday.com: When Should You Switch? Selection

Airtable vs monday.com: When Should You Switch?

In this article, I set out when a move from Airtable to monday.com makes sense. I also cover when you are better off staying where you are.

7 min read 28 Sep 2026, 10:13
Is Attio the Right CRM for You? Selection

Is Attio the Right CRM for You?

Attio is not the right CRM for everyone. Salesforce, HubSpot, Zoho and Pipedrive are also great products. If your business is a sales team selling a product or services to customers, one of them will probably suit you well.

4 min read 11 Sep 2026, 14:59
Attio vs Affinity: How to Choose Your Fund’s CRM Other / General

Attio vs Affinity: How to Choose Your Fund’s CRM

This one is for investors. If you run a venture fund, a private equity firm, a family office, a property fund or a private credit vehicle, these are probably the two names on your shortlist.

6 min read 2 Sep 2026, 10:42
Salesforce vs HubSpot: Which CRM Is Right for Your Business? Other / General

Salesforce vs HubSpot: Which CRM Is Right for Your Business?

Salesforce and HubSpot are the two most recognised names in CRM, yet they were built on opposite instincts. Salesforce began as a sales-led platform designed to bend to the will of large, complex organisations.

8 min read 2 Sep 2026, 09:35
5 Signs You’ve Outgrown Your CRM Strategy

5 Signs You’ve Outgrown Your CRM

Outgrowing a system rarely announces itself. There's no alarm, no error message; just a slow build-up of workarounds that everyone has quietly stopped noticing.

5 min read 24 Aug 2026, 12:09

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