Practical thinking on CRM, done right.
Strategy, platform selection, implementation, AI and data - clear, jargon-free guidance for SME leaders making CRM decisions.
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.
Other / General
CRM Dashboards for SMEs: Turning Reports into Decisions
A dashboard nobody acts on is just expensive decoration. Plenty of SMEs have invested in slick CRM reporting that gets glanced at, nodded over, and changes nothing, a wall of numbers that informs no decisions and drives no action.
5 min read · 21 Aug 2026, 10:59
Other / General
Capsule CRM adds an MCP server: ask your CRM a question, get an answer
In a snapshot: Capsule has built a Model Context Protocol server, letting AI tools like Claude read your CRM data directly. It is read only, it runs on your own machine, and it is in private beta for Growth plan customers. Small feature, big signal.
5 min read · 17 Aug 2026, 13:35
Implementation
From Silo to Hub: What CRM Integration Actually Delivers
A CRM that doesn't talk to your other systems is just another silo with a better login screen. On its own it holds customer data. Connected to your accounting, operations, marketing and support tools, it becomes the hub of the business.
5 min read · 10 Aug 2026, 10:38
Other / General
Data Hygiene for SMEs: Why Your Reports Are Only as Good as Your Data
Every impressive dashboard is only as honest as the data underneath it. A polished chart looks authoritative whether the numbers feeding it are accurate or nonsense, and that's what makes bad data dangerous: it doesn't look like a problem.
5 min read · 10 Aug 2026, 09:11
Other / General
6 CRM Reports Every Leadership Team Should Have On Demand
If a straight answer from your CRM takes a week and three people, you're working for the system, not with it. Leadership should be able to see the state of the business in moments, not commission a project every time a question comes up.
5 min read · 10 Aug 2026, 09:03
Adoption
The Early Warning Signs of Low CRM Adoption
By the time people are openly complaining that the system is too complicated, you're already losing the investment. That complaint is a late signal: the point at which quiet disengagement has hardened into open resistance.
4 min read · 7 Aug 2026, 15:08
Adoption
CRM: A Business System, Not an IT One
Leave your CRM to whoever's good with IT and you've already chosen the wrong owner. A CRM isn't really an IT system: it's a business system that happens to run on software.
5 min read · 7 Aug 2026, 14:31
Strategy
The £60,000 Cost of Fragmented Customer Management
When sales, marketing and service each keep their own version of the truth, the customer notices before you do: the duplicate emails, the promise one team made that another team never heard about. It feels like a minor irritation. It isn't.
5 min read · 7 Aug 2026, 14:05CRM insight, straight to your inbox.
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