Blog
Deep dives and guides on sales, CRM and telephony — with our own numbers and examples, not generic advice.
RSS feedTeam Chat and Video Calls in CRMTeam chat in CRM: direct chats, groups, channels, folders, tasks from messages, calls and video conferences with guests via a link. What it does and what's missing.Read
- SalesInventory Management in CRM: Stock, Reserves and StocktakesInventory management in CRM: several warehouses, receipts, write-offs, transfers, stock reserved for deals, stocktakes, unit cost. What it does and what's missing.
- SalesSales Automation in CRM: Robots and Business ProcessesSales automation in CRM: stage robots create tasks, message clients and update fields, and business processes run via API. What you can set up and what's missing.
- Getting startedHow to Choose a CRM: 12 Questions to Ask Before You BuyHow to choose a CRM for a small business: 12 questions before you buy — price per company or per user, telephony, messengers, permissions, import, API and the trial.
- IndustriesCRM for Clinics and Dental Practices: Booking and RemindersCRM for clinics and dental practices: doctor schedules, online booking, medical records, dental chart, treatment plan, patient reminders, payments, no-show reports.
- Channels & appsCRM Mobile App: Clients and Calls on Your PhoneThe emyCRM mobile app for iPhone and Android: “My day,” clients and deals, recorded calls, caller ID, chats and Emy AI. What it does and how to get started.
- Getting startedCRM Implementation in a Week: A Day-by-Day PlanCRM implementation in a week: a workspace on sign-up day, client import from Excel, a pipeline and fields set up with AI, team roles, calls and email, day by day.
- TeamCompany Structure in CRM: Departments and Vacation CoverCompany structure in CRM: departments and heads on one chart, permissions and chats by department, and a substitute who gets tasks, leads and calls during vacation.
- TeamEmployee Time Tracking in CRM: Shifts, Breaks, TimesheetsEmployee time tracking in CRM: start the day and breaks with one click, server time, late arrivals and overtime, “Team today” and a timesheet export to XLSX or PDF.
- SalesCRM Invoices and Proposals: Products, Documents, PaymentsCRM invoices and proposals: a product catalog with volume discounts and VAT, partial payments, documents from your templates and AI proposals from client history.
- CallsCRM Auto Dialer: Call Your Client Base Without SpreadsheetsA CRM auto dialer: numbers from your company base, Progressive, Power and Predictive modes, a call form and script, automatic redials and results in the client card.
- AIAI Assistant in CRM: Emy AI for Every EmployeeWhat an AI assistant in CRM can do: answer questions on clients and deals, plan your day, build reports, create tasks and work in Telegram with your permissions.
- SalesCRM Analytics: Sales Dashboards and ReportsCRM analytics: a real-time dashboard, a report builder, call analytics, an AI sales analyst and questions to your reports in plain language. No Excel needed.
- TeamCRM Roles and Permissions: Everyone Sees Only What's TheirsHow CRM roles and permissions protect your client base: who sees which records, who can export data, the sign-in journal, IP limits and offboarding employees.
- TeamCRM Tasks and Reminders: No Client Falls Through the CracksHow CRM tasks and reminders keep your promises to clients: tasks from robots and emails, reminders before the deadline, recurring tasks and vacation cover.
- Channels & appsEmail in CRM: A Shared Team Inbox and Emails in Client CardsEmail in CRM: a shared team inbox with permissions, emails in the client card, a deal or task from an email in one click. How to connect Gmail and Microsoft 365.
- CallsCRM Phone Integration: Recordings, Missed Calls, RoutingCRM phone integration: browser and mobile calls, recordings in the client card, a missed-call rule and routing to the client's own rep. What to set up first.
- SalesClient Card in CRM: The Whole History in One PlaceWhat a client card in CRM stores: calls with recordings, messages, tasks and deals. How to reach clients from the card and what the company keeps when a rep leaves.
- SalesSales Pipeline in CRM: From Inquiry to Payment, No LeaksHow a sales pipeline in CRM works: where leads come from, how a deal moves through stages, what robots and required fields do, and where companies lose clients.
- Getting startedWhy Your Business Needs a CRM: 7 Signs It's TimeWhy your business needs a CRM: seven signs you're losing clients without one, from missed calls to client data on staff phones, and what to set up first.