Resources, guides and best practices to grow your business
A practical guide to sales commission calculation: rates, tiers, referrers, margin based plans and how to make the CRM run the numbers for you.
How to let clients book appointments from a public page: appointment types, real availability, calendar sync, automatic reminders and no double bookings.
How to set up CRM roles and user permissions step by step: prerequisites, a role matrix, external collaborators, best practices and the mistakes to avoid.
How a small business can run quotes properly: the fields that matter, shared statuses, automatic follow-ups and a clean handover from quote to invoice.
How several people can answer from the same business WhatsApp number: chat assignment, internal notes, roles and a shared history inside your CRM.
Discover 10 practical ways AI inside your CRM automates tasks, scores leads, transcribes meetings and helps your team sell smarter in 2026.
Discover which repetitive tasks drain your team's time and how workflow automation can give you back 5+ hours every week.
Learn how to automate invoicing in your SME with automatic queues, Fatture in Cloud integration and smart payment reminders.
Learn how automatic lead scoring in your CRM helps you focus on the hottest leads, automate qualification and close more deals faster.
