Download a complete guide to setting up and integrating your CRM

Learn how to connect database, build email templates, integrate external analytics, sync lead sources and run marketing automation.

What will you learn?

In this e-book you will learn how to build your CRM to match the precise needs of your organization.

Database upload

Email templates

External analytics

Lead sources

Marketing integration

The content that will help you build a completely custom CRM matching your company's and business needs

Written by us and our verified CRM experts.

Chapter 1. CRM software
Chapter 2. Selected elements of CRM configuration
Chapter 3. CRM optimization
Chapter 4. CRM sales process building
Chapter 5. CRM analytics
Chapter 6. CRM integrations

Written by us and our verified CRM experts


Pipedrive & Zapier Expert

I'm a PipeDrive & Zapier enthusiast​,​ I've successfully implemented PipeDrive at the companies I've worked for as a Sales Rep. This includes First was a SaaS start-up with a mobile event app (~15 ppl. team) and a software development agency (~100 ppl. team).

View Jan's profile


Pipedrive & Zapier Expert

On a daily basis I'm working at a sales department and administrating all variety of Sales and integration tools. Connecting apps and automating workflows. I have implemented Pipedrive for a large edtech company.

View Aleksander's profile


Zoho Expert/Developer

I am the founder 2 Zoho Consulting Business operating in New Zeland​,​ Australia and Israel with overall 15 employees with accumulated Zoho experience of over 50 years.

View Danny's profile


Zoho Partner

I have worked with Zoho as a Partner for over 3 years and have implemented Zoho for 100+ different Service Based businesses.

View Ben's profile


HubSpot Specialist

I'm from Brazil​,​ and​,​ I'm expert in HubSpot with almost 2 years​,​ top 2 champions users in Community HubSpot PT. I have experience with e-mail marketing with 3 years. I love to learn every day.

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HubSpot Expert

With over 20+ years involved in Sales & Marketing Technology​,​ I am a dedicated automation​,​ CRM and marketing tools experts. I'll help you get the most out of your investment and work closely with Marketing​,​ Sales​,​ Business Leaders​,​ owners and investors.

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Salesforce Certified Pardot Consultant

5 years working as a Pardot Consultant​,​ Salesforce CRM Setup​,​ WordPress Expert​,​ 30 years of experience in marketing.

View Jeff's profile


18x Salesforce Certified Architect and Consultant

Over 5 years of SalesForce experience. Working on SalesForce, Autopilot, HubSpot, MS Dynamics, Power BI, Tableau, WordPress, Zapier.

View Slava's profile