Blog
Practical guides for small companies choosing and running a CRM: pipelines, quotes, self-hosting, GDPR and working from an assistant.
What the Model Context Protocol lets an assistant do in your CRM, what to check before you connect one, and why what it can’t do matters as much as what it can.
A CRM is mostly personal data. The practical points for a small company: legal basis, how long to keep records, consent, rights requests and security. General information, not legal advice.
Before you compare feature lists, answer seven questions about who enters the data, how email gets in, where it lives and what it really costs. Then test on real deals.
A free licence doesn’t make a free CRM. The cost lines of self-hosting, how licences differ, what the AGPL asks of you, and how to tell whether it makes sense for your team.
How to define pipeline stages that mean something: five or six steps, each one proven by something the buyer did, plus next steps, weighted value and a weekly review.
The parts of a clear quote, how to handle tax lines and numbering, what to record when a customer accepts online, and what the rules in France say. General information, not legal advice.