Basics

CRM vs Spreadsheet: When Each One Works (and When It Breaks)

A spreadsheet works fine up to ~50 contacts. Past that, it breaks in specific, predictable ways. Here's when to switch to a CRM — and when to stay.

Types of CRM: The Taxonomy That Actually Matters (2026)

Operational vs analytical vs collaborative is a useless distinction. Here's the taxonomy that matters: enterprise, SMB, personal, modern-stack, all-in-one.

What is a CRM? (2026 Definition + When You Actually Need One)

A CRM is software that organizes customer data, tracks interactions, and turns them into actions. Here's what that actually means — and when you need one.