Guides on CRM, WhatsApp and follow-up
Written by the team that sets up EDCRM.AI for customers. Practical, specific and useful whether or not you buy from us.
Latest guides
Start with the one closest to the decision you are making.
Choosing a CRM
Choosing a CRM is mostly about knowing your own sales process and asking vendors the right questions. This guide gives you the list, the questions and a scoring method you can use this week.
Read moreWhatsApp follow-up playbook
A follow-up rhythm you can copy: a fast first reply, then messages on day 1, day 3 and day 7, written to stay inside WhatsApp's rules on opt-in and approved templates.
Read moreOne platform or five
Five separate tools can work well, or they can quietly lose leads in the gaps between them. Here is how to tell which situation you are in, and how to move without losing data if you decide to.
Read moreSee it working on your own leads
Book a 30-minute demo. We will walk through the platform using examples from your business and answer questions on set-up, WhatsApp and pricing.