Customers & sales

CRM, quotes and one customer record.

In a woodworking workshop, a craftsman planes a board at the bench; tools hang behind him.

Customers & sales7 min read

How to write a price quote, and how to follow it up

The parts of a quote that wins the job, tax and validity, revisions, acceptance and follow-up. Examples for workshops, agencies, renovation and service businesses.

16 October 2026

In an empty, bright flat, an estate agent shows a couple around.

Customers & sales8 min read

What is a CRM for a small business, and how do you choose one?

What a CRM really does in a small business: the path from lead to sale, stages, follow-up calls, lead sources, and the questions to ask when choosing one.

16 October 2026

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