
CRM Setup Checklist for Small Business: The First 7 Days
A practical CRM setup checklist for small businesses: pipeline stages, lead sources, owners, follow-up rules, fields, automations and weekly review.
Edunow articles on this topic: practical decisions, tool choices and operating playbooks for small-business teams.

A practical CRM setup checklist for small businesses: pipeline stages, lead sources, owners, follow-up rules, fields, automations and weekly review.

A decision-first guide to choosing landing page builders for small businesses: Carrd, Leadpages, Landingi, Webflow, Wix, Squarespace, Unbounce and Instapage.

A decision-first guide to choosing email marketing software for a small business: MailerLite, Brevo, Mailchimp, Kit, Klaviyo, Omnisend and ActiveCampaign.

A decision-first CRM guide for small businesses comparing HubSpot, Pipedrive and Zoho by fit, pipeline discipline and cost risk.

A decision-first guide to choosing automation tools for a small business: native integrations, Zapier, Make and n8n by workflow fit, cost risk and maintenance effort.

A practical decision guide to AI tools for small business: general assistants, research, workspace AI and automation by workflow fit, cost risk and review rules.

A decision-first guide to the small-business software stack: work identity, CRM, finance, analytics and automation, with cost risks and setup order.