Guides

Guides for founders running more than one business

How to choose a CRM when you sell more than one thing, how workspaces differ from pipelines, and how to move your leads in without duplicates.

Three different jobs hide in that search. Work out which one you have before you compare any tools.

A pipeline is a deals board; a workspace is a whole CRM. What each one separates, and how to choose.

A plain definition: what a workspace is, what it is not, and when one business needs more than a pipeline.

How to prepare the file, what matching catches, and how to check an import before it touches your data.

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