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The AliveCRM Blog
Guides on capturing, managing and converting leads, organised by topic.
From the Blog
Latest Articles
Managing Site-Visit Requests for Property Teams
The site-visit sub-workflow for property teams: capture the project and unit, confirm and remind, log the outcome, and follow up after the viewing.
Read Article →How Agencies Handle Inbound Project Enquiries
An agency intake flow: qualify fit and budget fast, route to the right lead, book the scoping call, and stop enquiries sitting while you deliver.
Read more →How Small Teams Keep Leads From Falling Through
The specific ways small teams lose enquiries, no owner, follow-up in someone's head, an inbox, no overdue view, and one small habit that fixes each.
Read more →The First CRM Setup for a Small Team
A day-one CRM setup for a team of 3 to 10 people: add your people, pick a few stages, connect one form, set assignment, agree a follow-up rule.
Read more →Sales Follow-Ups That Do Not Annoy People
The craft of the follow-up message: give each touch a real reason, switch channels, match the tone to the lead, and stop the moment they reply.
Read more →Building a Sales Pipeline You Can Actually Manage
Design pipeline stages around how you really sell, keep them few, give each a clear exit criterion, and review the whole thing once a week.
Read more →How to Route Website Leads to the Right Person
Round-robin, by hand or first-come: ways to route a new web lead to an owner, why a shared inbox fails, and handling after-hours and specialists.
Read more →Explore
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Each topic collects the guides that go together, from the basics through to the day-to-day workflow.
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.