SoloCRMBlog

If you’re a freelancer or sole trader in the UK, chances are you didn’t go into business because you love admin. You probably love the work itself — writing, designing, consulting, or building — not fiddling with software, managing spreadsheets, or tracking leads....

If you’re a freelancer or sole trader in the UK, you know the hustle never really stops. One minute you’re deep into client work, the next you’re trying to remember whether you replied to that prospect from three days ago....

If you're a freelancer or sole trader in the UK, you're probably used to doing everything yourself — sales, marketing, client management, admin, the lot. But one thing you can’t afford to overlook is data protection, especially when it comes to managing client information....

If you're a freelancer or sole trader based in the UK, you've probably had moments where you feel like you're juggling too much. Between chasing new leads, sending out quotes, remembering who to follow up with, and keeping track of current clients, it’s easy for things to slip through the cracks....

As a consultant or service-based business, your time is your product—and how you manage leads, client communication, and follow-ups directly affects your bottom line....

Healthcare providers are under more pressure than ever—not just to deliver great care, but to manage patient relationships, reduce no-shows, and communicate clearly across platforms....

Whether you're a solo financial advisor or part of an insurance agency, you know that trust is everything. Clients don’t just buy policies or portfolio advice—they’re investing in you....

If you’re running an e‑commerce store or retail business, you already know the biggest challenge isn’t getting customers—it’s keeping them. With rising ad costs and shrinking attention spans, building real relationships with your customers is what sets successful brands apart....

Stop chasing leads the hard way. In 2025, AI-powered CRMs can score prospects in real time, draft perfectly-timed follow-ups, and even escalate “at-risk” accounts before you blink. Dive into seven automation tactics that slash admin hours, boost reply rates, and let you focus on the conversations that actually close deals....

Running a dental practice today is about more than just cleanings and fillings. You're managing a full business—patients, front desk scheduling, billing, follow-ups, treatment plans, referrals, and reviews. And in the middle of all that, you're expected to build long-term relationships and keep the schedule full....

Let’s be real: if you’re a real estate agent, your day never really ends. You're juggling buyers, sellers, showings, listings, negotiations—and somehow, you're also expected to remember who needs a follow-up call, which lead went cold, and when that seller wants to list in three months....

Thinking of switching CRMs but terrified of losing your hard-won contacts? This guide walks you through the nine critical phases—planning, data cleanup, sandbox testing, and post-go-live hardening—so every record lands safely in its new home. Learn the pro tricks that keep pipelines intact, automate the heavy lifting, and turn migration day into just another (calm) line on your project plan....