Migrating from Jobber: Keeping Your Jobs, Quotes, and Clients
Plan a Jobber migration without losing job context. Learn what to export, archive, rebuild, and validate across clients, quotes, jobs, invoices, and payments.
The SMBcrm Blog
Practical guides for CRM, sales, and marketing.
Articles: page 2
Showing 13–24 of 84 articles
10 Appointment Reminder Templates for Text and Email
Copy 10 appointment reminder templates for confirmations, rescheduling, waitlists, and follow-up, with practical timing, consent, and measurement guidance.
Best CRM for Landscaping Businesses (2026)
Compare five CRM and field-service platforms for landscaping leads, estimates, recurring work, crew handoffs, job costing and pricing.
The Real Cost of a 5-Tool Marketing Stack (With Math)
Calculate marketing stack cost with a 12-month model for five common tools, including seats, contacts, usage limits, setup, and internal labor.
Best CRM for Dental Practices (2026)
Compare six CRM, patient communication, and dental practice tools by booking, reminders, recall, reviews, privacy, integrations, and cost.
Migrating from HubSpot: A Small-Business Guide
Plan a HubSpot migration without losing relationships, consent records, or working processes. Learn what to export, rebuild, test, and monitor.
Best CRM for Law Firms (2026): 5 Options Compared
Compare five CRM and legal intake platforms for law firms by intake, booking, follow-up, automation, security, integrations, and cost.
Hidden CRM Costs: Fees, Overages, and Add-Ons
Audit CRM hidden costs before signing, including implementation, seats, contact tiers, usage, support, add-ons, migration, contracts, and internal labor.
12 Automation Recipes That Recover Missed Calls (Copy These)
Copy 12 missed call text back workflows with practical messages, routing rules, human handoffs, safeguards, and measurement ideas.
What's New in SMBcrm: July 2026 Product Roundup
July brought 54 SMBcrm updates: a unified Client Portal, the debut of Managed Agents under their former name, and workflows that respond to team replies.
Yelp Reviews in ChatGPT: What SMBs Should Know
Yelp's OpenAI deal puts local reviews in ChatGPT answers. See what changed, why review requests still matter, and how to split your reputation strategy.
Best CRM for Roofing Companies (2026)
Compare six CRM and roofing software options for lead follow-up, estimates, field work, integrations, pricing, and overall fit.