Guides
CRM Guide for SMBs
inDeal (indeal.ai) is a free AI CRM for small businesses. Here we explain free CRM models, AI in sales and lead capture for small sales teams, with neutral sources and a last-checked date.
9 guides · with sources
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Articles
Leads and enrichmentLead Qualification with BANT: Small Business Guide 2026
Lead qualification with BANT for small business: budget, authority, need, and timing questions, BANT vs. MEDDIC and CHAMP, and how to map it to CRM stages.
Sales and follow-upCRM Sales Process 2026: 7 Steps for Small Businesses
A CRM sales process for small business in 7 steps: lead to close, pipeline stages with exit criteria, a daily rhythm, and CRM hygiene rules your team will keep.
AI CRMConnect CRM to ChatGPT & Claude (MCP)
Connect your CRM to ChatGPT, Claude, and Cursor: what MCP is, setup steps, what the assistant can and cannot delete, security, and GDPR orientation.
Sales and follow-upSales Funnel for Small Business 2026
Sales funnel for small business: stages from lead to deal, funnel vs. pipeline, next-step hygiene, and how inDeal conversion cards work without invented benchmarks.
Leads and enrichmentManage Leads in Spreadsheets: When Excel Is Enough
Manage leads in a spreadsheet: when Excel works, five limits (history, follow-up, multi-user, enrichment, GDPR), a column template, and CSV import into inDeal.
ComparisonsFree CRM Limits 2026: A Small-Business Checklist
Free CRM limits: seats, contacts, AI gates, storage, support, and DPAs — a buyer checklist for small businesses, plus how inDeal differs.
AI CRMAI CRM for Small Business: What It Can Do in 2026
AI CRM for small business in 2026: which AI features matter, what's free, how privacy and the EU AI Act apply, and where inDeal fits with ICP and MCP.
Sales and follow-upSales Follow-Up: How Often and Why Every Deal Needs a Next Step
Sales follow-up for small businesses: cadence without invented close rates, why every deal needs a dated next step, and how inDeal's Contact list keeps work visible.
Free CRMFree CRM for Small Business (2026): Which One Fits Your Team?
Looking for a free CRM for your small business? The 5 free CRM models, what to check on users, contacts, GDPR and AI, and when inDeal is the right fit.