Sales Ops
How to Build a Lead-to-Payment Workflow in Madey CRM
A practical walkthrough to move leads from first inquiry to final payment using pipeline, proposal, invoice, and payment modules.
Apr 5, 20266 min read
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CRM Insights for Sales, Support, Automation and Growth
Learn practical workflows, implementation tactics, and business playbooks to get maximum value from Madey CRM.
AI Assistant
5 Daily Tasks You Can Speed Up with MadeYAI
Use MadeYAI for replies, summaries, and task notes so your sales and support teams respond faster with better consistency.
Apr 2, 20265 min read
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Automation
Workflow Automation Best Practices for Growing Teams
Set trigger-condition-action rules the right way so automations stay reliable and easy to maintain as your team scales.
Mar 30, 20267 min read
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Security
Role-Based Access in CRM: A Practical Setup Checklist
Secure your CRM with module-level and action-level permissions, without slowing down team operations.
Mar 25, 20266 min read
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Customer Support
Support Ticket Resolution Playbook for CRM Teams
A structured way to assign, track, and resolve tickets faster while improving customer satisfaction and internal accountability.
Mar 21, 20265 min read
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Analytics
Which CRM Reports Founders Should Review Every Week
Focus on the right sales, support, and finance signals to make faster business decisions without dashboard overload.
Mar 18, 20264 min read
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