---
type: "Blog Category"
title: "CRM guides and articles | Roicool"
description: "CRM setup, automation and sales-marketing alignment, from form fill to closed deal."
url: "https://www.roicool.com/en/blog/category/crm"
lang: "en"
dateModified: "2026-10-20"
resource: "https://www.roicool.com/en/blog/category/crm"
alternates:
  tr: "https://www.roicool.com/blog/kategori/crm.md"
generated: { by: "process:roicool-cms", at: "2026-10-20T15:58:33.222Z" }
related:
  - { title: "Zehra Adaş, Managing Partner", resource: "https://www.roicool.com/en/team/zehra-adas.md" }
  - { title: "See the service", resource: "https://www.roicool.com/en/services/crm-consulting.md" }
  - { title: "How to choose a CRM: an 8-question decision guide for B2B companies", resource: "https://www.roicool.com/en/blog/how-to-choose-crm.md" }
  - { title: "Google Ads offline conversion tracking: tying CRM sales back to your ads", resource: "https://www.roicool.com/en/blog/google-ads-offline-conversion-tracking.md" }
  - { title: "CRM migration checklist: moving to a new CRM without losing data", resource: "https://www.roicool.com/en/blog/crm-migration-checklist.md" }
  - { title: "Zoho CRM setup, step by step", resource: "https://www.roicool.com/en/blog/zoho-crm-setup.md" }
  - { title: "What can you do with HubSpot's free CRM?", resource: "https://www.roicool.com/en/blog/hubspot-free-crm.md" }
  - { title: "What is Bitrix24, and who is it for?", resource: "https://www.roicool.com/en/blog/what-is-bitrix24.md" }
  - { title: "ICP", resource: "https://www.roicool.com/en/glossary/icp.md" }
  - { title: "RevOps", resource: "https://www.roicool.com/en/glossary/revops.md" }
---

# CRM

Articles on CRM setup, automation and sales-marketing alignment, from the moment a lead fills in a form to the moment it becomes a customer.

## Category editor

- [Zehra Adaş, Managing Partner](https://www.roicool.com/en/team/zehra-adas)

## Help with this topic

### CRM consulting

CRM selection, setup, migration and integration: manage the journey from form fill to closed deal in one system.

[See the service](https://www.roicool.com/en/services/crm-consulting)

## All posts (6 posts)

### How to choose a CRM: an 8-question decision guide for B2B companies

2026-10-20 · Zehra Adaş · A CRM selection method that starts from your business processes instead of a feature list, and accounts for total cost and adoption.

[How to choose a CRM: an 8-question decision guide for B2B companies](https://www.roicool.com/en/blog/how-to-choose-crm)

### Google Ads offline conversion tracking: tying CRM sales back to your ads

2026-10-20 · Furkan Coşkun · GCLID, enhanced conversions for leads and CRM integration, so you measure closed sales instead of form leads.

[Google Ads offline conversion tracking: tying CRM sales back to your ads](https://www.roicool.com/en/blog/google-ads-offline-conversion-tracking)

### CRM migration checklist: moving to a new CRM without losing data

2026-10-20 · Zehra Adaş · The steps of a CRM migration, from inventory and the mapping table to the test import and shutting down the old system.

[CRM migration checklist: moving to a new CRM without losing data](https://www.roicool.com/en/blog/crm-migration-checklist)

### Zoho CRM setup, step by step

2026-10-16 · Zehra Adaş · How to set up Zoho CRM in the right order, from choosing a plan and company settings to roles, automation, data import and reports.

[Zoho CRM setup, step by step](https://www.roicool.com/en/blog/zoho-crm-setup)

### What can you do with HubSpot's free CRM?

2026-10-16 · Zehra Adaş · What HubSpot's free CRM covers for up to two users and 1,000 contacts, where it falls short, and when it is time to move to a paid edition.

[What can you do with HubSpot's free CRM?](https://www.roicool.com/en/blog/hubspot-free-crm)

### What is Bitrix24, and who is it for?

2026-10-16 · Zehra Adaş · What Bitrix24 does, how its plans are priced, and which companies it suits: a CRM that also brings tasks, chat and customer channels into one workspace.

[What is Bitrix24, and who is it for?](https://www.roicool.com/en/blog/what-is-bitrix24)

## The key terms of this topic.

- [ICP](https://www.roicool.com/en/glossary/icp)
- [RevOps](https://www.roicool.com/en/glossary/revops)

Breadcrumb: [Home](https://www.roicool.com/en) › [Blog](https://www.roicool.com/en/blog) › CRM

Source: https://www.roicool.com/en/blog/category/crm · Last updated: 2026-10-20