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AGPL · Open source219

Blog for the Agentic Open-Source CRM

Tips, updates and insights on AI agents that operate the CRM, the unified inbox across email, LinkedIn, WhatsApp, Instagram, and Telegram, n8n workflows, and building with an open-source CRM.

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Benjamin Wagner

Attio Pricing 2026: Plans, Seat Costs and Credits

Attio pricing checked 9 November 2026: free for 3 seats, then $35 or $79 per seat a month billed annually, $44 or $99 monthly. Credits and team costs.

AttioPricingCRM CostCRM Comparison
Benjamin Wagner

Sales Forecasting: Methods, Formulas and a Worked Example

Sales forecasting estimates the revenue a team will win in a period. Weighted pipeline, win rate and run-rate on one worked example, plus a CRM field map.

Sales ForecastingSales PipelineSales Process
Benjamin Wagner

What Is Key Account Management? Process, Plan, Examples

What is key account management? Choose key accounts with a scoring table, write an account plan, map stakeholders, set a review rhythm and track KPIs.

Key Account ManagementB2B SalesCustomer Management
Benjamin Wagner

Digital Rolodex: Options Compared and How to Start

What a digital rolodex should hold, how phone contacts, a spreadsheet, Notion, a personal CRM and a business CRM compare, and how to move your cards.

Contact managementAddress bookPersonal CRM
Benjamin Wagner

What Is a Sales Channel? Types, Examples, How to Choose

What is a sales channel? Direct and indirect types, B2B and B2C examples, a cost, control, speed and fit comparison, and how to track the channel per deal.

Sales ChannelsB2B SalesSales Strategy
Benjamin Wagner

Contact List Template: Free CSV Downloads

Download a blank contact list and a worked CSV example. Set up Excel imports, keep useful fields and give every customer follow-up an owner.

Contact managementTemplates
Benjamin Wagner

B2B Lead Generation Strategies for Small Teams

Choose B2B lead generation methods, qualify real demand and calculate your funnel. Includes a copyable worksheet and channel checks for small teams.

B2BLead Generation
Benjamin Wagner

MCP vs API: Compare the Same CRM Task

MCP vs API explained with a dated REST and MCP customer lookup and task example. Compare discovery, permissions, approvals and integration choices.

MCPAPIRESTCRM
Benjamin Wagner

n8n MCP: Routes and a Tested CRM Workflow

Choose the right n8n MCP route, then follow a dated n8n 2.45.5 customer lookup and duplicate-safe internal task example with explicit test limits.

n8nMCPCRM
Benjamin Wagner

Cold email templates: 4 first-contact examples

Four cold email templates with subject lines, reasons to reply, a selection table and a review checklist for individual B2B messages.

Cold EmailSales TemplatesB2B Sales
Benjamin Wagner

Sales Plan Template: A Filled 90-Day Plan and Excel + CSV

Download an editable sales plan template with a filled three-person service-team example, target-to-activity math, capacity checks, owners and review dates.

Sales PlanningTemplatesSmall Teams
Benjamin Wagner

Customer Segmentation: Types, Examples and Setup

Customer segmentation explained: the four types with B2B examples, ABC analysis by revenue, RFM and a worked setup with fields, views and charts in a CRM.

Customer SegmentationB2B SalesSales Process
Benjamin Wagner

Complaint Management: Process, Steps and CRM Setup

Complaint management explained: seven process steps, a triage and escalation table, complaint vs warranty claim and a small-team CRM setup with its limits.

Complaint ManagementCustomer ServiceCustomer Experience
Benjamin Wagner

Prospect vs Lead: Definitions, Stages and Examples

Prospect vs lead explained: what each term means, how contact, lead, prospect, opportunity and customer differ, and how to track the stages in a CRM.

Prospect vs LeadSales ProcessLead Management
Benjamin Wagner

Customer Acquisition Strategies for B2B, With CAC

Customer acquisition strategies for B2B: referrals, outreach, cold calls, content and events compared, CAC vs CPA with a worked example and US email rules.

Customer AcquisitionB2B SalesSales Process
Benjamin Wagner

HubSpot Pricing: What Each Plan Costs for 1, 3 and 5 Users

HubSpot pricing checked 1 November 2026: Free for 2 users, then $7, $90 or $175 per seat a month billed yearly. Team costs, onboarding fees and seat rules.

HubSpotPricingCRM CostCRM Comparison
Benjamin Wagner

Cold Calling Tips: B2B Scripts, Objections and Rules

Cold calling tips for B2B: prepare a call list, open in 30 seconds, handle objections, pick call times, check the rules by country and log every outcome.

Cold CallingB2B SalesSales Process
Benjamin Wagner

Customer Journey Stages: Touchpoints, Mapping, CRM Tracking

The five customer journey stages with B2B touchpoints, how a journey differs from the lifecycle and pipeline, a mapping method and how to track it in a CRM.

Customer JourneyCustomer ExperienceB2B Sales
Benjamin Wagner

What Is an MCP Server? Tools, Local vs Remote, Security

What an MCP server is and what it gives Claude, ChatGPT or Cursor: tools, resources, prompts, local vs remote, MCP vs API, risks and a real CRM example.

MCPModel Context ProtocolAI AgentsCRM
Benjamin Wagner

Zoho CRM Pricing: Editions and Costs for 1, 3 and 5 Users

Zoho CRM pricing checked 30 October 2026: free for 3 users, then $14, $23 or $40 per user a month billed yearly. Team costs, euro prices and billing rules.

Zoho CRMPricingCRM CostCRM Comparison
Benjamin Wagner

HubSpot MCP Server: Setup, Access and Limits

How the HubSpot MCP server works: the Claude and ChatGPT connectors, the MCP connector for other clients, the developer server, and the documented limits.

HubSpot MCPMCPAI AgentsCRM
Benjamin Wagner

Salesforce MCP: Hosted Servers, DX Server, Cost and Setup

Salesforce MCP explained: which server does what, how admins turn it on, what Flex Credits billing means, and when a CRM with built-in MCP is simpler.

Salesforce MCPMCPAI AgentsCRM
Benjamin Wagner

Claude CRM: How to Connect Claude to Your CRM

Claude reads and updates CRM records through MCP connectors. Which CRMs offer one, the setup steps, tool permissions and what Claude plus a CRM costs.

claude-crmclaude-codeMCPAI AgentsOpen Source
Benjamin Wagner

Salesforce Agentforce: What It Is, Pricing and Setup

Agentforce is Salesforce's AI agent platform. How the agents work, what Flex Credits, add-ons and Foundations cost, where Einstein fits and who it suits.

AgentforceSalesforceSalesforce EinsteinAI AgentsCRM Comparison

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