BROSH's Tips and Insights
News, tips, and insights from the global cloud CRM leader for SMBs.
BROSH's affiliate program
Join BROSH's partner and affiliate program. Refer companies to BROSH CRM and earn generous recurring commissions.
How to Set Up an SPF TXT Record for BROSH Email
Add BROSH to your SPF TXT record with GoDaddy and other DNS providers. Keep existing senders, understand ~all vs ?all, and verify your email setup.
Free Business Card Scanner – OCR to CSV & vCard | BROSH
Scan business cards online for free with BROSH AI OCR. Review contact details and export to CSV for Excel or Google Sheets, or save contacts as vCard files.
Autonomous Prospecting Agent With BROSH AI CRM, Codex, and Claude
Build an autonomous prospecting agent with BROSH AI CRM, Codex or Claude, reusable skills, evidence-based qualification, controlled outreach, follow-up, and sales handoffs.
Advanced AI Customer Service Agent With BROSH AI CRM, Codex, and Claude
Build an advanced AI customer service agent with BROSH AI CRM, Codex or Claude, reusable skills, controlled ticket workflows, approvals, and human handoffs.
FREE INVOICE Scanner to excel, scan and generate CSV/Excel/Spreadsheet from your invoices, receipts and orders
Conver your invoices/orders/receipts into Csv / Excel / Spreadsheet file for FREE
AI Employees vs AI Assistants in CRM: What Growing Teams Actually Need
Learn why growing teams need AI employees for sales, support, marketing, content, prospecting, follow-up, enrichment, summaries, and CRM logging, not only generic AI assistants.
BROSH AI CRM vs HubSpot: Choose the CRM That Does the Work
Compare BROSH AI CRM with HubSpot and see why BROSH is strong for full AI employees, CPQ, e-signature, cross-object reporting, smart mass actions, deduplication, automation, Wix, iOS, and Android.
Why CRM Reporting Should Trigger Actions, Not Just Dashboards
See why CRM reporting should connect cross-object insights with smart mass actions, deduplication, bulk updates, dashboards, and operational follow-up.
Customer Commitments CRM: Keep Every B2B Promise on Track
Keep every B2B customer promise on track with clear CRM ownership, due dates, linked quotes and documents, early risk alerts, and accountable follow-up.
Customer Resolution CRM: Turn B2B Requests Into Trust
Resolve B2B customer requests faster with clear CRM ownership, document control, approvals, escalation rules, verified outcomes, and revenue-risk visibility.
Pricing Approval CRM: Send B2B Quotes Faster Without Losing Margin
Send accurate B2B quotes faster with CRM pricing rules, margin-aware approvals, version control, customer documents, and accountable follow-up.
Lead Qualification CRM: Prioritize B2B Buyers With Clear Evidence
Prioritize the right B2B buyers with clear CRM evidence, fair qualification gates, human review, owner routing, and timely sales follow-up.
Customer Expansion CRM: Grow B2B Accounts Without Losing Trust
Grow existing B2B accounts with customer evidence, stakeholder trust, quote approvals, documents, ownership, and a practical CRM expansion workflow.
Customer Onboarding CRM: Turn Signed B2B Deals Into First Value Faster
Turn signed B2B deals into first value faster with complete handoffs, kickoff readiness, customer documents, ownership, and practical CRM metrics.
Sales Forecast CRM: Build a B2B Pipeline You Can Trust
Build a trustworthy B2B sales forecast with verified stages, close dates, quotes, approvals, ownership, and practical CRM review metrics.
Invoice-to-Cash CRM: Stop Late B2B Payments Before They Start
Prevent late B2B payments by connecting quotes, purchase orders, invoice approvals, documents, ownership, and follow-up in one practical CRM workflow.
BROSH CRM OAuth2 & API Documentation
BROSH CRM OAuth2 API documentation. Integrate with REST API, authenticate, and perform CRUD operations on contacts, accounts, opportunities, now available for any object and data
Buying Committee CRM: Align Stakeholders and Close B2B Deals Faster
Keep every B2B decision-maker, approval, quote, document, and next action aligned with a practical buying committee CRM workflow.
Stalled Deal CRM: Rescue B2B Revenue Before It Slips Away
Spot stalled B2B deals early, fix quote and approval blockers, assign clear next actions, and recover pipeline momentum with a practical CRM workflow.