Making a better CRM

Making a better CRM

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Note types, better logbook, live contact feed and desktop apps

Note types, better logbook, live contact feed and desktop apps

It’s time for another changelog and I'm excited to tell you about the latest improvements to Wobaka. We’ve got new note types, better logbook, auto-refreshing contact feed and more. Keep reading for more info, or head straight to Wobaka and try it out yourself. 🗂️ Note types

Introducing file uploads

changelog Featured

Introducing file uploads

We’ve got some great news to share! You can now upload files directly to your contacts! 🎉 Need to attach a design proof, proposal, contract, photo, or that one Excel sheet nobody can stop talking about? No problem. With contact file uploads, you can keep everything relevant to your contacts

CRM for creatives — Why every creative business needs a CRM

sales and marketing

CRM for creatives — Why every creative business needs a CRM

Running a creative business is hard work. Whether you’re a designer, developer, writer, photographer, or run a boutique agency, you probably juggle a dozen hats every single day. Between finding new clients, keeping current ones happy, and actually doing the creative work you love, it’s easy for things

Better tasks, mailbox extensions, shortcuts, and more

changelog Featured

Better tasks, mailbox extensions, shortcuts, and more

Happy New Year! We’ve been busy making Wobaka even better, and we’re excited to share what’s new. From smarter tasks to a little confetti, here’s everything we’ve added to make your experience smoother, faster, and just a little more fun. ✅ Better tasks: smarter, more human

How to create a CRM in Google Sheets (with templates and examples)

sales and marketing

How to create a CRM in Google Sheets (with templates and examples)

Creating a CRM (Customer Relationship Management) system is not just for big companies. Sure, some of the bigger systems out there are very enterprise focused. But there are also simple alternatives focused on small teams, like Wobaka. You can also DIY your own CRM—for free—using nothing more than

Better contact form, mailbox actions and more

changelog Featured

Better contact form, mailbox actions and more

It's time for another changelog for Wobaka. We’ve added a faster way to add contacts, made the mailbox email integration smoother with automated task reminders, and polished up forms to make them easier to use. Keep reading for more details below. ⚡️ Contacts quick add Need to add

The ultimate fundraising pipeline template for startups: A systematic approach

The ultimate fundraising pipeline template for startups: A systematic approach

As a startup founder, managing your fundraising process effectively can mean the difference between success and failure. A well-structured fundraising pipeline helps you track potential investors, maintain momentum, and close deals more efficiently. Here's a template tailored to help you organize your fundraising efforts. Pipeline template: Essential pipeline

How to customize your LinkedIn URL

sales and marketing

How to customize your LinkedIn URL

Looking to polish up your LinkedIn profile? A simple way to make it look sharper is by customizing your LinkedIn URL. Not only does it look clean and professional, but it also makes sharing your profile easier. Here's how you can do it in a few quick steps.

5 simple strategies to keep your business relationships strong

sales and marketing

5 simple strategies to keep your business relationships strong

Keeping business relationships on solid ground doesn't have to be complicated. A few straightforward strategies (and a simple CRM) can help keep things on track, whether it's staying in touch, following up, or just keeping your clients and partners happy. Here's a quick guide

High ticket sales: everything you need to know

sales and marketing

High ticket sales: everything you need to know

High ticket sales can seem intimidating, especially for founders and entrepreneurs without much sales experience. But with the right strategies, you can close big deals with confidence. Whether you're selling products or services, this guide will help you succeed with high ticket sales. What is high ticket sales?

What is feature-benefit selling (and why it works)

sales and marketing

What is feature-benefit selling (and why it works)

Selling today isn't just about listing a bunch of features and hoping people will be interested. Customers want to know how a product or service will actually make their lives better. That’s where feature-benefit selling comes in. In this approach, you don’t just talk about what

Introducing forms, tailored attributes and more

Introducing forms, tailored attributes and more

I'm super excited to let you know that forms are now available. We've also added support for tailoring what attributes are visible on contacts, auto forwarding to the mailbox, and more. Keep reading for more details and head over to Wobaka to check it out. 🥳 Forms,

Introducing mentions, and more!

Introducing mentions, and more!

We recently added the Logbook to make it easy to stay on top of things. We're now excited to announce mentions, making team communication sooo much better. And that's not all, we've also made improvements to statuses, pipelines and more. Keep reading for details,

Logbook, task notes and more!

Logbook, task notes and more!

I'm stoked to let you know what we've been working on recently. Last week we launched the Logbook which gives you a crystal clear overview of all the things that happens in your CRM. We've also added multi-line notes to tasks and some fancy

Sales vs. Business Development vs. Marketing

sales and marketing

Sales vs. Business Development vs. Marketing

It's easy to get lost in the jargon. Especially when it comes to sales, business development, and marketing. These terms are often thrown around interchangeably. Let's break it down in plain English, shall we? 🤝 Sales Sales is the heartbeat of any business. It’s all about

B2B Cold email subject lines

sales and marketing

B2B Cold email subject lines

Ever sent a cold email and wondered why it got lost in the digital abyss? We've been there too. In today's B2B sales game, the subject line is your golden ticket to getting noticed in a sea of emails. We’re here to share some killer

Cold call or cold email

sales and marketing

Cold call or cold email

Direct sales is an effective channel for startups and established businesses. For reaching out to potential clients or customers, two popular methods are cold calling and cold emailing. Both have their pros and cons. Understanding the differences between them can help you decide which approach is best for your business.

Better automations, tasks and notes

Better automations, tasks and notes

It's time for another changelog and I think many of you have been waiting for this one. You can now tag contacts and create tasks and opportunities in automations. And that's not all, you can now have all your todos in Wobaka as tasks no longer

Improved pipelines, better bulk actions and more

Improved pipelines, better bulk actions and more

We're off to a great start this year. February has just begun and I'm happy to announce that there's now a new, smooth way to keep your pipelines tidy and more kinds of bulk actions to manage your contact list. We've also

Company records

Company records

I'm super excited to announce that your most requested feature is now available. Dedicated company records are here. They act and look a little differently compared to ordinary contacts. But don't worry, company records works seamlessly with all your favorite features like pipelines, automations, custom attributes

Better contacts, analytics and automations

Better contacts, analytics and automations

I'm super excited to share the latest Wobaka updates with you today. Improved contacts view, analytics presets, better automation editor and more. Keep reading for details or head directly to Wobaka and try it out. 🥁 Contact owners and better editing You can now set an owner on each

Set your own contact attributes

I'm excited to announce that you can now set your own default custom contact attributes that will show up on all contacts, forms, etc in Wobaka. Read more about how to get started below 👇. ✨ Keeping it simple while allowing flexibility Don't worry. We're still

Email threads in automations

Email threads in automations

We've been working hard the past week to add support for email threads in automations. Today we're super excited to announce that email steps can now be sent as replies to previous emails, resulting in beautiful threads that delivers context to your recipient. Read more below,

New automation editor

New automation editor

We've just got back from vacation and are excited to let you know about our latest Wobaka update. A brand new automation editor that makes it simpler and more streamlined to create time-saving automations. Perfect for your email outreach, follow-up campaigns and more. ✨ Better editor layout New and

How to respond to an intro email

sales and marketing

How to respond to an intro email

Introductions over email can be a great way to connect with new people and discover opportunities. That said, replying can be a little bit tricky. How should you respond? Should you include the one who introduced you, leave them out completely, or something else? Let's look at some