Skip to main content

Choosing an all-in-one CRM software for your business can be tough. You want to simplify sales, marketing, and customer service, but with so many options available, it can be challenging knowing which one will work best for you.

To help teams find their ideal CRM solution, I used my extensive experience in digital software to test and compare several all-in-one CRM options. Using in-depth reviews, I'll guide you through the selection process, so you and your team can get the best CRM software for your unique company needs.

Why Trust Our Software Reviews

We’ve been testing and reviewing CRM software since 2022. As revenue operation leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our CRM software review methodology.

Best All-in-One CRMs Summary

Tools Price
Keap From $249/month (billed annually)
Flowlu From $29/user/month (billed annually)
Vtiger From $30/user/month (billed annually)
TeamWave From $39/month
1CRM From $13/user/month (billed annually)
BlueCamroo From $21/user/month
Capsule From $18/user/month (billed annually)
WORK[etc] From $78/user/month
LeadMaster CRM From $25/month
Apptivo From $20/user/month
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

Compare Software

How to Choose an All-in-One CRM

As you work through your unique software selection process, keep the following points in mind:

  • Scalability: A CRM should grow with your business. For startups and expanding companies, it's important to choose a CRM that can handle an increasing number of customers and sales data without compromising performance. For instance, a small business might start with basic CRM functions but as it grows, it may need advanced features like sales forecasting or marketing automation.
  • Customization: Every industry has its own set of requirements. A CRM that offers extensive customization options allows businesses to tailor the software to their specific processes and workflows. For example, a real estate firm might need custom fields for property listings, while a healthcare provider might require secure note-taking capabilities for patient interactions.
  • Integration Capabilities: The ability to integrate with existing systems is vital. A CRM that can seamlessly connect with email, calendar, accounting, or customer service software can streamline operations. Consider a retail business that uses an e-commerce platform; integration with their CRM can provide a unified view of customer interactions from various channels.
  • User-Friendly Interface: Adoption rates are higher when the CRM is easy to use. A user-friendly interface ensures that employees can navigate the software efficiently, which is particularly important for teams with varying levels of tech-savviness. For example, sales representatives can quickly log calls or update deal statuses if the CRM interface is intuitive.
  • Reporting and Analytics: Data-driven decision-making is key to business success. A CRM with strong reporting and analytics features can provide insights into sales trends, customer behavior, and campaign effectiveness. For a marketing team, the ability to track the ROI of their campaigns directly within the CRM can be invaluable.

Best All-in-One CRMs Reviews

Check out my comprehensive reviews that dissect the strengths and weaknesses of leading all-in-one CRM solutions. Here are the detailed feature breakdowns and real-world applications to determine which tool aligns best with your business needs.

Best for client management automation

  • 14-day free trial + free demo available
  • From $249/month (billed annually)
Visit Website
Rating: 4.2/5

Keap is an advanced CRM solution focused on automating client management for small businesses. It's recognized as best for client management automation because it simplifies and automates client interactions, ensuring consistent follow-ups and efficient task management.

Why I picked Keap: Keap's exceptional automation features are tailored for small business client management. Its standout capability to automate client-related tasks sets it apart from other CRM software. Additionally, the software provides a powerful set of tools that facilitate the nurturing of client relationships with minimal manual effort.

Standout features & integrations:

Features include CRM functionalities, email marketing, marketing automation, sales pipeline management, contact management, appointment scheduling, invoicing and payments, lead capture, landing pages, reporting and analytics, customizable templates, e-commerce integration, mobile app access, automation workflows, and customer segmentation.

Integrations include QuickBooks, WordPress, Zapier, WePay, Zoom, BigCommerce, Shopify, JotForm, and Mailchimp.

Pros and cons

Pros:

  • Extensive integration options with popular business tools
  • Direct business phone line included
  • Advanced client management automation capabilities

Cons:

  • Initial setup and learning may require more time and resources
  • Higher starting price point compared to some competitors

Best for financial management

  • Free trial + free plan available
  • From $29/user/month (billed annually)
Visit Website
Rating: 4.8/5

Flowlu is an all-in-one business management software designed to streamline various business processes. It offers tools for project management, CRM, invoicing, financial management, and collaboration, helping teams to improve productivity and efficiency.

Why I picked Flowlu: Flowlu provides an advanced suite of tools that cover invoicing, expense tracking, and financial reporting. It allows businesses to manage their budgets, forecasts, and cash flows effectively, providing real-time insights into financial health, which is vital for businesses that prioritize financial oversight.

Standout features & integrations:

Features including project management, CRM, invoicing, expense tracking, financial reporting, budgeting, cash flow management, collaboration tools, task management, time tracking, automated billing, payment tracking, detailed financial analytics, and customizable workflows. 

Integrations include PayPal, Stripe, QuickBooks, Xero, Zapier, Google Drive, Google Calendar, and Google Contacts.

Pros and cons

Pros:

  • Comprehensive project and task management tools
  • Extensive integration options
  • Advanced financial management features

Cons:

  • Potential learning curve for new users
  • Higher starting price point

Best for one-view customer management

  • 15-day free trial + free demo available
  • From $30/user/month (billed annually)
Visit Website
Rating: 4.3/5

Vtiger CRM simplifies customer management by consolidating data across various touchpoints. It excels in providing a comprehensive customer view, enhancing team alignment and efficiency.

Why I picked Vtiger: Vtiger centralizes customer data from sales, support, and marketing, providing teams with a unified customer view. This is important for businesses aiming to maintain a complete understanding of their customer interactions and histories. Additionally, Vtiger's intuitive interface and customizable modules cater to various business needs, improving efficiency and productivity. 

Standout features & integrations:

Features include a unified customer view, sales automation, marketing automation, a help desk, and project management tools. It also offers email marketing capabilities and insightful analytics to track customer engagement and team performance.

Integrations include Mailchimp, PayPal, QuickBooks, Dropbox, Office 365, Google Apps, Zapier, Twilio, and ClickDesk.

Pros and cons

Pros:

  • Wide range of native integrations
  • Extensive feature set for end-to-end customer management
  • Centralized customer data for a unified view

Cons:

  • Potential complexity due to extensive features
  • Higher costs for small businesses

Best for affordability

  • Free trial available
  • From $39/month
Visit Website
Rating: 4.4/5

TeamWave provides an all-in-one solution for managing CRM, projects, and HR tasks, designed to streamline business operations and enhance collaboration within small to medium-sized enterprises.

Why I picked TeamWave: TeamWave combines CRM, project management, and HR functionalities in one unified platform. This integration enables businesses to handle various aspects of their operations seamlessly, fostering better collaboration and efficiency across teams. It's an ideal choice for businesses that need to synchronize workflows and data across departments without the complexity of managing multiple disparate systems.

Standout features & integrations:

Features include project management, CRM, time tracking, sales pipeline management, collaboration tools, contact management, task management, file sharing, calendar integration, reporting and analytics, customizable workflows, and mobile access.

Integrations include Google Workspace, QuickBooks, Mailchimp, and Dropbox.

Pros and cons

Pros:

  • User-friendly interface that simplifies adoption and daily use
  • An integrated system that combines CRM, project management, and HR functionalities
  • Affordable flat rate for unlimited users, which is cost-effective for growing businesses

Cons:

  • Some users report occasional slow updates and customer support response times
  • Limited customization options may not meet the needs of businesses with more specialized processes

Best for customization options

  • 30-day free trial
  • From $13/user/month (billed annually)
Visit Website
Rating: 4.3/5

1CRM is an all-in-one CRM platform that streamlines business management across various functions. It's best for customization options, offering a flexible environment to tailor the CRM to specific business needs.

Why I picked 1CRM: 1CRM distinguishes itself through its extensive customization capabilities, which are essential for businesses looking to adapt their CRM system to their unique operational needs. Its strong set of tools that empower users to modify modules, design unique PDF forms, and edit screen layouts to fit their specific requirements.

Standout features & integrations:

Features include its ability to provide a highly customizable CRM experience, with tools such as a module designer, PDF form designer, and a drag-and-drop layout editor for screens. The platform also offers sales automation, project management, and customer service functionalities.

Integrations include QuickBooks, Xero, WordPress, Magento, Authorize.net, Google Apps, Outlook, Thunderbird, iOS, Android, and Zapier.

Pros and cons

Pros:

  • Wide range of native integrations
  • A comprehensive suite of business management tools
  • Extensive customization capabilities

Cons:

  • Additional costs for on-premise deployment
  • Minimum user requirements for some plans

Best for workflow automation

  • 14-day free trial + free plan available
  • From $21/user/month
Visit Website
Rating: 5/5

BlueCamroo is a versatile platform that combines CRM, project management, and customer support. This tool is best for workflow automation, offering customizable processes to improve efficiency and reduce manual work.

Why I picked BlueCamroo: BlueCamroo is celebrated for its strong approach to managing business operations, particularly its focus on automating workflows, which can significantly reduce the time spent on routine tasks. The software not only automates tasks but also ensures that all parts of the business are interconnected, allowing for smoother transitions between different stages of customer and project management.

Standout features & integrations:

Features include its CRM capabilities, project management tools, and customer support functionalities. It also provides a social network scout and email marketing within its suite.

Integrations include HubSpot, Google Drive, PayPal, Slack, Gmail, Google Workspace, Dropbox Business, OneDrive, and FreshBooks.

Pros and cons

Pros:

  • Includes social media and email marketing tools
  • Emphasis on automating and streamlining workflows
  • Unified platform for various business functions

Cons:

  • Less active user community
  • Steep learning curve

Best for ease of use

  • 14-day free trial + free plan available
  • From $18/user/month (billed annually)

Capsule is renowned for its simplicity and ease of use, making it a favored choice among small to medium-sized businesses.

Why I picked Capsule: Capsule's straightforward and intuitive interface simplify the management of customer relationships without sacrificing functionality. This user-friendly approach is ideal for businesses looking for a CRM that can be quickly implemented and easily mastered by all team members, helping to improve efficiency and focus on building stronger customer connections.

Standout features & integrations:

Features include contact management, task and pipeline management, and sales forecasting. It also supports customization options like custom fields and tags to adapt to specific business needs. 

Integrations include G Suite, Microsoft Office, Mailchimp, Xero, and Zapier.

Pros and cons

Pros:

  • Competitive pricing with a useful free tier for starters
  • Flexible customization options to tailor the CRM to specific business processes
  • User-friendly interface that requires minimal training

Cons:

  • Limited reporting capabilities compared to more advanced CRM systems
  • The feature set might be too basic for larger businesses or those with complex CRM needs

Best for service businesses

  • From $78/user/month

WORK[etc] streamlines the complexity of running a service business by combining CRM, projects, billing, and support into one platform. It excels in catering to service businesses with its advanced approach to managing client lifecycles.

Why I picked WORK[etc]: WORK[etc] offers users a unique ability to unify essential business functions that are important for service-oriented companies. It distinguishes itself from other CRM software by providing a singular solution for the multifaceted needs of service businesses, including client projects, support, and billing, which is vital for maintaining high-quality service delivery.

Standout features & integrations:

Features include project management, CRM, invoicing, time tracking, help desk, collaboration tools, task management, reporting and analytics, mobile access, customization options, sales pipeline management, and resource allocation.

Integrations include Google Workspace, QuickBooks Online, Xero, Outlook, Evernote, and Box.

Pros and cons

Pros:

  • Free trial available to evaluate the platform
  • Native integrations with popular business tools
  • Comprehensive integration of CRM, projects, billing, and support

Cons:

  • Potential performance issue with larger datasets
  • Complex setup process

Best for sales tracking

  • Free trial available
  • From $25/month

LeadMaster CRM offers advanced tools designed for streamlining sales, marketing automation, and customer relationship management. 

Why I picked LeadMaster CRM: LeadMaster offers advanced CRM capabilities that integrate both sales and marketing automation within a single platform. This integration is essential for businesses looking to streamline their lead management, sales tracking, and marketing campaigns in one centralized system. Additionally, the software succeeds in providing real-time data and actionable insights, making it an invaluable tool for businesses aiming to enhance their customer engagement and sales productivity.

Standout features & integrations:

Features include lead management, sales forecasting, email marketing, marketing automation, and detailed reporting and analytics. Additionally, it offers workflow automation and a customizable dashboard to suit various business needs. 

Integrations include Outlook, Google Calendar, and QuickBooks.

Pros and cons

Pros:

  • An effective lead management system that enhances lead capture and follow-up
  • Customizable features and dashboard to fit business-specific processes
  • Integrated sales and marketing tools within one platform

Cons:

  • May require training to fully leverage all available features
  • Initial setup and customization can be complex and time-consuming

Best for integrated business apps

  • 30-day free trial + free demo available
  • From $20/user/month

Apptivo provides a versatile suite of business applications designed to cater to various organizational needs, from customer management to financial reporting. 

Why I picked Apptivo: Apptivo offers a well-rounded and integrated suite of business applications that cater to a variety of business functions such as CRM, project management, and financial operations. This integration across multiple features enables seamless operations within a single platform, making it ideal for businesses looking to consolidate their software tools and streamline processes.

Standout features & integrations:

Features include CRM, project management, invoicing, expense tracking, contact management, sales pipeline management, email marketing, help desk, time tracking, task management, document management, supply chain management, reporting and analytics, customizable workflows, and mobile app access.

Integrations include Google Workspace, Office 365, Slack, PayPal, Stripe, QuickBooks Online, Xero, Dropbox, RingCentral, and WordPress.

Pros and cons

Pros:

  • Strong integration capabilities with major business tools
  • Customizable platform that can be tailored to specific business needs
  • A comprehensive suite of business applications from CRM to financials

Cons:

  • Advanced features and integrations are only available in higher-priced plans
  • May require a learning curve due to its vast array of features

Other All-in-One CRMs

Below is a list of additional all-in-one CRMs that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.

If you still haven't found what you're looking for here, check out these tools closely related to all-in-one CRMs that we've tested and evaluated.

All-in-One CRM Selection Criteria

The criteria for choosing an all-in-one CRM software should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:

Core Functionality: 25% of Total Weighting Score

  • Contact management
  • Sales automation
  • Marketing automation
  • Customer service and support
  • Reporting and analytics

Additional Standout Features: 25% of Total Weighting Score

  • Innovative features (AI)
  • Third-party integrations
  • Unique automation features
  • Adaptability
  • Mobile applications and support

Usability: 10% of Total Weighting Score

  • Intuitive interface design
  • Customization
  • Accessibility
  • Visual data presentation

Onboarding: 10% of Total Weighting Score

  • Comprehensive training materials
  • Interactive learning tools
  • Implementation support
  • Ongoing education

Customer Support: 10% of Total Weighting Score

  • Responsiveness
  • Multiple support channels
  • Knowledge base
  • Community engagement

Value For Money: 10% of Total Weighting Score

  • Transparent pricing
  • Scalability
  • Free trial or demo
  • Return on investment

Customer Reviews: 10% of Total Weighting Score

  • Overall satisfaction
  • Reliability
  • Feature set
  • User recommendations

By focusing on innovative features, seamless integrations, efficiency-boosting automation, adaptability, and robust mobile support, you can ensure that the CRM you select will enhance your overall productivity and growth.

Staying on top of growing developments in all-in-one CRMs can help businesses leverage the full potential of their CRM investments. Here's what's on the horizon in the coming years:

  • Integration with AI and Machine Learning: All-in-one CRMs are increasingly embedding AI and machine learning to predict customer behavior. This trend allows for more personalized customer experiences and smarter sales forecasting. It's important because it automates complex decision-making processes.
  • Enhanced Mobile Functionality: The shift towards mobile-first CRM interfaces is becoming more pronounced. Sales teams can access full CRM capabilities on the go, improving responsiveness and productivity. This trend is vital for businesses prioritizing agility and remote work.
  • Voice Technology Integration: Voice technology is being integrated into all-in-one CRM platforms. Users can interact with their CRM using natural language, streamlining data entry and retrieval. This is interesting for its potential to make CRM interactions more intuitive and efficient.
  • Increased Emphasis on Data Privacy: CRMs are focusing more on built-in data privacy and compliance features. With growing data protection regulations, this trend ensures businesses meet legal standards effortlessly. It's important for maintaining customer trust and avoiding legal repercussions.
  • Social Media Integration: All-in-one CRMs are offering deeper social media integration. This allows businesses to track social interactions and integrate them into the customer's profile. It's progressive because it acknowledges the role of social media in modern customer engagement.

By staying informed about the latest trends, businesses can adopt innovative solutions that enhance customer relationships and operational efficiency.

What is an All-in-One CRM?

An all-in-one CRM is an advanced software solution designed to manage a company's sales, marketing, and customer support activities within a single platform. The software serves as a central hub for tracking interactions with prospects and customers, managing sales pipelines, and executing marketing campaigns.

Features of All-in-One CRMs

When considering an all-in-one CRM, it's important to look for features that streamline your business processes, enhance customer relationships, and drive sales. These features should not only save time but also provide deep insights into your customer base and internal operations. Here are the most important features to look for:

  • Contact Management: This feature is essential for organizing contacts and personalizing customer interactions. It allows businesses to maintain detailed records of customer information, enabling more targeted and effective communication.
  • Workflow Automation: Automating routine processes helps businesses save time and resources, allowing employees to focus on more strategic activities.
  • Marketing Automation: This feature enables businesses to automate repetitive marketing tasks, track campaign performance, and optimize strategies based on data-driven insights.
  • Customization: Customizable features ensure that the CRM can adapt to unique business processes, providing a more personalized and effective solution.
  • Third-party Integrations: Integrations allow for seamless data flow between systems, enhancing overall efficiency and productivity.
  • Customer Service: This feature helps businesses provide timely and personalized support, improving customer satisfaction and loyalty.
  • Employee Tracking: Tracking employee performance can help identify strengths and areas for improvement, leading to better management and productivity.
  • Task Management: Effective task management ensures that projects are completed on time and resources are allocated efficiently.
  • Social Media: This feature helps businesses engage with customers on social platforms, enhancing brand presence and customer relationships.
  • Lead Management: Effective lead management helps convert prospects into customers by tracking and optimizing the lead journey.
  • Real-time Data: Access to real-time data ensures that businesses can make timely and accurate decisions based on the latest information.
  • CRM Analytics: Analytics tools help businesses understand their customers better, allowing for more targeted marketing and improved customer service.
  • Reporting: Detailed reports provide insights into business performance, helping to identify trends and make informed strategic decisions.
  • Pipeline Management: Visualizing the sales pipeline helps businesses track progress, identify bottlenecks, and optimize the sales process.
  • Sales Forecasting: Accurate sales forecasting allows businesses to anticipate demand, allocate resources, and set realistic goals.
  • Email Features: Effective email management helps businesses maintain consistent and professional communication with customers.
  • Mobile CRM: Mobile access allows employees to manage customer relationships and business processes on the go, enhancing flexibility and productivity.
  • Quote and Order Management: Simplified quote and order management improves accuracy and efficiency, reducing the risk of errors and delays.
  • Dashboard: A centralized dashboard provides a comprehensive view of business performance, enabling quick and informed decision-making.
  • Data Storage and Security: Secure data storage ensures that customer and business information is safe from unauthorized access and breaches.
  • Chat Integration: Integrated chat features improve collaboration and communication within the organization, enhancing team efficiency.
  • Testing Environment: A testing environment lets businesses experiment with changes without affecting live data, ensuring stability and reliability.
  • Vendor Support and Training: Ongoing support and training ensure that businesses can maximize the benefits of their CRM investment.
  • Artificial Intelligence: AI capabilities help businesses automate routine tasks, provide personalized customer interactions, and gain deeper insights into customer behavior.

These features are the backbone of a strong all-in-one CRM system, providing the tools necessary for businesses to cultivate strong customer relationships, optimize their operations, and stay ahead in a competitive market. Each feature plays a pivotal role in the successful implementation and utilization of CRM software, ensuring that businesses can maximize their investment and drive growth.

Benefits of All-in-One CRMs

When considering the adoption of a CRM system, it's important to look at both the pros and the cons to know if its truly right for you. Here are some of the primary benefits that users and organizations can expect from an all-in-one CRM solution:

  • Centralized Customer Data: By centralizing customer information, an all-in-one CRM ensures that every team member has access to the same data, leading to better coordination and personalized customer interactions.
  • Enhanced Communication: This software facilitates improved communication channels within teams and with customers, leading to increased clarity and more effective collaboration.
  • Automated Workflows: Automating routine tasks with an all-in-one CRM saves time and reduces errors, allowing staff to focus on more strategic activities that drive business growth.
  • Comprehensive Analytics: With built-in analytics tools, businesses can easily measure performance and make data-driven decisions to optimize their sales and marketing strategies.
  • Cost Efficiency: By consolidating multiple tools into one platform, organizations can reduce software costs and the complexity of managing different systems, leading to a more streamlined budget.

For organizations considering an all-in-one CRM, these benefits highlight the potential for improved efficiency, better customer relationships, and a stronger bottom line. The integration of various business functions into a single platform not only simplifies the technology stack but also empowers teams to deliver exceptional customer experiences with ease.

Costs & Pricing of All-in-One CRMs

All-in-one CRM platforms typically offer a range of plans to cater to different business sizes and needs, from small companies to large enterprises. Below is a detailed table outlining the common plans and prices for all-in-one CRM software to help you get an idea of what your CRM solution could cost.

Plan Comparison Table for All-in-One CRMs

Plan TypeAverage Price (per user/month)Common Features
Free$0Email marketing, autoresponders, email broadcast, sequences, lead grabbers, CRM, and live chat
Basic$12 - $15Email templates, web pop-ups, landing page builder, lead scoring, SMS marketing, and basic CRM features
Standard$20 - $35Marketing automation, site messaging, broadcast A/B testing, custom domain, and advanced CRM features
Pro$50 - $65Unlimited contacts, advanced marketing automation, web analytics, proposal analytics, and role management
Enterprise$75 - $100+Extended CRM feature set, increased storage, advanced customization options, and dedicated support
A breakdown of plan types, costs, and features for all-in-one CRM.

Understanding the costs and pricing of all-in-one CRMs is crucial for making an informed investment decision. Consider both immediate expenses and long-term benefits to ensure the chosen solution supports your growth and operational needs effectively.

All-in-One CRM FAQs

Here are some common FAQs I’ve received about all-in-one CRMs:

How does an all-in-one CRM differ from a traditional CRM?

Traditional CRM systems typically focus on a single aspect of customer relationship management, such as sales force automation, contact management, or customer service. An all-in-one CRM, on the other hand, encompasses a broader range of features and tools designed to cover multiple facets of a business’s operations. It provides a unified platform for sales, marketing, customer service, and sometimes even more, reducing the need for multiple, disparate systems and ensuring that all customer-related data is centralized and accessible.

Can an all-in-one CRM be customized to fit specific business needs?

Yes, most all-in-one CRM systems offer a degree of customization to fit specific business needs. This can range from simple custom fields and layouts to more complex workflow rules and integrations with other software. The level of customization will vary by CRM provider, so it’s important to assess the flexibility of a system before making a decision.

Is it difficult to migrate to an all-in-one CRM from another system?

The difficulty of migrating to an all-in-one CRM from another system depends on several factors, including the complexity of the existing system, the amount and type of data to be transferred, and the capabilities of the new CRM. Many CRM providers offer migration tools and support services to assist with the transition. Proper planning and execution are crucial to minimize disruptions during the migration process.

How does an all-in-one CRM integrate with other business software?

An all-in-one CRM typically offers integration capabilities with various business software, such as email platforms, social media, accounting software, and enterprise resource planning (ERP) systems. These integrations allow for seamless data flow between systems, eliminating data silos and improving overall operational efficiency. The extent of integration capabilities can vary, so it’s important to verify that the CRM can integrate with the specific tools your business uses.

What kind of support can I expect with an all-in-one CRM?

Support offerings for an all-in-one CRM can vary by provider but generally include a range of options such as online resources, training materials, customer support hotlines, live chat, and email support. Some providers may also offer dedicated account managers, on-site training, and professional services for additional fees. It’s important to consider the level of support your business will require and ensure that the CRM provider can meet those needs.

What's Next?

To stay up to date on all the latest from our subject matter experts, don't forget to subscribe to our newsletter.

Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.