// the KissMySkills blog
AI CRM
How to get real work out of Claude, ChatGPT and AI agents: skills and prompts that work, tool comparisons, and how to run a CRM, SEO and dashboards with your AI. New posts every week.
Multiple Claude Accounts: How to Switch and Keep One Work History
Work, personal and client Claude accounts each keep their own chats, memory and Projects. How to switch between them in the browser, desktop app and Claude Code, and how to keep one share...
Claude Team Plan: Seats, Price and How to Share Project Progress
What the Claude Team plan includes, how it compares with Claude Pro, and how to give every seat's Claude one shared board so the team's progress lives in one place, not in each person's c...
How to Switch Between ChatGPT and Claude Without Losing Your Projects
ChatGPT and Claude keep separate memories, so switching between them loses where your work stands. Here is what each one remembers, how Claude Import Memory helps, and how to keep one sha...
AI CRM That Works Both Ways: You on the Board, Your Agent in Chat
Most AI CRMs bolt an assistant onto a classic interface. KMS AI CRM works both ways: you use a normal pipeline board, while Claude or ChatGPT read, write and reshape the same CRM through ...
Best Personal CRM: How to Keep Track of Your Network
What the best personal CRM should do, a simple setup with relationship stages and fields like How we met and Next touch, and example prompts to keep your network warm from Claude or ChatGPT.
HubSpot Alternative for Small Teams: An Honest Guide
When HubSpot is the right CRM, why small teams look for a HubSpot alternative, and which categories of HubSpot CRM alternatives fit which kind of team, from simple pipeline CRMs to agent-...
Best Free CRM for Small Business: What Free Really Means
What free CRM plans usually limit, a practical checklist for choosing a simple, easy to use CRM for a small business, and where the KMS AI CRM free plan honestly fits.
Google Sheets CRM: Free Template and When to Move On
A copy-ready Google Sheets CRM template with columns, dropdowns, and formulas, plus an honest look at when a spreadsheet CRM breaks down and how to move your rows into KMS AI CRM through ...
CRM for Insurance Agents: Build a Lead to Policy Pipeline That Tracks Renewals
What an insurance agent CRM should track, how insurance-specific and general tools compare, and how to set up a Lead to Policy issued pipeline with renewal reminders in 30 minutes.
CRM for Consultants and Coaches: A Simple Setup for One-Person Businesses
What a CRM for consultants and coaches should track, how the main options compare, and how to build an Inquiry to Renewal pipeline in 30 minutes, including from Claude or ChatGPT.
Property Management CRM Software: What You Need and What You Don't
How to choose property management CRM software, where platforms like Buildium and AppFolio fit, and how to build owner lead and tenant pipelines in 30 minutes.
Best CRM for Marketing Agencies: An Honest Guide to Agency CRM
What the best CRM for a marketing agency actually needs, how HubSpot, Pipedrive, Productive and KMS AI CRM are positioned, and how to set up an agency pipeline in 30 minutes.
How to run your CRM from Claude (and ChatGPT): 15 prompts that work
Connect a CRM to Claude or ChatGPT through MCP and manage leads, calls, your daily agenda and even the CRM setup by chat. Setup in three steps plus 15 prompts you can copy.
HVAC CRM Software: A Simple Pipeline for Contractors, Plumbers and Roofers
How to choose HVAC CRM software, how field service platforms compare with a lightweight AI CRM, and how to set up a contractor sales pipeline in 30 minutes.
Best CRM for Realtors: How to Choose and Set One Up in 30 Minutes
What the best CRM for realtors actually needs to do, how real estate CRM software compares, and how to set up a working pipeline from New lead to Closed in about 30 minutes.