Free Tools & Resources

Free CRM & Sales Tools

Free tools, templates, and guides to help you manage your customer relationships, improve follow-ups, and close more deals.

Assessment

Email-to-CRM Scorecard

Answer 10 quick questions to see if you need a CRM, shared inbox, helpdesk, or better inbox workflow.

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Checklist

CRM Hygiene Checklist

Keep your CRM clean and accurate with this comprehensive hygiene checklist.

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Template

CRM Spreadsheet Template

Free Google Sheets CRM template to get started tracking your contacts and deals.

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Guide

CRM Switching Pack

Everything you need to evaluate, migrate, and switch to a new CRM successfully.

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Generator

Email Signature Generator

Create professional email signatures for your team in minutes.

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Assessment

Follow-Up Audit

Analyze your follow-up process and identify what's slipping through the cracks.

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Templates

Follow-Up Library

Copy-paste follow-up email templates for every stage of your sales process.

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Guide

Gmail & Outlook CRM Integration

Learn how to integrate your CRM with Gmail and Outlook for seamless workflow.

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Guide

Inbox Triage SOP

A standard operating procedure to process your inbox efficiently every day.

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Calculator

LTV Calculator

Calculate your customer lifetime value (LTV) and LTV:CAC ratio with industry benchmarks.

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Playbook

Outbound in the Inbox Playbook

A complete playbook for running outbound sales directly from your inbox.

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Calculator

Response Time Calculator

Measure and improve your email response times to close more deals.

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Guide

Shared Inbox vs CRM vs Helpdesk

Compare shared inbox, CRM, and helpdesk solutions to find what fits your team.

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Ready for a CRM that does the work for you?

Stop using spreadsheets and manual tools. Ralivi automatically tracks your deals, detects cold leads, and tells you exactly who to follow up with.