Tag

Financial year

2 articles tagged with "Financial year"

New Financial Year CRM Checklist: 5 Things Every Small Business Should Do in April

Five CRM tasks every UK small business should complete in April to start the new financial year with clean data, clear targets, and better reporting.

David White · 2 Apr 2026 · 6 min read

Preparing Your CRM for the New Financial Year

How to prepare your CRM for the new financial year with a practical checklist covering data cleanup, pipeline reviews, and goal setting.

Jonny Rowse · 15 Mar 2026 · 5 min read