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  • Photo of Mark Midlick
  • Photo of Matthew McKinlay
Tana Systems Lab: Exploring CRMs

There’s no one-size-fits-all CRM. Some people track clients + deals, some track friends + follow-ups, and some just need a simple way to remember who they met, where, and what matters.

In this first Systems Lab session, we’ll walk through a few real CRM styles built in Tana, from lightweight to powerful, and tease out the patterns that make them work.