Gathering leads is only half the battle. Once you’ve successfully gotten a new lead, you want to first do a bit more research into each one before immediately reaching...

Alicia Schneider | 10 min read

These days, the first place customers look at a car is online. Compared to walking into a dealership and interacting with a sales team, this makes it more challenging...

Alicia Schneider | 10 min read

Sending quotes might seem straightforward, but for a quote to turn into a sale, there’s a lot that goes on behind the scenes between creation, quote revision, and a...

Alicia Schneider | 10 min read

If you’re not tracking your customers’ data, you’re missing out on golden opportunities to surprise them with impeccable service. Whether you’re in the stages...

Alicia Schneider | 11 min read

With so much paperwork, documentation, regulations, and communication that goes into closing a mortgage, managing it all can be a challenge. If you’re a financial...

Alicia Schneider | 11 min read

Venture capital relies on strong relationships, efficient operations, and well-executed investment strategies. With high stakes and fast-paced decision-making, a CRM for...

Stephanie Trovato | 12 min read

One single invoice can take days to process. Once it’s received, data gets extracted, it’s verified with the right departments, goes through approval processes, and...

Alicia Schneider | 10 min read

A customer relationship management (CRM) system is an essential tool for any business that has to handle multiple customers, leads, and accounts. However, finding a CRM...

Alicia Schneider | 10 min read

Zoho CRM and HubSpot are two household names in the CRM world. And while they’re both solid CRM options, offering advanced features for companies to strengthen their...

Danielle Tawfik | 14 min read

Salesforce is an industry leader when it comes to customer relationship management (CRM) platforms, but is it the best option for every business? Zoho CRM has proven to...

Alicia Schneider | 11 min read

Retail success hinges on one key factor: understanding your customers. Managing customer data, streamlining sales processes, and delivering personalized experiences are...

Stephanie Trovato | 16 min read

Ready to revolutionize your law firm’s client management? Let’s explore CRMs for law firms. These powerful tools transform law firms’ operations,...

Stephanie Trovato | 18 min read

Consultants and consulting firms require customer relationship management (CRM) software to streamline their processes, improve client relationships, and ultimately grow...

David Hartshorne | 15 min read

For accounting firms, maintaining solid client relationships is key. That means staying in touch with clients throughout the year, not only during tax season. For firms...

Alicia Schneider | 10 min read

Managing an online store can be exhilarating yet overwhelming, especially when you’re drowning in customer data, juggling endless emails, and trying to personalize...

Stephanie Trovato | 14 min read

Property managers have a lot going on. From handling incoming inquiries from prospective tenants to handling maintenance requests from existing ones, and in some cases,...

Alicia Schneider | 12 min read

You wouldn’t use a set of walkie-talkies to communicate across your enterprise, so why would you use small business CRM software to manage its sales processes? CRM...

Rebecca Noori | 22 min read

Choosing the right CRM for your business can spell the difference between well-organized client accounts and nurtured leads to prospects falling through the cracks....

Alicia Schneider | 14 min read

As a recruiter, you’re managing tens, hundreds, or even thousands of applicants a month. If you don’t want to be the recruiter who’s ghosting candidates, ...

Rosanna Campbell | 7 min read

You’ve saved your customer contact forms, archived your email conversations, and sent your transaction data to your accounts team. What’s next? Some...

Rebecca Noori | 9 min read

Effective affiliate management is key to making your affiliate program work. And, given that affiliate marketing is involved in 16% of all the ecommerce sales in the US...

Rosanna Campbell | 10 min read