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CRM

February 9, 2025April 15, 2022 by Deepa Kapoor
to do list templates

Are you handling too many tasks at one time? Are you worried about how to prioritize them, not sure when the deadline is? Then using the To do list templates will solve most of your … Read more

Categories Contact Management, CRM, Practice Management, Tips Tags task management software, tasks, to do list templates
April 7, 2022 by Deepa Kapoor
managing proxy

A proxy is a person giving authority or power to a specific person to act on their behalf. Businesses have a specified workflow or guidelines which everyone needs to follow. In the absence of one … Read more

Categories Contact Management, CRM, General, News, Products, Timesheet Software, Tips, Uncategorized Tags proxy, Timesheet, timetrackingsoftware
March 16, 2022 by SK Dutta
using filters for contacts

Filters are an easy way to group or sort contacts. This grouping will help to extract only a particular set of contacts required for: Gathering a particular information Sending campaigns, newsletters, invoices Leads analysis Customer … Read more

Categories Contact Management, CRM, Practice Management, Products Tags contacts, CRM, crm filters, filters
February 25, 2022 by Deepa Kapoor
Calendar management for events

Scheduling and planning goes a long way in organizing your personal and official work. Planning and managing things properly will create a smooth workflow for the day. Instead of using spreadsheets or emails for every … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Calendar Management, contact management solution, Events, organizer
January 4, 2022 by Deepa Kapoor
Detailed customer information

In today’s fast-paced world, it is impossible to remember every customer, their details, or past communication with them. When a team is working on leads or prospects, everybody needs to have access to detailed information … Read more

Categories Contact Management, CRM, Products Tags Contact Manager, CRM
December 2, 2021 by Deepa Kapoor
mobile-application

Mobile is the perfect example of what is enabling economic growth in the technology section. – Max Levchin As the above quote says, mobile apps and technology are all over the place. Today mobile apps … Read more

Categories Contact Management, CRM, Timesheet Software Tags CRM, mobile app, Mobile CRM, mobile timesheet app, Timesheet
October 29, 2021 by Deepa Kapoor
setting up workflow

What is Workflow Automation? There are specific repetitive tasks that need to be performed daily. This kind of manual work takes up a lot of employees’ time and is prone to errors. These daily tasks … Read more

Categories Contact Management, CRM, Practice Management, Products Tags Contact Manager, CRM, drip marketing, workflow automation
November 12, 2024September 17, 2021 by Deepa Kapoor
customer support

  An efficient follow-up strategy is crucial to increase sales and boost revenue. Follow-up with existing customers will help to sell more, consequently follow-up with leads will increase conversion and referrals. Follow-up is not only … Read more

Categories Contact Management, CRM, Products Tags call list, CRM, customer, follow ups
June 7, 2021 by Deepa Kapoor
Managing time with tasks

OfficeClip has introduced an advanced track time feature for its Task manager. Tracking time for each task will help the employee give an insight into how effective they are while at work and will help … Read more

Categories CRM, Practice Management, Products, Timesheet Software Tags tasks, tracktime
May 14, 2021 by Deepa Kapoor
Share information via Customer portal

“The goal as a company is to have customer service that is not just the best but legendary.” Sam Walton, – Walmart In today’s world, the main aim of businesses is to keep their customers … Read more

Categories Contact Management, CRM, Products Tags CRM, customerportal, shareinformation
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