20 Free Contact Manager Software

contact manager features

While in a business, it is essential to organize data efficiently. For example, while following up with a customer, you should have all information in one place instead of searching it in different sheets. What … Read more

CRM software for CPA’s and Accounting firms

CRM software for accountants

What is CRM software for Accountants? CRM(Customer Relationship Management) software for accountants will help store all the client’s data, tax documents, and their conversations securely, which will improve the way you interact with your clients. … Read more

Understanding Marketing Automation Rules

Marketing Automation

Rules in CRM and Timesheet helps to set up conditional functionalities for various fields. The rules will help set up a condition for a particular field that will trigger another field based on the condition.. … Read more

Top 6 CRM Trends – 2022

Customer Relationship Management(CRM) is more about managing and improving customer relationships. CRM system is a technology that will help you deliver experiences and give your business an edge over competitors. It is essential to learn … Read more