Blog Resources
News, strategy, and features from the team at your favorite CRM.
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Unlocking Efficiency: Introducing Boards in Your CRM Software
Discover the power of Boards to streamline your workflows and boost your sales.
Your First Steps into the World of AI: A Beginner's Guide
AI is here to help! Discover 3 easy ways to use AI to simplify your life and boost your productivity.
Why Bother with Notes in Your CRM?
Discover how simple notes can transform your CRM into a relationship-building powerhouse.
Overcoming Common CRM Challenges: A Guide for Small Businesses
This guide will help you overcome common CRM hurdles and maximize its benefits.
My Secret Weapon Against Stress
Learn how to declutter your mind and prioritize your workload, so you can tackle your day with confidence.
Boost Your Brand with Custom Headers and Footers
Elevate your email marketing game by creating professional, branded emails with custom headers and footers.
Why Monthly Client Check-Ins Are a Must
Discover how to leverage the power of email marketing to keep your brand top-of-mind and generate more leads.
Summer of Referrals: Winners Announced
We're excited to announce the winners of our Summer of Referrals drawing.
Add a Note When a Contact is Transferred
NEW FEATURE: The system will automatically log the changes when a contact is assigned or re-assigned to another user.