Blog Resources
News, strategy, and features from the team at your favorite CRM.
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5 Business Tasks You Should Automate Next Year
Automating just a few core business tasks can help you stay consistent, save time, and stop losing valuable opportunities. Here are the 5 tasks every small business should automate year.
Getting Ready for Q4: CRM Strategies to Maximize Year-End Sales and Referrals
Finish the year strong! Use your CRM to re-engage past clients, automate holiday touchpoints, tighten your pipeline, and generate referrals so you can maximize Q4 sales and roll into Q1 with momentum.