Blog Resources

News, strategy, and features from the team at your favorite CRM.

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80% Effort is Better Than 100%

Jeff Shamus 5/4/20 Jeff Shamus 5/4/20

80% Effort is Better Than 100%

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What Should I Pay for a CRM?

Jeff Shamus 4/29/20 Jeff Shamus 4/29/20

What Should I Pay for a CRM?

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Delay a Workflow Until a Date

Jen Brown 4/9/20 Jen Brown 4/9/20

Delay a Workflow Until a Date

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New Tag Icons

4/9/20 4/9/20

New Tag Icons

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Workflow Emails – Choose Who to Send From

Jen Brown 4/7/20 Jen Brown 4/7/20

Workflow Emails – Choose Who to Send From

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Leverage your CRM during COVID-19

Jeff Shamus 3/25/20 Jeff Shamus 3/25/20

Leverage your CRM during COVID-19

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Logic Added to Workflow Source

3/23/20 3/23/20

Logic Added to Workflow Source

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Coronavirus Email Templates

Jen Brown 3/22/20 Jen Brown 3/22/20

Coronavirus Email Templates

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AllClients Is Working Without Interruption

Jeff Shamus 3/17/20 Jeff Shamus 3/17/20

AllClients Is Working Without Interruption

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See Deals for all users

3/12/20 3/12/20

See Deals for all users

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Workflow Start Date

3/9/20 3/9/20

Workflow Start Date

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Phone Merge - Use Any Phone Field

3/2/20 3/2/20

Phone Merge - Use Any Phone Field

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Several New Email Templates

2/26/20 2/26/20

Several New Email Templates

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Text Usage Report

Jen Brown 2/20/20 Jen Brown 2/20/20

Text Usage Report

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New Workflow Search

2/13/20 2/13/20

New Workflow Search

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Workflows - Spot Errors Quickly

2/11/20 2/11/20

Workflows - Spot Errors Quickly

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Advanced Search

1/28/20 1/28/20

Advanced Search

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The Hidden Danger of Role-Based Email Addresses

Jeff Shamus 1/22/20 Jeff Shamus 1/22/20

The Hidden Danger of Role-Based Email Addresses

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New Email Templates

1/21/20 1/21/20

New Email Templates

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5 New Email Templates

12/18/19 12/18/19

5 New Email Templates

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