Blog Resources

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

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Email or Text from the Contact List

2/1/21 2/1/21

Email or Text from the Contact List

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New look to Workflows when you click "Add a Step"

Jen Brown 1/29/21 Jen Brown 1/29/21

New look to Workflows when you click "Add a Step"

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White Label CRM Advantages

1/27/21 1/27/21

White Label CRM Advantages

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How Long Does It Take to Implement a New CRM? Part 2

Jeff Shamus 1/20/21 Jeff Shamus 1/20/21

How Long Does It Take to Implement a New CRM? Part 2

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Marketing Messaging vs Sales Messaging

Jeff Shamus 1/14/21 Jeff Shamus 1/14/21

Marketing Messaging vs Sales Messaging

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In Emails, Adjust Column Structure

12/28/20 12/28/20

In Emails, Adjust Column Structure

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Customize Your Account with Your Picture

12/21/20 12/21/20

Customize Your Account with Your Picture

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Mobile Email Updates

Jen Brown 12/21/20 Jen Brown 12/21/20

Mobile Email Updates

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How Long Does It Take to Implement a New CRM? Part 1

Jeff Shamus 12/17/20 Jeff Shamus 12/17/20

How Long Does It Take to Implement a New CRM? Part 1

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Special Events Tab Update

12/14/20 12/14/20

Special Events Tab Update

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How to Organize Your Time When You Need to Get Things Done

Jeff Shamus 12/14/20 Jeff Shamus 12/14/20

How to Organize Your Time When You Need to Get Things Done

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Listen, Do Da Da... Do You Want to Know a Secret?

Jeff Shamus 12/4/20 Jeff Shamus 12/4/20

Listen, Do Da Da... Do You Want to Know a Secret?

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How to Turn Leads into Customers - Part 2

Jeff Shamus 11/30/20 Jeff Shamus 11/30/20

How to Turn Leads into Customers - Part 2

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How to Turn Leads into Customers - Part 1

Jeff Shamus 11/4/20 Jeff Shamus 11/4/20

How to Turn Leads into Customers - Part 1

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Do I Really Need a CRM?

Jeff Shamus 10/28/20 Jeff Shamus 10/28/20

Do I Really Need a CRM?

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Reduce Churn with a Branded CRM

Jeff Shamus 10/26/20 Jeff Shamus 10/26/20

Reduce Churn with a Branded CRM

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All-in-One Software: Expectations vs Reality

Jeff Shamus 10/19/20 Jeff Shamus 10/19/20

All-in-One Software: Expectations vs Reality

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Delete Future Steps in a Workflow

10/15/20 10/15/20

Delete Future Steps in a Workflow

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What Is a Client Referral Tree?

Jeff Shamus 10/2/20 Jeff Shamus 10/2/20

What Is a Client Referral Tree?

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Should you use text messages in your customer communications?

Jeff Shamus 9/22/20 Jeff Shamus 9/22/20

Should you use text messages in your customer communications?

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