Benefits of Having CRM and Project Management in Single Platform

Posted on 7:57 am, April 25, 2019 by Vipul

How do we describe CRM? Most of the Companies strategy for managing their relationships and interactions with customers and potential customers is through CRM or Customer Relationship Management. A CRM (Customer Relationship Management) provides you with a platform for tracking your interaction and building relationships with your customer base. People usually refer CRM to a…

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Marketing Tips from CRM Experts

Posted on 4:02 am, April 24, 2019 by Vipul

  Every Marketing Personnel is always looking for different and unique ideas to make their work life easier. These days our customers are literally bombarded with all types of promotional emails and offer’s that spring out from every corner. Take a moment and think, in a day how many promotional emails you have received from…

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Top Must Have CRM Integrations To Improve Your Business

Posted on 2:11 am, April 23, 2019 by Vipul

With our busy schedule, it’s clear that we do not spend more time thinking about finding integrations to support our CRM to ease our day to day life. For many business people out there their smartphone’s calendar is the only integration they are aware of which can be on all of their electronic devices with…

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Creating the Right Workflow Strategy in Business Software

Posted on 11:04 am, April 10, 2019 by Todd Miner

When it comes to building out a business software system, we’ll look at the fields and data we capture, the automatic activities to perform, and the reports we want to generate at the end of the day. But… none of this will matter without the users performing their daily activities and inputting into the software….

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SaaS for Startups and SMB’s

Posted on 3:38 am, April 10, 2019 by Anand Narayanaswamy

For starters, I have been working in the IT industry for nearly 20 years, yet it was only in the last 4 years did I start working in SaaS platform for business solutions. I am not going to divulge into the pros and cons of cloud based application versus on-premise applications. The objective of this…

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How To Measure Email Open Rate And How To Increase Yours

Posted on 9:15 pm, January 10, 2019 by Grace Douglus

There is no denying that the application of email marketing as a prime medium of communication in business has brought about a significant shift in the way businesses operate. What’s the advantage? You get to interact with your customers from anywhere 24X7 without any barrier. Furthermore, email communication bridges the gap between customers and employees…

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What is CRM? Dummies guide to CRM in 2018

Posted on 10:24 pm, May 28, 2018 by Grace Douglus

So, you came across the term ”CRM” and you’re not sure what it means or you’re looking to implement CRM software in your organization and you’re not sure what to look for in a CRM software. Well, fear not! This guide is going to explain what is a CRM with example software and more importantly…

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Why a Unified Software Tool Is a Business Essential

Posted on 10:38 pm, February 13, 2018 by ivenkatesh

Without streamlined software, you’ll quickly find yourself in over your head. Think about the last time you went out to eat at a restaurant. You sit at the table and order your food. The server writes it down and goes to the back to input your order into the system, where the cooks in the…

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RELEASE NOTES FOR JUNE 17, 2017 – GENERAL, CRM & FINANCIAL MANAGEMENT

Posted on 2:50 am, June 22, 2017 by operations

product_relase_june17

We are happy to inform you that, on June 17, 2017 we have released an update that are significant, where you’ll find a complete list of changes below. The key switches in this update include: Global Search Dynamic Width in Kanban Sales Stage Activities in Paid Plans Views in Kanban Search & Select in Highlighting…

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