Checklists in Activity Management

Checklists are useful when the completion of an activity requires more than one step. Each step can be created as a checklist item under...

5 New Year’s Resolutions for a Productive 2018

Goodbye 2017. Hello 2018. With the new year comes new resolutions that help improve our business productivity. You may have already listed your personal goals...

6 Expectations Your Customers Have No Matter The Size Of Your...

The relationship between your organization and your customers may be the most important aspect in the sustainability of your business. In order to facilitate...

3 Easy Steps for Producing the Best Leads Possible

“Leads” are the lifeline of your business. Without exploring the new opportunities, businesses can potentially lose out on great client relationships. Leads are the...

What Should Contractors Expect From a CRM?

One of the biggest misconceptions in the CRM space is that only Fortune 500 companies can afford to pay thousands of dollars per month...

6 Tips To Make Your Proposals More Effective

One of the most time consuming tasks of salespeople are proposals, which is the reason why so many proposals look unpleasing, uninspiring, or lack...

New: Enhanced Calendar View Now Displays Multi-day Events

We now have a new method to display calendar events that span multiple days. Use this feature to schedule vacations and easily spot overlaps. Here...