Introduction A list with names, phone numbers, and buy information was what customer relationship management looked like in the early days of business technology. It was easy to use, worked well enough for its time, and was sufficient for businesses with a small client base. But as companies grew and competition heated up, it became…
Introduction Spreadsheets have been the standard way to keep track of sales, manage client information, and keep projects managed for years. Because they were easy to use, flexible, and accessible, small businesses and agencies that were growing couldn’t do without them. But as things moved faster in business, it became clear that spreadsheets had their…
Introduction One of the most important jobs for any business or service is lead handling. Getting leads is only the beginning; turning them into loyal customers takes careful planning. Unfortunately, a lot of companies still handle leads by hand, using files, separate apps, or contact tools that aren’t linked to each other. This often causes…
Introduction Many times, agencies get stuck under the weight of too many services, screens that are spread out, and processes that don’t connect. It can feel like there are too many tools to keep track of. There are email marketing platforms, SMS automation apps, reports software, and project management boards, to name a few. Each…
