Software

Ever felt like you were stuck in a cycle of setting up a CRM system… only to abandon it weeks or even days later? You’re not alone. In this blog, you’ll find 7 practical steps to avoid the CRM abandonment cycle and create a CRM system that really works for you.

There’s a dizzying array of CRM systems available, and a wide variety of features to choose from. This guide will help you prioritise which features you need, so you can find the best fit CRM system for your business.

A client portal can be a great way to make your clients’ lives easier whilst working with you, and give them confidence that you’re fully in control of your processes and systems. But what should you consider when choosing which client portal software to use?

Google Calendar has changed a default setting so events are only automatically added if you ‘know’ the person. What does this means for appointment bookings?

People are always very willing to offer software recommendations on social media. But as every business and every business owner is different, follow these tips to get the best recommendations.

Customer support can make or break how you feel about a piece of software. So before you take the plunge with a new system, use these 4 tips to figure out how good the customer support is going to be.

Is ‘update CRM’ sitting on your To Do list? When your business is just you, it’s easy to keep putting off those non-urgent tasks. In this post I suggest 3 ways to make it easier to update your CRM system.

All your business buddies are loving that new, shiny piece of software, but how do you know if it’s right for your small business? Use these 5 steps for a thorough review.

With thousands of CRM systems to choose from, deciding which one to use can feel overwhelming. This handy guide takes you through 4 types and helps you choose one that is right for you.