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You may have heard the term ‘CRM’ float around. But what does it actually mean? CRM stands for “Customer Relationship Management [System]”. Simply put, it’s the software that you use to manage everything related to your customer and their experience. CRM is also a broader term used to refer to your management software as a...
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You know you need to get your business organized. You may have even researched some business management software options. Like us, you probably found some good options, but each one either doesn’t quite have all of the features you need or comes with extra features that you’ll never use. We’ve been there. That’s when we...
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Simply put, PandaDoc is a document management system. And it’s awesome. What is PandaDoc? I bet you didn’t know you needed a document management system. Imagine being able to collaborate with your clients on quotes, proposals, and contracts. Think Google Docs, where employees and clients can add notes, questions, and comments to branded documents. Every...
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Join the thousands of realtors, brokers, and agents that use Podio to manage properties and clients. With Podio, you can streamline your processes on the go using the Podio App. The best part: it’s free to get started. With Podio’s Real Estate App Pack, you can begin organizing your time, employees, clients, and properties. Simply...
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Boost your commerce sales and web presence by integrating Shopify with your existing system. Automated Accounting Information Simplify your data flow and cut down on human error by creating an automation that imports your online store’s revenue into your accounting software. Use the Quickbooks app in Shopify to automatically post your revenue from the sales...
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Automating your workflow can save you hours a day on clerical work.  What are automations? Simply put, automations are actions that your computer does instead of your employees. Are there any time-consuming, mundane tasks that eat up your employees’ time? Identifying these tasks is the first step in integrating automations into your workflow. Take a...
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After months of hard work, we are excited to announce our brand new website! Our goal for this new site is to provide a more in-depth explanation of our services and the benefits they provide. We also wanted a new platform to provide resources to our readers and clients. We hope you love the fresh...
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A new Google Docs phishing scam is making the rounds and is very well disguised. What is phishing? Phishing is the attempt to gain access to sensitive information through disguised sources. You may see this on Facebook from time to time (my grandmother falls for them hook, line, and sinker). Phishing attempts are usually easy...
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As a Citrix Preferred Partner, we have the advantage of using their products for our clients and our business. Here are three Citrix Products that we can’t live without: Podio It’s no secret that we love Podio. The customizable platform allows companies to build custom software with full system integrations for a fraction of the...
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