Featured Functionality
-
Top 10 Business Management Software CRM Features in 2018
Published on: October 22, 2018
Read more about Top 10 Business Management Software CRM Features in 2018Business management software should make it easier to run your business, providing everything from a single point to access your contacts and lead information to task tracking to metrics that facilitate employee evaluations. That all sounds great, but with so many options out there, how do you find the best one? First and foremost, you […]
-
Collect & Accept Customer Payments From Clients By Credit Card & E-Check Through Your CRM
Published on: October 18, 2018
Read more about Collect & Accept Customer Payments From Clients By Credit Card & E-Check Through Your CRMAccepting Credit Card Payments and ACH from your clients just got way easier! You’ll no longer need to leave your CRM in order to process a transaction in a third-party system, and then come back to the CRM to make a note of it. Instead, you can now charge your clients right from the comfort of […]
-
Credit Card Payments: Enabling Authorize.Net
Published on: October 16, 2018
Read more about Credit Card Payments: Enabling Authorize.NetYour CRM enables you to accept credit card payments right from the lead. You can begin to process payments quickly and securely through our payments form that looks like this: To enable credit card payments, follow these easy steps: 1. Sign in to Authorize.Net, open the Account tab, and click API Credentials & Keys: […]
-
What Is the Best CRM for Startups Besides Salesforce and Hubspot?
Published on: October 16, 2018
Read more about What Is the Best CRM for Startups Besides Salesforce and Hubspot?Far too often, startups overlook the importance of having a CRM, believing that it’s a tool geared more toward larger businesses. But that couldn’t be further from the truth. At this point you should be familiar with the most common CRM’s in the market, so let us introduce you to an alternative to Hubspot and […]
-
What Is The Best Insurance Sales CRM Software For Brokers?
Published on: October 12, 2018
Read more about What Is The Best Insurance Sales CRM Software For Brokers?As an insurance broker, you need to have powerful tools right at your fingertips to move prospects through the pipeline, keep track of leads and contacts, and sign deals from anywhere with ease and convenience. Even more, the right CRM delivers a single solution that gives call-center representatives, brokers and agents access to customer details […]
