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Jetpack CRM: An Overview and Review

Jetpack CRM: An Overview and Review

June 8, 2021 in WordPress | 3 comments

No matter what type of business you run, your contacts–whether they’re clients, customers, or companies you do business with–are your company’s lifeblood. To keep them happy and ensure revenue continues to come in, it’s a good idea to organize the information for each...

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WP ERP CRM: An Overview and Review

WP ERP CRM: An Overview and Review

May 29, 2021 in WordPress |

Companies are only as successful as their customers (or clients) are happy, and the only way to keep those customers satisfied is by staying on top of their needs. CRM software helps businesses organize and act on every phase of the customer journey, whether someone is just signing up for a...

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WP-CRM System: An Overview and Review

WP-CRM System: An Overview and Review

May 27, 2021 in WordPress | 1 comment

One-size-fits-all doesn’t work when it comes to the essential tools that run your business, perhaps especially when it comes to your Customer Relationship Management (CRM) software. Before you can choose the right CRM solution, you have to figure out what your customer relationship strategy is,...

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5 Tips for Getting the Most out of your CRM Software

5 Tips for Getting the Most out of your CRM Software

October 9, 2020 in Marketing |

Good CRM (Customer Relationship Management) software can help manage many aspects of a business, such as scheduling appointments, management through digital calendars, organizing contacts in easy-to-access databases, email marketing, project management, tracking activities of employees, providing...

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5 Top WordPress CRM Tools and Plugins

5 Top WordPress CRM Tools and Plugins

June 27, 2019 in WordPress | 11 comments

Customer Relationship Management (CRM) tools are one of the most helpful parts of your business. Being able to keep track of your customers, lead generation, contact history, and so much more is essential to running an efficient business. Especially an online one. However, you might not want to use...

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Microsoft Dynamics 365: CRM Overview

Microsoft Dynamics 365: CRM Overview

August 3, 2018 in Resources | 5 comments

If you’re running an online business of any kind, you have to stay organized. Between product sales, promotion, lead generation, and customer support (among a million other things), your business just can’t run if anything is out of place. Microsoft Dynamics 365 is a CRM with a focus on...

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Salesforce CRM: A Detailed Overview

Salesforce CRM: A Detailed Overview

July 23, 2018 in Resources | 12 comments

Salesforce is one of the oldest and most trusted CRMs out there. Customer Relationship Management software is pretty much necessary if you are going to do business online (especially at scale), and the Salesforce CRM is a staple of the industry. If you’re looking into setting your first CRM...

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HubSpot CRM: A Detailed Overview

HubSpot CRM: A Detailed Overview

March 31, 2018 in Resources | 5 comments

If you do any kind of online sales or marketing, you could probably benefit from a CRM. Short for Customer Relationship Software, even the name says why you’ll benefit from one. The reason I say any kind of sales or marketing is that HubSpot offers a free, full-featured version of their...

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