How to Use Notes for Communication and Collaboration
The main staple of effective CRM and job management software is the ability to keep track of communications with customers and collaborate with other team members. In our
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The main staple of effective CRM and job management software is the ability to keep track of communications with customers and collaborate with other team members. In our
Live reports are a key function of any effective CRM. The ability to see your data as it morphs from status to status gives you
It’s a shocking figure, but it’s also a reality revealed in a new study by Velocify. This figure, and others, are based on a study of Fortune
No matter your roofing company’s size, there’s one tool that can revolutionize your sales approach: Customer Relationship Management (CRM). With a CRM, your business can
While there might be a shortage of toilet paper in Venezuela (we’ll save that for another day), there certainly isn’t a shortage of people wondering
There’s a lot of fear out there. Without even talking about the instability of the economy, you can spend a lot of time worrying about
Every single company that wants to go anywhere needs to have a process. Your process, or workflow, is what moves the business along on a steady
Budgets allow you to calculate your job costs, determine overheads, track commissions, and see your profit margin on a job. The budgeting tool in JobNimbus
Simply put, a workflow is the ordered steps it takes to get a job done. Workflows usually consist of a list of steps called “statuses”
Our v1.16 update that came out just this week includes some very helpful tools to keep your workflow’s inertia. A huge part of many jobs is getting the
In our connected, social world, customers are more empowered than ever. Couple that with some fine competition in improved customer relationships and you’ve got a pretty high
Any CRM that’s worth its weight has to provide you the tools to manage your customer relationships. A big part of customer relationships these days
The main staple of effective CRM and job management software is the ability to keep track of communications with customers and collaborate with other team members. In our
Live reports are a key function of any effective CRM. The ability to see your data as it morphs from status to status gives you
It’s a shocking figure, but it’s also a reality revealed in a new study by Velocify. This figure, and others, are based on a study of Fortune
No matter your roofing company’s size, there’s one tool that can revolutionize your sales approach: Customer Relationship Management (CRM). With a CRM, your business can
While there might be a shortage of toilet paper in Venezuela (we’ll save that for another day), there certainly isn’t a shortage of people wondering
There’s a lot of fear out there. Without even talking about the instability of the economy, you can spend a lot of time worrying about
Every single company that wants to go anywhere needs to have a process. Your process, or workflow, is what moves the business along on a steady
Budgets allow you to calculate your job costs, determine overheads, track commissions, and see your profit margin on a job. The budgeting tool in JobNimbus
Simply put, a workflow is the ordered steps it takes to get a job done. Workflows usually consist of a list of steps called “statuses”
Our v1.16 update that came out just this week includes some very helpful tools to keep your workflow’s inertia. A huge part of many jobs is getting the
In our connected, social world, customers are more empowered than ever. Couple that with some fine competition in improved customer relationships and you’ve got a pretty high
Any CRM that’s worth its weight has to provide you the tools to manage your customer relationships. A big part of customer relationships these days