All our potential clients (leads) live in our CRM. When you get a new lead — say someone filled our website form or you met a prospect at an event — your first step is to create a Lead entry in CRM (if i...

Our CRM has a built-in Proposals module which we use to generate our service proposals/quotes for leads. This is a powerful feature because it lets you create good-looking proposals (with our branding, images, etc.) and ...

Our CRM isn’t just for clients and sales – it also helps manage your tasks and to-dos so you stay organized. In sales, timing is everything, so use these features to keep on top of your workload: ...

Leverage email templates: Our CRM allows setting up email templates for common communications (check under Setup -> Email Templates). For example, a “Follow-up Email” template. While you should per...

To illustrate the flow, let’s say you closed a deal with Acme Tech for a $5k installation and $200/month maintenance: Proposal Accepted: They hit accept. Yay! Convert Lead...

Email is a staple of sales communication. Having go-to templates can save you time and ensure you’re sending effective messages for common scenarios. Below are versatile email templates for three key situations: a cold outr...

Common Lead Statuses New: A lead that has recently entered the system and hasn't been contacted. Contacted: A lead that has been contacted, whether by email...