Articles

Testing out your lead and onboarding automation sequence. Create a fake client and test yohr workflow. Then test again.

Onboarding your clients can be automated and still get them off to a great start. You should set up an onboarding process.

How to automate your invoices and payment process. I like to get paid, I don't like the hassle that goes with it. So I've created a workflow

Automating your pre and post sales calls. Ideally, you should be paying attention to the call and not fiddling around on the PM tool.

An integration connects two or more apps based on triggers and actions... Integrations are for every business, big or small.

There are many apps out there than can help you boost your business and give you a more professional look. Here's a compilation.