Month: July 2024

Searching for a replacement for Streak to utilize in Gmail. I tested Engagebay, Twenty, Monday, Copper, but none matched Streak's capabilities. As a freelancer, I prefer a straightforward solution …

I have searched through threads here and haven't found anything precisely on point for my needs, so making an OP to get some help. I'm a professional hypnotist, and …

Making data-driven decisions is easier said than done. In an ideal world, your decisions are driven by business insights. But how do you determine which business insights should shape …

I am looking for a CRM that will be aimed more at a B2C company than a B2B company. All the ones I've tested are focused on salespeople and …

Hello Everyone, Today I am going to share my thoughts on Access real-time data during Teams meetings. Let’s get’s started. When it comes to Microsoft Teams meetings, you can …

I’ve set up my own CRM in Notion which reminds me to make contact with people after a certain timeframe. I was wondering what frequencies people use – monthly, …

As we all are aware Microsoft has introduced Bulk Operation messages in the platform. Now we could use the same in our SSIS Package that uses KingswaySoft’s SSIS Integration …

Enterprise Resource Planning (ERP) offers many benefits to businesses. If you are running on a legacy ERP or a homegrown system and want to upgrade to a modern ERP, …

Tagging, Untagging, and Clearing Tags on many records at once in Dynamics 365 and Power Apps is just a few clicks away. Learn how! https://www.crmsoftwareblog.com/wp-content/uploads/Tagging-Multiple-Records-at-Once.mp4 Transcript This is Steve …

I tried Parma, seems OK, but a bit expensive for what they do. submitted by /u/fbrichs