What are note @mentions in Flexie CRM

What are note @mentions in Flexie CRM

A @mention is a reference to someone or when someone is “mentioned“. In the context of note mentions it references users from a team in Flexie CRM. You can mention users in notes and the mentioned user will be notified with a web notification. Note mentions are used to draw attention of the mentioned person […] Read More
Cut the MiddleMan: Cogsworth direct Integration

Cut the MiddleMan: Cogsworth direct Integration

Cogsworth is an appointment scheduling app that makes it easy for your customers to schedule appointments with you. With Cogsworth you can synchronize your calendar and embed the booking form to your websites in order for your customers to book time with you. “The key is not to prioritize you what’s on your schedule, but […] Read More
Cut the MiddleMan: Google Forms direct Integration

Cut the MiddleMan: Google Forms direct Integration

Google Forms is a Google app form builder used for questionnaires and surveys to collect user information. This information is then automatically saved to a spreadsheet. Over the years Google Forms has undergone lots of improvements to allow third-party developers integrate tools and add features. One of the most important updates its the Intelligent Response […] Read More
What is Kanban view?

What is Kanban view?

Kanban is a very powerful tool for better visualization of projects and opportunities in a card-based view. Kanban is used widely in many industries that need to group and visualize projects depending on their workflow stages on their daily work. The concept was invented and used by Toyota to keep track of the production processes […] Read More
CRM and automation tools

CRM and automation tools

Customer Relationship Management (CRM) is a strategy of utilizing client information, exchanges and commitment for business openings, primarily, in deals, commerce and, to some degree, item advancement. Its point is to sustain a stable and beneficial association with clients. Primitive following strategies no longer make it in the present requesting, quick paced and multi-tasking work […] Read More
Digital Transformation and Entrepreneurship

Digital Transformation and Entrepreneurship

Traditional Entrepreneurship has been invaded with the digitally transformed business automation of our surroundings and there are no second thoughts about it. In order to survive and get the cutting edge advantage in this competitive era, businesses need to adapt to this abrupt and fundamental change. Long gone are the days where businesses relied on […] Read More
Customer Relationship Management Trends to Watch in 2019

Customer Relationship Management Trends to Watch in 2019

Popular CRM software features are set to evolve faster in 2019, than ever previously Traditional ways of collecting customer data face challenges posed by new legislation such as GDPR Changing social media trends may require customer relationship management to start switching emphasis from specific social media platforms. The Changing Face of Customer Relationship Management in […] Read More
Cut the MiddleMan: Calendly direct integration

Cut the MiddleMan: Calendly direct integration

Calendly is an easy-to-use scheduling appointment tool with a very elegant and intuitive user interface. As a Calendly user you can set the availability and allow invitees to schedule an individual appointment or a group appointment. Appointments may be different in nature, they may be an individual course, a consultation, a group webinar and so […] Read More
Build sales funnels with Flexie CRM

Build sales funnels with Flexie CRM

Sales Funnels have been at the top of marketing discussions for a long time and they will retain their importance because they do work very well. You could spend thousands of dollars to drive traffic to your site or product, with no guarantee that your visitors are willing to buy your products and services. A […] Read More
What is Inbound Marketing

What is Inbound Marketing

This topic has been on the table for quite a long time now and it’s still considered a trend that’s worth talking about. When it comes to marketing, all the possible techniques need to be taken into consideration if you want to reach your audience. As the later can be reached in so many different […] Read More
1 2 3 4