Tips and insights for service businesses

Running a dental practice today is about more than just cleanings and fillings. You're managing a full business—patients, front desk scheduling, billing, follow-ups, treatment plans, referrals, and reviews. And in the middle of all that, you're expected to build long-term relationships and keep the schedule full....

Let’s be real: if you’re a real estate agent, your day never really ends. You're juggling buyers, sellers, showings, listings, negotiations—and somehow, you're also expected to remember who needs a follow-up call, which lead went cold, and when that seller wants to list in three months....

Thinking of switching CRMs but terrified of losing your hard-won contacts? This guide walks you through the nine critical phases—planning, data cleanup, sandbox testing, and post-go-live hardening—so every record lands safely in its new home. Learn the pro tricks that keep pipelines intact, automate the heavy lifting, and turn migration day into just another (calm) line on your project plan....

At its core, a CRM system is just a way to manage your relationships with customers and leads in one organized space. It holds everything including contact details, emails, call notes, proposals, deals in progress and helps you stay on top of it all....

As a freelancer, staying organized and efficient is key to growing your business. This guide breaks down the 10 essential CRM features every freelancer needs—from contact management to invoicing—to help you streamline client relationships and boost productivity....