Most small businesses don’t abandon their CRM because it’s bad software. They abandon it because using it becomes harder than not using it. The frustrating part is that this usually isn’t obvious at first. The CRM looks fine on day one. Problems show up weeks later...
Many businesses dealing with physical goods struggle because their manual inventory systems can’t keep up with day-to-day operations. Stock numbers change throughout the day, products move constantly, and teams make decisions based on information that is already...
Most law firms reach a point where their CRM stops keeping up. Maybe reports take too long to pull. Maybe workflows feel rigid. Or maybe you’re paying more every month but getting less flexibility. That’s usually when firms start looking beyond Clio — and Zoho CRM...
Executive Summary A London-based umbrella services provider manages payroll across multiple child companies, each with its own compliance requirements and payslip formats. Their existing process relied heavily on spreadsheets and manual entry, which created errors,...