As your business grows, keeping track of customers in spreadsheets, scattered emails, and notes can get messy fast. You know it’s time for a CRM, but here’s the big question: Should you build a custom CRM from scratch or use an off-the-shelf solution like Zoho,...
The legal industry runs on details, deadlines, and documentation. Without the right system in place, client communication and case tracking can easily slip through the cracks. That’s where CRM (Customer Relationship Management) tools come in. A good CRM helps legal...
Managing a field service business is no small feat. From scheduling technicians to handling invoices and keeping up with customer needs, the day-to-day can quickly become overwhelming, especially if you're relying on spreadsheets, WhatsApp groups, or paper-based...
For UK consultants, small agencies, and professional services firms, choosing the right CRM is pivotal. You want a system that helps manage client relationships, automates lead flows, and integrates with the tools you already use. In this post we compare Zoho CRM and...