PinnedSteve ConwayTop Accounting CRM to Rely On in 2024The role of accounting CRM in the business cannot be undermined. It helps clients keep track of their customers across their lifecycle…4 min read·Apr 30, 2024----
Steve ConwayAre You using the Right CRM Platform?Most businesses narrow their focus on pouring money into advertising and marketing. But the CRM system gets little to no priority to help…5 min read·Apr 24, 2024----
Steve ConwaySecuring Customer Trust in the Age of AIIn the age of Artificial Intelligence where the fears of deep fakes reign supreme, customer trust seriously comes under question. It is…4 min read·Apr 19, 2024----
Steve ConwayTransforming Fintech with the Implementation of CRM SoftwareAccording to experts, the global Fintech industry is expected to reach $305.7 by 2023.5 min read·Apr 15, 2024----
Steve ConwayHow To Convert Leads Into Sales PipelineBelieve it or not, leads are perishable. After several hours of acquiring leads, they get cold if you do not follow up. Firms that connect…4 min read·Apr 15, 2024----
Steve ConwayAccess Quick Financing with Merchant Cash Advance CRM SoftwareNowadays there are many business process software that are coming up in the market, thanks to the advancement of technology that have…4 min read·Apr 12, 2024----
Steve ConwayDemystifying Marketing: A Comprehensive GuideMarketing. It’s a term thrown around constantly, from business news to casual conversations. But what exactly is marketing, and why is it…6 min read·Apr 10, 2024----
Steve Conway10 Best Accounting CRMs to Supercharge Your CPA Firm in 2024For CPA firms, client relationships are paramount. An Accounting CRM can be the key to streamlining communication, boosting operational…3 min read·Apr 9, 2024----
Steve ConwayDrive Customer Loyalty with a Seamless Payment ExperienceStudies show a clear link between smooth payment experiences and happy customers. In fact, over half of consumers (51%) reported a negative…3 min read·Apr 3, 2024----
Steve ConwayQuickbooks Integration in AI-Powered CRM: Challenges and PossibilitiesJuggling client data across spreadsheets and siloed systems is a nightmare for accountants and tax professionals. But thanks to the…5 min read·Apr 1, 2024----