Writing · Nº 041065 essays
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Ideas from inside the work. Explore technology, entrepreneurship, and the practice of building things that last.
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Clear filtersOperatingShould You Replace Your CRM and Invoicing With One Platform?Should you replace your CRM and invoicing with one platform? Yes, when the handoff between sales and billing is where your errors and delays live. Here is the test.OperatingStop Double-Entering Between Your CRM and InvoicingRetyping deals into your invoicing tool wastes time and creates errors. Here is how to stop double entry between CRM and invoicing by sharing one record.StrategyDoes Your Business Actually Need a Client Portal?A client portal cuts status emails and lost files, but only if clients use it. Here is how to decide whether your business actually needs a client portal.StrategyWhy Quote to Cash Should Live in One PlatformQuote to cash breaks when the quote, the project, and the invoice live in separate tools. Here is why keeping the whole cycle in one platform pays off.OperatingHow to Automate Recurring Invoices and Payment RemindersStop chasing payments by hand. Here is how to set up recurring invoices and automated payment reminders so cash comes in without you nagging clients.