Sales advice

Integrating a form speeds up any follow up process but for it to do that, your team needs a system. Here's how that can work.

Whether you're jotting down client details on sticky notes, typing in leads from a clipboard, or copy-pasting contact info from emails, all that input adds up. That’s where integrating a form into your CRM system becomes a game-changer.

As a small business owner, the holiday season can be one of the busiest—and most rewarding—times of the year. Keeping your schedule organized ensures smooth operations, happy customers, and time for yourself to enjoy the festivities. Here are five practical ways to prep your calendar and stay on top of the holiday rush.

Now's the best time to start planning for the holiday rush!

LACRM's new bulk actions tool lets you do make changes, updates, and create new items in one click. Here are some tips on when and how to use them.

Being prepared for a call lets you start the call with your best foot forward, but instead of doing all the research on your own, let your lead tell you about themselves in their own words.

Not all leads are created equal, and treating them as such can result in missed opportunities and wasted resources. To maximize your sales potential, it's essential to tailor your follow-up approach based on the warmth of each lead.

CRM installations fail when you don't end up using your CRM. Here's how to get yourself into the habit of doing it.

Being a solopreneur means you have full control over how your business is run, set your own schedule, and navigate zero internal bureaucracy. But working alone also stretches you thin, and you're limited to working within your skillset. So at what point should you hire your first employee?

Here's how small businesses can operate more efficiently by leveraging our lower expenses and overhead costs.

Today we'll talk more about the advantages small businesses have when it comes to being in a community that they actually know and love (and how you should leverage them!).

Get some inspiration for incorporating custom field sections into your workflow!

It's about time to talk about probably our most-used feature: LACRM's calendar. Here are some 🎩 lesser-known top tips!

Pipelines are one of the main tools that makes LACRM much more than just a spreadsheet or a contact list. Here are some bonus pipeline features you might not have known about.

Whether the concept of filtering for data is totally new to you or if you're already a pro, here are 3 tiers of data filtering you can try!

Updating or manually adding data into your CRM is not fun. So why not let your contacts help out by giving them a form to fill out easily?

Your contacts are already emailing you -- so send their details directly into LACRM with Zapier! Here are two things I have set up in Zapier that automatically sends info from my Gmail inbox to my LACRM account!

This is how Elias with HMCNH uses Zapier with LACRM to manage his bookings automatically, cutting out all the tedious data entry that was bogging his team down.

Learn how our Zapier integration can help managers and their teams!

Learn how our new integration with Zapier can help you spent less time on tedious data entry and more time making sales!

Here are some ideas on how to mix-and-match integrations to build your own network of software that work seamlessly with LACRM.

Blitz Sender's integration with LACRM allows you to automate emails based on where someone is in your pipeline.

Segmenting your contacts allows you to send more personalized follow-ups, which increases the likelihood of you reaching them. Here are 4 types of categories you can create.

What to look for in a CRM if you have a long sales cycle.

An outdated CRM is worse than having no database at all. A stale contact database could leave you missing out on new opportunities. Here's how to avoid that.