Resources

You can now transfer a pipeline item from one contact or company to another!

We have new custom currency fields! You can now make both contact and pipeline custom currency fields.

An outdated CRM is worse than having no database at all.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.

Now, whenever you enter a note retroactively, you also have the option to backdate that note to reflect its actual date.

We have two quick new additional tools to help you manage your team and your data more efficiently: group assignments and unsaved prompts!

Need help organizing your leads? Sales funnels let you track leads through all the stages of the sales process.

You can now duplicate any contact or company with a single click, without having to re-type information.

It's important to know how to cancel your CRM before you even sign up for an account because it often comes with stipulations you might not have anticipated.

A quick roundup of all the new features we launched this spring, and how to use them.

Repeat customers are an important part of any business, so it's good to show them how much you appreciate them.

A sales funnel helps us understand how people move from prospective to paying customers. And by paying attention to your sales funnel, you’ll end up with more sales overall.

A CRM is only as good as the information you put into it, but the last thing you want to do is put in junk data for the sake of data entry. If you're often in calls and need a quick way to organize your post-call notes, here are three methods to keep your notes useful and tidy.

Now whenever you assign a contact or company to another teammate, you can also assign the associated company or other contacts together without having to do two separate re-assignments.

We've just added two new features to LACRM to help you more easily choose contacts and users, and add contacts more quickly.

If you find yourself pulling up the same contact over and over in your CRM, now there's a way to find them easily without needing to search.

We just released the ability to limit who can see specific pipelines within your CRM. Here's now it works.

New year, new ways to stay organized! Here are some goals to set to help keep your LACRM account as efficient as possible in 2022.

Another year has come and gone; here's what 2021 was like for the LACRM team.

LACRM is designed to work for individuals as well as teams. Some of our tools are designed specifically for teams use for collaboration -- here's how to use them.

We just added a new, faster way to see all the information related to pipeline items in the CRM.

In a digital world, it's more important than ever to keep your data safe and secure. Here's a checklist to go through to make sure you and your team are doing the most to protect your data.

A collection of tutorials on how to cancel any CRM account, and any fine print you might miss.

We just gave you even more control over the permissions in the CRM.

As a small business, every dollar counts, and the last thing you want it to be overpaying for anything, let alone your CRM. So here are 5 things to keep in mind to make sure you are not paying too much for your CRM.

As a business or life coach (or any other kind of coaching, really), your clients trust you to give them the advice they need to improve and grow personally and professionally. The only way you can do that is if you know the full context of their life and business -- just what LACRM does best.