CRM

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BidBook Construction CRM Review 2022

BidBook is a construction CRM application built on the Salesforce platform. This unified business organization tool enables sales, estimation, bid coordinators, and financial teams to manage processes from business development and pricing, to bid...

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How to Use a CRM for Project Management

Sales professionals use customer relationship management (CRM) software to keep track of their prospects and clients. It stores and organizes client information, sends reminders and automated emails, facilitates team communication, tracks performance, and generates...

Xero Integrations: Best CRM for Xero 2022

Xero is online accounting software for small businesses. Whether your business is starting, growing, or established, Xero helps companies simplify their everyday tasks like keeping records organized, automating invoicing and reporting, and making tax...