Use CRM for a finance related company delivering services

koneqtAutomation, CRM, Remote Workforce, Software Development, Task Management

Are you tired of managing customer relationships manually? Do you want to streamline your internal processes and improve your sales and marketing efforts? If so, a customer relationship management (CRM) system may be the solution you’ve been looking for. A CRM can help you to centralize all of your customer information in one place, making it easy for your team … Read More

Worst way to manage tasks – use email?!

koneqtTask Management

task management

Ive seen over and over that many people use their emails in one way or another as tasks. These are things I see all the time. You have an important email coming in, drag it to an important folder or follow up folder to look at it later. 5 minutes later an email for a request from a client comes … Read More