How To Track Relationships When You Don’t Have A CRM

In my last post, I described how to choose the best CRM for your firm. But what if a CRM just isn’t in the cards for you or your firm at the moment? Don’t fret. There’s actually a lot you can do without a CRM. But before we get into that, I want to share with […]

What’s The Most Appropriate CRM For Your Firm?

Let’s talk about a common question I get, “What’s the right CRM for my firm?” Many, many, firms don’t have a CRM. If you are one of those or you feel your CRM isn’t the best fit…don’t fret.  There are many options out there. And I have some advice for those looking to find the […]

3 Easy, But Powerful, CRM Hacks That Will Make Your Day

Can you make small adjustments to your CRM that result in big wins? Recently, I had the pleasure of putting together an educational session called, “Peek Into Our CRMs.” In this session, two SMPS members (Sharyn and Janine) joined me to share exactly how we use our CRM (Client Relationship Management) systems. It was three […]