The IconicCRM Blog
The best project management blog for growing
your knowledge and skills
your knowledge and skills
OUR LATEST BLOG
13
Nov
The Benefits of CRM for Small Businesses: Is It Worth the Investment?
In today’s competitive business environment, customer relationships are more crucial than ever. A Customer Relationship Management (CRM) system can help small businesses streamline their interactions, enhance customer satisfaction, and drive growth. But for many small business owners, investin...
15
Nov
Understanding Assets in CRM Software: The Complete Guide
Assets in CRM software are valuable resources that represent the products, services, or resources a business provides to its clients. They play a crucial role in managing customer information, enhancing relationships, and ensuring streamlined service and maintenance. This article delves into t...
17
Nov
Understanding the Kanban Board in CRM Software: A Complete Guide
A Kanban board is a visual tool within CRM software that helps manage workflows by organizing tasks, sales processes, and customer interactions on a board with movable cards. This article explores the functionality, benefits, and practical tips for using Kanban boards in CRM to streamline oper...
19
Nov
Managing Finances in CRM Software: A Guide to Streamlined Financial Operations
CRM software is commonly associated with managing customer relationships, but many CRMs also include features for handling finances. These financial tools help businesses monitor revenue, track expenses, manage invoices, and improve financial visibility within the customer lifecycle. This arti...
21
Nov
Why Native Time Tracking is a Must-Have Feature in Modern CRM Systems
Managing customer relationships effectively involves more than just storing client information and tracking sales. For businesses aiming to maximize productivity and profitability, native time tracking within CRM systems is a game-changing feature. This article explores why integrating time tr...
23
Nov
Top CRM Platforms with Native Time Tracking Features
The ability to track time directly within a CRM system can greatly enhance productivity, improve project management, and simplify client billing. For businesses that rely on precise time tracking, choosing a CRM with built-in time tracking capabilities is essential. This ar...