by Leo Kabbara | Sep 2, 2021 | Integrations, News
Setting up and organising meetings can be stressful and challenging. It can take days for any headway to be made on scheduling the meeting, and when you finally get to the call some platforms can be temperamental. Some features can take time to set up, and the call...
by Leo Kabbara | Aug 26, 2021 | Integrations
Switching back and forth between your tabs and windows can waste time, especially if you’ve got a lot of tabs; it’s easy to get your process and workflow interrupted by switching over applications. Streak aims to make your CRM workflow uninterruptable by...
by Leo Kabbara | Aug 26, 2021 | Integrations
As a financial professional, your clients are the most important part of your business. Managing professional client relationships is a must, and for businesses of all sizes, this can sometimes be challenging. With Ortto you see the full picture for each client with...
by Leo Kabbara | Aug 26, 2021 | Integrations
If you’re a smaller business accounting can be on the more difficult side of jobs to get done, but with Xero it’s easy and quick, letting you get back to providing the products or services you can. With CatchApp Bookings, you can combine the ease of...
by Leo Kabbara | Aug 26, 2021 | Integrations
As a financial professional, your clients are the most important part of your business. Managing professional client relationships is a must, and for businesses of all sizes, this can sometimes be challenging. With Wealthbox you see the full picture for each client...
