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Contact management

Here you’ll find a collection of posts covering contact management and practical insights on how you can organize your contact database to have more efficient business processes.

Custom Fields vs. Tags: How to segment your client database?

Carmel Granahan
July 16, 2024
5 min read

Lead Capture: Definition, Examples, and 8 Best Practices

Anastasia Chechkova
April 12, 2024
10 min read

What is lead enrichment? Maximizing your CRM data

Anastasia Chechkova
February 19, 2024
7 min read

How to find clients on LinkedIn: LinkedIn prospecting in 2024

Anastasia Chechkova
December 22, 2023
11 min read

18 Tips: How To Follow Up Effectively [+5 Email Templates]

Anastasia Chechkova
December 20, 2023
16 min read

Recruiting insurance sales agents: The power of a simple CRM

Anastasia Chechkova
December 11, 2023
5 min read

How a CRM helps attract and retain tax clients: A case study from L&J Tax

Anastasia Chechkova
December 6, 2023
6 min read

Customer segmentation: How to segment customers with tags

Anastasia Chechkova
August 11, 2023
4 min read

Customer Story: Using a simple CRM instead of Trello

Anastasia Chechkova
April 27, 2023
7 min read

Merge Import: An Easy Way to Update Your Contacts

Anastasia Chechkova
December 2, 2021
3 min read

Access Contact Details from Any Page with the Contact View Popup

Nadia Reckmann
July 8, 2021
2 min read

Relating contacts: Create relationships between contacts in your CRM

Nadia Reckmann
May 27, 2021
4 min read
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