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.

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

9 Practical Tips: How To Effectively Follow Up With Clients

Anastasia Chechkova
November 28, 2022
9 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

Pin Files to Contact: Eliminate the Search Time by Keeping Priority Attachments at Your Fingertips

Nadia Reckmann
July 8, 2020
4 min read

Split-Pane Action Stream View | A Powerful Update for Light-Touch Sales

Nadia Reckmann
August 14, 2019
4 min read

OnePageCRM – GDPR updates!

Carmel Granahan
May 25, 2018
4 min read

OnePageCRM – Getting ready for GDPR

Andrea Manning
May 1, 2018
5 min read

Updates to Contact view to save time and increase efficiency

Evelyn O'Donnell
March 7, 2018
3 min read
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