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Practice Management

May 29, 2025May 25, 2025 by Deepa Kapoor
time off from busy schedule

Introduction: “Some of your best ideas come when you’re on vacation.”  – Gautam Singhania, CEO, Raymonds Group Leave policies are a valuable asset for businesses of all sizes.Studies have shown that employees with generous leave … Read more

Categories Contact Management, CRM, General, Practice Management, Products, Time Off Tags leave management, Paid time-off, PTO, time-off
May 2, 2025March 20, 2025 by Deepa Kapoor
issue-tracking-system

Are you tired of juggling between issues and losing track of important tickets? An efficient issue tracking software can be your lifesaver. Let’s uncover the benefits and features of top issue tracking tools. Table of … Read more

Categories CRM, General, Practice Management Tags issue tracking software, support desk
February 8, 2025June 14, 2024 by Deepa Kapoor
CRM for accountants

Gone are the days of scattered client information across spreadsheets and inboxes. A modern CRM (Customer Relationship Management) system acts as a central hub, securely storing all your client data – from contact details and … Read more

Categories CRM, Practice Management, Timesheet Software Tags accountants, CPAs, CRM software, time management
May 6, 2024 by Deepa Kapoor
segment contacts

Businesses collect a wide range of customer and prospect data, including contact information, files, supplier information, active customers, and potential buyers. Managing this data can be challenging, especially as businesses grow and their customer base … Read more

Categories CRM, General, Practice Management, Products Tags Contact Manager, CRM, CRM Tag, OfficeClip, Tags
April 29, 2024 by Deepa Kapoor
what is crm

As the saying goes, Instead of focusing on the competition, focus on the customer. This quote is valid for any business, especially in today’s competitive landscape. Customer experience is no longer a differentiator; it’s the … Read more

Categories Contact Management, CRM, Practice Management Tags CRM for small business, CRM software
April 16, 2024 by Deepa Kapoor
maximize-workplace-efficiency

Managing time and projects is critical for success in today’s fast-paced business environment. Without proper time management, project delays will lead to further business setbacks and losses. Surprisingly, implementing a time tracking software can save … Read more

Categories Practice Management, Products, Timesheet Software Tags employee time tracking software, Timesheet Software
April 2, 2024 by Deepa Kapoor
managing-customer-complaints

What is a Customer Complaint? Every business faces customer complaints regardless of industry or product quality. A customer complaint occurs when a product or service fails to meet the customer’s expectations. These complaints can arise … Read more

Categories Practice Management, Products Tags customer complaints, Issue Tracker, support desk
May 3, 2025February 23, 2024 by Deepa Kapoor
employee burnout

This blog article is a summary of a detailed article on: How to minimize Employee burnout? Employee burnout is a serious issue that can negatively affect employees and businesses. The article discusses the causes and … Read more

Categories General, Practice Management, Tips Tags employee burnout, Productivity, time management
January 12, 2024 by Deepa Kapoor
employee time management

Feeling overwhelmed by deadlines and to-do lists? Discover powerful time management strategies in this article and reclaim control of your day! Table of Content: What is Time Management and Why you need it? Statistics Time … Read more

Categories General, Practice Management, Products, Timesheet Software, Tips Tags Productivity, time management, time management tips
May 30, 2025December 15, 2023 by Deepa Kapoor

What is Productivity? Productivity is simply getting the most out of your time and effort. It’s about achieving your goals efficiently, whether at work or in your personal life. Here are some key points to … Read more

Categories CRM, General, Practice Management, Tips Tags Productivity, tools and tips
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