Client Management

Information contained in this post is based on publicly available documentation as of the most recent publish date. Products and

If you’re a WorkflowMax user, you’ve no doubt heard the news that Xero is retiring WorkflowMax in June 2024. This

Think fast! You’re walking to lunch and a social media influencer approaches you with a microphone. They ask you to

There are a lot of ways to share your thoughts about the products you use every day. You could write

Quotes are more than just a tedious requirement of the sales process — they’re one of the factors with the

In sales, your income relates directly to how well you use your time — if you’re not producing, you’re not

You might be great with numbers and enjoy combing through data. But a more likely scenario if you’re in professional

Time is your team’s most valuable asset and biggest resource. When billing hourly, you want accurate time tracking to charge

Working a 9-to-5 isn’t so cut-and-dry these days. Most businesses now need to factor in remote and hybrid teams and