#client-management

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fromClickUp
2 days ago

10 Best Notion CRM Templates to Manage Clients and Sales

Notion CRM templates simplify customer relationship management by integrating all tools into one customizable space, making it easier to track leads, manage follow-ups, and close deals.
Productivity
fromHubspot
3 days ago

5 best CRMs for investment banking businesses in 2025

Investment banks face rapid market changes and growing client demands, increasing regulatory demands, and the need to manage intricate client relationships that traditional spreadsheets and generic tools simply cannot handle effectively.
E-Commerce
fromHubspot
6 days ago

5 best CRMs for HR businesses in 2025

CRM systems are essential for HR firms to manage client relationships effectively. They provide specialized features that streamline communication and improve workflow efficiency.
Business
Law
fromHubspot
1 week ago

5 best CRMs for legal businesses in 2025

Effective client relationship management in legal practices is essential and traditionally inadequate.
fromCreative Bloq
2 weeks ago

Don't design a logo before you do these 9 things

Careful planning and communication are essential for successful logo design.
fromClickUp
2 weeks ago

10 Best Acuity Scheduling Alternatives to Try in 2025 | ClickUp

Acuity Scheduling may limit growth for businesses, necessitating a transition to more adaptable scheduling solutions.
fromEntrepreneur
3 weeks ago

Being 'Nice' Almost Cost Me My Business - Here's What I Do Differently Now | Entrepreneur

When nice replaces clarity, it becomes dangerous. Nice masks the truth in soft language. It dulls useful tension. It delays discomfort and multiplies damage.
Business
fromClickUp
1 month ago

12 Free Client List Templates for Tracking Contacts in 2025

Just having satisfied customers isn't good enough anymore. If you really want a booming business, you have to create raving fans.
Marketing tech
fromClickUp
1 month ago

Free Client Onboarding Templates to Streamline New Client Experiences

Client onboarding templates streamline the onboarding process and prevent miscommunication.
They set clear expectations and keep both clients and teams organized throughout the onboarding journey.
fromEntrepreneur
2 months ago

How Saying 'Yes' to Everything Can Stall Your Growth | Entrepreneur

Saying 'no' strategically is crucial for business growth, especially as companies mature.
Marketing tech
fromClickUp
2 months ago

Free SEO Contract Templates for Professional Agreements

A clear SEO contract is essential for ensuring mutual understanding and protecting reputations in the ambiguous SEO industry.
Marketing tech
fromClickUp
6 months ago

10 Chili Piper Alternatives and Competitors in 2025 | ClickUp

Explore top competitors to Chili Piper for enhanced scheduling options in 2024.
Key features to consider include integrations, customization, pricing, and client management tools.
Agile
fromClickUp
2 months ago

10 Best Consultancy Software for Consultants in 2025 | ClickUp

Consultancy tools enhance productivity and help consultants manage multiple tasks effectively.
fromCurbed
2 months ago

How to Tell a Client Their Yoga Gazebo Just Got $10,000 More Expensive

Some of our clients are understanding the situation; some of them are just expecting us to eat the cost. It's very touchy.
NYC real estate
#freelancing
fromForbes
3 months ago
Media industry

How To Turn One Client Into 12 Months Of Passive Income In 2025

Freelancers should focus on building systems rather than isolated projects for sustainable income.
One well-executed project can lead to significant passive income over time.
fromClickUp
3 months ago

How to Create an Effective Cancellation Policy (Examples)

Cancellations and no-shows can significantly affect businesses, making a cancellation policy essential for managing client expectations and protecting revenue.
Mental health
fromClickUp
4 months ago

9 Free Client Intake Form Templates in Word & ClickUp

Custom intake forms enhance client understanding and project management.
Templates streamline the intake process, saving time while gathering essential information.
fromClickUp
4 months ago

Dubsado vs. HoneyBook: Find the Right CRM for Your Business

Dubsado and HoneyBook streamline business management for small business owners by automating admin tasks and client interactions.
fromClickUp
6 months ago

Top 10 Real Estate CRM Templates for Better Client Management

Managing real estate business operations requires balancing client relationships and closing deals faster; a CRM system can significantly improve these tasks.
Miscellaneous
Data science
fromClickUp
8 months ago

How to Create an Excel Database (With Templates and Examples) | ClickUp

Data management is essential for scaling businesses, regardless of size.
Excel can be a cumbersome tool for databases; alternatives like ClickUp offer better functionality.
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