Using the right tool for the job can make life a lot easier, and fundraising is already hard enough without having to push that boulder uphill. Customer relationship management (CRM) software isn’t ...

How many times have you invested in a CRM, only to abandon it a few months later? You’re not alone. Most mortgage pros give up because they skip one crucial step: having a clear plan. Here’s how to ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Holistic, cross-channel communications are more important and necessary than ever, in a world where engagement goes both ways. This means that whenever possible, it’s best to avoid single-channel ...