Looking for something? Search for: Client data collection: Get what you need without the headacheMarch 10, 2025 - by Drazen Vujovic Do you find it hard to get the right information and files from your clients? Check out this post to learn how to improve your client data collection process.Client answers: How to get them as quickly as possible?October 18, 2024 - by Drazen Vujovic Are you struggling to get timely answers from your clients? Don’t worry — we’ll discuss a few practical tips on how to overcome this hurdle.Accounting newsletters for clients: 7 tips to make them workOctober 14, 2024 - by Drazen Vujovic Not sure how to approach your accounting newsletter for clients? Check out this post to see some practical tips on how to make the most of it.How to wow new clients: 8 proven methods (with examples)October 10, 2024 - by Drazen Vujovic Would you like to leave a lasting impression on your new clients? This post will show you proven ways to do so along with real-life examples.30 real estate closing gifts that will wow your clientsSeptember 24, 2024 - by Drazen Vujovic Would you like to strengthen client relationships with a nice goodbye present? If yes, check out this list of 30 real estate closing gift ideas.20+ customer success statistics that will inspire you to boost your CX August 17, 2024 - by Sylva Sivz Discover key customer success statistics that highlight the importance of a positive customer experience and will inspire you to enhance your CX.How to create a CRM questionnaire (examples included)August 6, 2024 - by Drazen Vujovic CRM questionnaires can cover different aspects of your business. In this post, we’ll discuss three common options and show you how to create questions for each.Top 5 real estate client portal solutionsJuly 18, 2024 - by Drazen Vujovic Looking for a client portal for your real estate agency? Check out the analysis of our five favorite options.How to increase client engagement (5 ideas)July 12, 2024 - by Sylva Sivz Discover 5 different ideas on how to increase client engagement if you run a professional services business of any size.Choosing a mortgage broker CRMJune 28, 2024 - by Drazen Vujovic Discover common features of mortgage broker CRM systems and compare 3 market alternatives.5 ways to improve the client experienceJune 27, 2024 - by Drazen Vujovic Discover why investing in your client experience can bring you a competitive advantage and learn 5 ways you can start improving your client experience right away.Client collaboration portal: Best options for different use casesJune 26, 2024 - by Drazen Vujovic Looking for a reliable client collaboration portal? In this post, we’ll show you some of the best platforms across different industries and use cases.CRM for law firms: Which one is the best?June 17, 2024 - by Drazen Vujovic If your law firm is having a hard time managing client relationships, legal CRM software might be of great help. We’ll show you some of the best options in this field.Getting more client-centric with real estate technology May 20, 2024 - by Sylva Sivz Discover how modern real estate technology can help you solve common industry communication challenges and improve the client experience.How to keep track of clients’ information: Top tools and tipsApril 22, 2024 - by Drazen Vujovic Are you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process. The etiquette of writing a professional client termination letter February 23, 2024 - by Sylva Sivz Figure out what to say in a client termination letter to ensure a professional exit and use our letter template to save time. 5 things your client wants from their accountantNovember 7, 2023 - by Steve Ash Read this post to learn how to exceed your clients’ financial needs and build stronger client-accountant relationships.How Content Snare makes holiday season a breezeNovember 6, 2023 - by Steve Ash Still not ready for the holiday season? Read this post to learn how Content Snare can help you gather information from your clients on timeClient offboarding checklist: Say goodbye with styleOctober 8, 2023 - by Drazen Vujovic Watching your client go is never a good thing, but it doesn't have to end on a sour note. Check out our client offboarding checklist that ensures you bid farewell with finesse and professionalism.5 benefits of using a client management system in accountingOctober 1, 2023 - by Drazen Vujovic Can't handle the ever-growing workload in your accounting practice? Read on to see how a client management system can help you out.How to streamline your workflow with automated email remindersSeptember 21, 2023 - by Drazen Vujovic Do you frequently send reminder emails to your clients? If yes, read on to learn how to automate the process using some of the best tools in the business.Three ways to improve your firm's client experienceSeptember 18, 2023 - by Steve Ash What to improve your firm’s client experience? We’ll show you three highly effective ways to do just that.Boost efficiency with the ClickUp client portalSeptember 3, 2023 - by Drazen Vujovic Still learning how to make the most of ClickUp dashboards? Read this post to figure out the basics of the ClickUp client portal.Monday client portal: Key features (and how to make it even better)August 31, 2023 - by Drazen Vujovic So, you’re interested in the Monday client portal? You’ve come to the right post! Read on to learn the basics of this client portal software and how to make it even more efficient.Asana client portal: All you need to know about itAugust 31, 2023 - by Drazen Vujovic Hoping to improve your client management abilities? The Asana client portal will help you with that. Read on to learn how this platform can help you manage clients more effectively.The best Karbon client portal alternativeAugust 22, 2023 - by Drazen Vujovic Looking for a Karbon client portal alternative? Read on to learn about some of the best options for accounting firms.20 client gift ideas they will actually likeJune 22, 2023 - by Drazen Vujovic Would you like to strengthen client relationships with a nice present? Read this post to see some of the best client gift ideas.How to gather content for a websiteMay 28, 2023 - by Drazen Vujovic Still struggling with the content gathering process? This post will show you how to gather content for a website in a few simple steps.How to create a questionnaire (plus templates)March 7, 2023 - by Drazen Vujovic Launching a survey is the shortcut to understanding your clients. Read this post to learn how to create a questionnaire for your business.How to reduce back-and-forth emailsFebruary 28, 2023 - by Nicholas Edwards Back-and-forth emails can be a time-consuming, exhausting, and inefficient way to communicate. But what are the alternatives? Read on to find out. 1 2 Next »
