Author: GROBI18
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AI Agents Are Reshaping CRM in 2025
The CRM landscape is experiencing its biggest transformation since the shift to cloud-based systems. With the CRM market projected to reach $248.48 billion by 2032 and AI becoming the central focus, 2025 is shaping up to be a pivotal year. What’s Driving This Change? The initial AI hype is giving way to practical applications that Read more
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5 CRM Automation Rules to Reduce Client Churn (Without Being Spammy)
The Email That Made Me Rethink Everything Last month, I received an email from my web hosting company that said: “We noticed you haven’t logged into your account in 45 days. Is everything working okay? Here’s a quick guide to some features you might have missed.” No sales pitch. No urgent upgrade demands. Just genuine Read more
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The #1 Metric Accounting Firms Forget to Track (Hint: It’s Not Revenue)
The Numbers That Actually Matter for Long-Term Growth Walk into any accounting firm and ask about their key performance indicators. You’ll hear about revenue per client, number of returns filed, realization rates, and profit margins. All important numbers. But here’s what you won’t hear about: how many of their tax clients also use bookkeeping services. Read more
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How Accounting Firms Can Use CRM Automation to Stop ‘Tax Season Drop-Off’
The Vanishing Act Every CPA Knows Too Well It happens every year. You work around the clock during tax season, deliver excellent results for your clients, file their returns on time, and then… silence. Radio silence until next February, when they suddenly remember they need you again. Sound familiar? You’re not alone. Studies show that Read more
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The Difference Between Categories and Tags
9/18/19 (Updated April 2025) Data management is an essential business practice, and keeping your contacts segmented is not only key to organizing your sales activities but also to understanding your business and clients. It’s essential that you keep track of what you’re selling and to whom you’re selling. Many CRM users depend on categories and Read more