Automated On-Boarding Journey – Welcome clients Automatically
What to do after closing deal? How to collect payment and onboard client without spending hours? Automated On-boarding Journey helps you in that. Explore how…
Case Study
Search ClickUp Task with Custom fields
Using the “List all tasks” Module and then filtering ClickUp Task is such a pain. If you want to filter with a custom field then it’s a nightmare. Don’t worry, I have a solution for you. I have created a complex module in an easy form for you where you can search for tasks with …
Social Media posting directly from ClickUp with Content Calendar
In today’s world, you need to be present on Social Media for brand image. It’s really important to stick in your client’s mind and to showcase what other client’s (testimonials) think of you. Not only youngsters but all age group people are on Social Media. You just need to find your platforms. Like I am …
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Track who opened the link
You must have heard that we can track Link open rates. After sending emails we can see how many people have clicked the link. BUT BUT think if you can send them a related article or video link at the time they click your sent link. Doesn’t this sound fascinating…. Imagine you are reading an …
Social media Automation through Project Management Software
Social media automation is important for every business. As there are much different social media handles posting on all of them is a time-consuming task. Therefore we have come up with a content calendar plan through project management software. Whatever project management software you use you can build a content calendar with the due date …
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Graphic designing orders on ClickUp from the website order
Logos, Posters, Promotional videos and a lot more is covered in graphic designing. But one man with 50-70 orders a month can’t manage on his own. He needs a team and sometimes a freelancer for certain projects. For a middle-sized business in the USA, I designed some automation with the following features in ClickUp: New …
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Create or Update product Automatically
I saw many people hire VAs for creating and updating the products in their E-commerce store. It’s a good decision to save time. But what if you can save some money and time when you have lots of products or changes to make on daily basis?? With this automation, you can create or update products …
ActiveCampain and Xero
What is Xero Invoicing? In any sort of business, Invoices and bills are very important to maintain. Xero is an accounting software where you can keep a record of all those things. Send invoices and quotes, Capture and enter bills, and Use multiple currencies. This is not it. You can maintain your customer’s and billers’ …
New E-Commerce Order to Project management software
Management of Service-based orders or new sales has to be tracked to delegate to the relevant team members. Or to update shipping information Or to update product details. List of software available to connect: ClickUp Trello ActiveCampaign Asana Monday.com Or search more here… PROs for having Project management software Easy Delegation of orders to the …
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Typeform responses to filter hot leads
What is Typeform? Typeform is a “paid” form-creator platform with lots of designs to adopt. With different colours or backgrounds, the form can be designed beautifully. Lots of questions scare the soul out of anyone. Therefore businesses prefer Typeform. So that they can collect responses from their client without scaring them. This has the option …
Email Automation – Bulk Label and delete
In online business, especially today emails are very important. We receive notifications from different apps and services, invoices, Proposals, replies from clients, and many more. Sometimes newsletters are important for the latest offers and features. Problems that needed to be cured: Label useful Emails like offers, client messages Delete old or outdated offers Keep track …
Personal CRM on Smartphone
Some businesses don’t like the Automatic Email marketing system to send newsletters. Or they wanna send one by one to their clients. Some businesses communicate through email with their client but switching to an Email app or finding them is a big task. If your business is one of the above or both, then keep …
E-Commerce Order status change update
E-commerce business or service based business has more than 1 person to run the business. They have their own tasks to complete so to update the order status. But it’s hard and a terrible idea to give all of them access to your precious website or E-commerce platform due to security issues. I can understand… …
Contact Form 7 updates
Inquiry Form is an important part of the website for service-based businesses. So managing them and answering them is equally important. The most common is contact form 7. Easy to build and easy to place anywhere for free. But the Contact form 7 plugin gives the option to update through Email only. Not to worry …
E-commerce to Product Management – Etsy to Neto
Etsy Orders directly can be managed in your order processing software such as Neto, ClickUp, Airtable Google sheets. Even from Woo-Commerce or Shopify too….