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…
CRM
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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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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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 …
New E-Commerce Order to Project management software Read More »
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 …