Category Archives: Product
Knowledge Management with CRM
In your IT services business, as with many other types of business, one of the most important assets you have is the collective knowledge acquired by employees through years of experience and the data harvested about all the work done … Continue reading
CRM Launches “Drone Drop” Feature
In the next major release of our CRM software we have added a very special new feature which takes business automation to new heights. We have been working with a major partner for quite a long time now on something … Continue reading
How to Grow Your IT Services Business with Outsourcing
So you’ve been working on your IT services business and things are going well, now you’d like to expand and grow your business further, but how can you do it with the limited resources typically available to a small business? … Continue reading
A Quick Overview of Quick Preview
Quick Preview is one of those little features which many people overlook as it is easy to miss but it is actually very useful and can be found in various parts of the system. It is available wherever you see … Continue reading
12 Ways to Kill Your IT Services Business
Running an IT services business requires many skills from technical to business to communications and more and there are many minefields to negotiate along the way which could quickly kill your business if not handled appropriately. Here, in no particular … Continue reading
Accounting for Account Status
When you’re dealing with an ever growing list of accounts in your CRM system there comes a time when you need a simple way to filter out the old ones or the inactive accounts which you really don’t need to … Continue reading
Yet Another Way to Create Tickets
There are already many ways to create Tickets in CRM, such as through the Web Interface, via email sent by a customer, by an employee directly in the desktop client perhaps after a customer phoned in, through the API even … Continue reading
New in version 7.0 – Fixin Yur Typos
No matter how well intentioned or how nimble and accurate your fingers are over the keyboard or even how highly edumacated you may be, whenever writing text it is only a matter of time before an unfortunate typo sneaks in … Continue reading
New in version 7.0: Upgraded Report Designer
The Report Designer feature in our CRM software is a powerful and always popular part of the PSA application and widely used by IT Services businesses, so in this new version it has been significantly upgraded. As you can see … Continue reading
New feature in version 7.0: Ticket Labels
One of the more colorful features in the new version 7.0 our CRM solution is Labels but in fact of course they do much more than simply add a dash of color to the PSA interface! Using Labels allows you … Continue reading