We have a very strict policy about refunds. We do not provide them.
Drift is the world’s first and only conversational marketing platform. Conversations. Not Forms. With Drift on your website, any conversation can be a conversion. Instead of traditional marketing and sales platforms that rely on forms and follow ups, Drift connects your business with the best leads in real-time. Bots. Your Website’s Personal Assistant. Bots are what cutting edge teams are using to automate their marketing. LeadBot qualifies your site visitors, identifies which sales rep they should speak with and then books a meeting. No forms required.
Accounting Workflow System™ can help you manage sales and opportunities, or your entire office, and it works great with your existing practice software. Accounting Workflow System – Best of Breed Apps Working Together Seamlessly.
At Modernize My Business, Insightly is at the heart of our operation, both internally and for our clients. Our Accounting Workflow System is built on top of Insightly. Our founder, Eric Greenspan, is an Insightly Hero, which simply means he is a champion of the product, knowing its strengths, weaknesses, and workarounds. With Insightly CRM, Modernize My Business helps our clients build thriving businesses and interconnecting all the best of breed cloud based applications into a seamless and cohesive experience that business owners and their staff simply love to use.
Empower your sales team to create, send, track, and eSign beautiful proposals and quotes. Create proposals and contracts in no time using pre-built templates, content from marketing, and customer data from your CRM. Proposals get out the door faster with collaborative workspaces, automated approval workflows, and metrics that tell sales managers what deals are stuck. Confidently forecast revenue and improve sales rep performance with real-time metrics like the number of completed docs, proposal revenue generated, and time to close dashboards. Accelerate your sales cycle by seeing which deals are ready to close with real-time notifications of every document interaction. Look like a billion-dollar business without spending millions to create stunning, interactive sales documents with built-in electronic signatures, custom design themes, and embedded rich media. Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.
PieSync is a new and better way to integrate and connect your cloud apps. Connect any number of apps and keep all your contact data bidirectionally synced. PieSync’s Intelligent two-way syncing matches and synchronizes customer data across your connected apps. The data gaps between sales, marketing and customer care are removed, so you can get the most out of your customer data.
Zapier Help – We’re a Certified Zapier Expert! Last Updated: March 20, 2019 Need help with Zapier? Eric Greenspan of Modernize My Business is a Zapier Certified Expert. Book a consult so we …
Want us to do some work for you? Need a task added to your board? Easy to do! Simply visit our adorable little 74D2 and choose “Submit a Task Request” …
How much is the Ignite System? How much is Modernize My Business? What are your fees? What do you cost? We often get asked about how cost, fees, how much, …
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