“You need a CRM,” a friend said to Dave and recommended Synchronized Portal to Dave, an all-in-one business software that promised a streamlined approach to customer relationship management (CRM). At first, Dave was skeptical. He’d used tools before that promised similar results, only to be let down. But, he decided to give Synchronized Portal a
As a small business owner, juggling multiple projects and tasks can be a daunting challenge. Synchronized Portal offers a suite of project management features designed to simplify your workflow and help your team stay organized. In this blog post, we’ll explore some of the key features of Synchronized Portal that small businesses can leverage to
In today’s fast-paced business world, saving time is synonymous with gaining a competitive edge. One area where businesses can unlock significant time savings is billing. Implementing an automated billing system has the power to transform your company’s efficiency, enabling you to focus on core business activities while ensuring accurate and timely invoicing.
Having a customer portal can be incredibly useful for companies across markets. With digitalization holding in almost all aspects of modern-day consumerism, having a consumer site has become necessary for firms that intend to remain competitive as well as give their customers with the very best feasible individual experience.
What’s new with Synchronized Portal this week? Take a look below! Introducing Auto-Templates Previously referred to as “Automation Templates”, the ability to build & save a set of Automations is an extremely powerful capability. These pre-built Automation sets will now be referred to as “Auto-Templates”.When building automated workflows, the goal will always be to fully
In this use case example we will highlight some of the security features within Synchronized Portal that has makes it HIPAA compliant, and a secure choice for CPA’s and Accounting Firms needing to keep their data secure. We’ll show you how you could use the Portal for any business where you need the ability to
What’s new on the Synchronized Portal? Take a look. Appointments Block in Update Form – It’s now possible to include an appointment scheduler in your Update forms. Company Custom Fields in Update Form – It is now possible to to include Company Custom Fields in Update Forms! Select Multiple Appointment Types in Appointment Block –
Synchronized Portal is an extremely powerful tool that can help you with your business in ways you might not have thought about. This blog post is part of (what will be) an ongoing series of ideas for you. Hair Stylist You might be asking yourself how a hair stylist would benefit from using Synchronized Portal.
