An AI CRM System Will Be Your Best Salesperson
For decades, businesses have treated their CRM like a glorified spreadsheet—just a place to store customer data. But let’s be honest: How many deals have been closed because a CRM just stored information? None. It’s time to stop thinking of CRMs as databases and start treating them like what they should be—your best salesperson. Enter […]
How an AI CRM System Saves Accountants from Chaos
Tax season can feel like an endless parade of surprises if you don’t have an AI CRM system. One newlywed wants to claim his wife as a tax deduction. Another client needs proof they visited your office to avoid jail time. Meanwhile, others mix up the IRS with the IRA or assume they can deduct […]