I'll build automation systems that streamline your operations and fuel the growth of your business. 🚀
Here is a client offboarding system that sends a client a survey form created on Typeform to collect feedback on our services. It also sends the client a project wrap up doc created on PandaDoc, a final billing invoice and a closing call scheduling link via email using Make. Watch the full video tutorial here: https://lnkd.in/dtAsZwYJ
Data collection is often a key step in client onboarding and success. Thanks to a new built-in electronic form solution in Setuply, you can create endless numbers of forms, wizards, questionnaires, and surveys — with no third-party configurations needed. Limited only by your imagination! Data forms is just one of Setuply’s new product enhancements. Explore others here → https://hubs.li/Q02pR8qZ0 #ClientOnboarding #ProjectManagement #DataCollection
Heading to Splash EMEA in #Copenhagen? Be sure to visit Finit’s kiosk to discover how ToolkIt can transform your OneStream application management. With over 40 powerful tools, ToolkIt empowers your finance and administration teams to take control of key tasks like dimension management, data analysis, and user management. Key Features Include: ✅ Dimension Management: Simplify the maintenance of metadata. ✅ Data Analysis: Gain insights and make data-driven decisions with ease. ✅ User Management: Effortlessly handle user access and security. ..and so much more! Don’t miss this opportunity to see ToolkIt in action and learn how it can bring unparalleled efficiency to your OneStream environment. 🌍 Join us at Splash EMEA and let's elevate your OneStream experience! Learn more about ToolkIt and its thousands of happy users here: https://hubs.ly/Q02MNgbv0 #SplashEMEA #OneStream #FinanceSolutions #ToolkIt #FinanceTransformation
Are spreadsheets and manual workflows slowing you down? It’s time for a change. Join us on 19 November at 12 PM AEDT for a webinar to see how AccountKit can help you: 💡 Automate daily tasks and cut down on errors 💡 Capture client correspondence effortlessly 💡 Manage documents with top-notch integrations Register to simplify your workflow with AccountKit: https://hubs.ly/Q02VYscH0 See the benefits for yourself—register now!
⚡Struggling to stay organized amidst endless client requests? Try this simple ClickUp hack! Create a dedicated "Client Requests" space and set up custom statuses (e.g., New, In Progress, Completed) to streamline your workflow. Stay on top of every task with ease! 🙌 #ClickUpTips #AccountingLife #ProductivityHacks
🔍 Explore AbstractorPro features: ✅ User-friendly dashboard ✅ Customizable resources section ✅ Seamless order tracking ✅ Automated email notifications ✅ Client and vendor management ✅ Invoice management and payment reminders ✅ Team assignment and reporting Embrace efficiency with AbstractorPro today! #TitleResearch #WorkflowManagement #Efficiency
"Even for people who have never used time tracking software before, it's extremely easy and intuitive, as well as non-invasive" - Greg Martel, COO and Co-founder at Newlogic When New Logic made the jump from 4 co-founders to a team of 50+ people, they needed a time tracking tool that wouldn’t feel like a burden. Time tracking can work wonders for both individual and business-wide productivity… but only if your team actually track their time every day. Having an easy to use time tracking tool isn’t just a nice-to-have, it’s essential. Learn more about how NewLogic used Toggl Track to drive frictionless collaboration across four different continents in our case study here: https://lnkd.in/gN268r52
🔍 Explore AbstractorPro features: ✅ User-friendly dashboard ✅ Customizable resources section ✅ Seamless order tracking ✅ Automated email notifications ✅ Client and vendor management ✅ Invoice management and payment reminders ✅ Team assignment and reporting Embrace efficiency with AbstractorPro today! #TitleResearch #WorkflowManagement #Efficiency
📄 Enhance Document Management with QR and Barcodes in Centrldesk 📄 Unlock the power of QR and barcodes for efficient document management with our latest video tutorial. Learn how to use Centrldesk’s user-friendly platform to automatically generate documents containing both QR codes and barcodes, making it easier to uniquely identify and track documents. This step-by-step guide walks you through the process of configuring the necessary actions in the Flow Editor to create, convert, and download your documents with integrated QR and barcodes. With Centrldesk's guided drag-and-drop editors and robust integration capabilities, streamline your workflow and enhance your document handling with ease. Watch now and see how simple it is to integrate QR and barcodes into your applications. 👉 https://lnkd.in/ejFHZ_cF #Centrldesk #CentrldeskTutorial #NoCodeSolution #nocode #nocodeplatform #nocodeapps #nocodetechnology #nocodedevelopment #cio #cios #itmanager #itmanagers #digitaltransformation #digitaltransformations #workflowautomation
Join the document revolution with Docs BizKit The ultimate solution for business professionals! Say goodbye to outdated processes and hello to seamless document management. Empower your workflow with efficiency and innovation like never before. #DocsBizKit #DocumentRevolution #BusinessInnovation #EfficiencyBoost #ProfessionalWorkflow #StreamlineProcesses #NextGenDocumentManagement
Billy: It was a one in a melon chance, but you found the right #BusinessReporting! 🍉 Johnny: For sure, #FunctionFox is amazing! The rest were so melon-collie...🤔 👉 https://lnkd.in/gyNf7a3s #SmallCreativeAgency #TimeManagement #ProjectManagement #AgencySoftware #CreativeAgencySoftware #TimeTracking #ProfitAnalysis #ResourceManagement
