Workflows + CRM

Lattney Blog

How to Collect Documents Without a Complicated System

Email is a good tool for talking to people, but it was never meant to hold paperwork.

The Client Onboarding Process, Cut Down to Four Steps

Four steps, the fields each one collects, the approval between them, and the page a client fills in without an account.

How to Choose an Operational CRM That Keeps Work Moving Forward

Any CRM can hold your contacts, but only some help you get anything done with them.

4 Signs Tracking Clients in a Spreadsheet Has Stopped Working

Your spreadsheet works, right up until the day it doesn't.

What is approval workflow software and why do you need it?

What approval workflow software is, how an approval moves from step to step, and four examples from renovation, hiring, document intake and client onboarding.

Best Personal CRM Software for Small Business Owners

We review 5 personal CRM options for small business owners, focusing on fast onboarding and simplicity.

What Is Personal CRM Software and How Does It Work?

Learn what personal CRM software is, how it works, and why it matters.

How to Manage Personal and Professional Contacts in One Place

Most people manage personal and professional contacts in completely separate places. Work contacts live in a CRM or email. Personal contacts live in a phone. Neither system has the full picture, and moving between them takes more effort than it should.