How to Use Automations as a Tax Pro January 10, 2026 In today’s fast-paced tax environment, automation is no longer a Read More »
How to Step-Up Your Client Communication Using Merlin CRM September 1, 2024 Imagine a small business owner, Maria, who runs an insurance Read More »
Traditional CRM vs. AI-Powered CRM: A Comparative Analysis August 1, 2024 In today’s rapidly evolving business landscape, customer relationship management (CRM) Read More »
Top 5 Benefits of Using a CRM Based on Ai in 2024 July 1, 2024 In 2024, the business landscape is more competitive than ever, Read More »
5 Strategies for Maximizing CRM Effectiveness June 8, 2024 A CRM (Customer Relationship Management) system is a powerful tool Read More »