If a significant CRM system project is on your agenda in this new fiscal year, here are checklist items that you need to look out for in vendor proposals. 10 Things You Want: Sign up here. 1. A ...

Link CRM streamlines sales tracking, bridal management, and the buyer journey, raising the bar for efficiency and engagement.

Finishing a sale, organizing contractors, and seeing a project through to completion are just some items on a roofing company’s daily checklist. The top priority is always saving resources and ...

3. CRM Proposal Integration turns opportunities from leading systems like HubSpot into ready-to-send proposals through Anchor’s public API, eliminating copy-and-paste work and reducing errors. “A good ...

“A good-looking proposal grabs attention, but to truly drive conversion, firms need extra capabilities,” said Rom Lakritz, Co-founder and CEO at Anchor. “Conditional and Auto Expiring Discounts ...