Learn how to turn Excel into a powerful, cost-effective CRM system. Manage customer data, track leads, and automate workflows with ease.

Learn how to create a drop-down list in Excel without or with color using conditional formatting and data validation rules.

Learn how to create a risk assessment matrix in Excel with this step-by-step guide. Automate, visualize, and simplify risk management with a ...

Learn how to use Square to accept credit card payments in person or online. Step-by-step guide for setup, hardware, invoices and more.

The Invoice Generator is a highly customizable, Excel-based tool with VBA programs that automates the process of invoicing, streamlining invoice management and generation, and enhancing efficiency. It ...

Zendesk Sell delivers a well-rounded CRM experience with a focus on usability and integration with Zendesk's renowned support ...

The DrChrono suite of electronic health record and medical billing software is simple to use for front-office staff and physicians. It offers a hybrid plan for new practices that are just ramping up.

DrChrono is excellent medical software for smaller and newer practices because of its introductory tiers' low cost and extensive features. Larger practices can use it too, but some may feel ...

Zendesk, known primarily for its customer support software, has been expanding its offerings to cover more aspects of ...

Visa launches AI agent payment tools enabling shopping bots to make purchases for consumers, escalating competition with ...

You may know it’s time to make a hire—but what kind of help you need? Here’s how to find the employee who will change your ...