how to find a CRM

How to Pick the Right CRM For Your Business

Most businesses today rely on a CRM (Customer Relationship Management) system to manage customer interactions, sales pipelines, and workflows. But let’s be honest—most CRMs...
Read More
How Automation Unlocks Time for Creative Thinking

How Automation Unlocks Time for Creative Thinking

The rise of automation has sparked debate—does it enhance or hinder creativity? While some fear that technology is reducing human ingenuity to algorithms, the...
Read More
Automate Everyday Tasks with a Microsoft 365 CRM

5 Ways to Automate Everyday Tasks with a CRM for Microsoft 365

Did you know that managers lose an entire workday each week to manual, repetitive tasks. That’s eight hours spent on admin instead of strategy,...
Read More

The Top Business Challenges (And How Technology Solves Them)

Growing a business is no small feat. From meeting rising customer expectations to handling complex decision-making processes, businesses encounter numerous business challenges as they...
Read More

Setting Business Goals for 2025: What Systems Do You Need in Place?

Did you know that businesses with clearly defined goals are ten times more likely to succeed than those without? As we head into 2025,...
Read More

Introducing Record-Type Level Permissions in SharePortals

Managing access to business-critical information is vital for any organisation. Sensitive data like financial or sales records must be carefully controlled to ensure security,...
Read More

Keep Your Customer Data Secure, Private, and Under Your Control

Did you know that 88% of organisations consider improving data security a top priority, yet many still use CRMs that store client data on...
Read More

9 Things to Consider When Choosing CRM Software

Choosing the right CRM software is a strategic decision that can shape how your business operates and grows. It’s not just about picking a...
Read More

SharePortal’s Latest Updates: New Office 365 CRM Features

SharePortal’s latest update is all about making your workflow smarter, smoother, and more connected. By adding powerful new tools and refining our existing features,...
Read More

10 Reasons to Switch to SharePortals for Client and Document Management

For teams handling multiple clients or projects, document management workflows can be a constant source of frustration. When emails, documents, and updates are scattered...
Read More