Fancy Morales – Referrals and connections made simple – CardTapp

Author: Fancy Morales

why cardtapp's crm integration is a game changer

Why CardTapp’s CRM Integration is a Game Changer for Your Business

There’s no question that it’s important that you have some kind of client relationship management (CRM) system in place to keep all your contacts and notes organized. But if you’re considering rolling out CardTapp’s personally branded, trackable apps for your entire sales floor, it’s also essential that you also set up an integration for your apps….

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What is a CRM and 3 Reasons Why You Need One for Your Business

Every day businesses around the nation are interacting with clients and potential leads, which is where a CRM (customer relationship management) software system comes in.  A CRM system provides a place for businesses to track, organize, and manage client interactions. This ultimately helps your marketing, customer service, and sales team keep an organized list of…

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how a mobile app will help make open enrollments easier

3 Ways to Use a Mobile App to Make Open Enrollment Season a Breeze

It’s that time of year again! If you’re an insurance agent who manages any number of accounts, you might be sweating right about now. Open enrollment season can be an overwhelming time of year. You spend so much time following up and answering questions that new prospects can easily slip through the cracks. Good news: everything…

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