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GPB – How A CRM Can Simplify Your Intake Process with Andrew Burdette

June 18, 2024 • 1:00 PM SGP Weekly Events

About the event

Learn how a Customer Relationship Management (CRM) system can revolutionize your intake process. Andrew will dive into the practical benefits of integrating a CRM, from streamlining client onboarding to enhancing data management and improving overall efficiency. Discover the key features to look for in a CRM and how to implement them effectively within your organization. Learn actionable strategies that can save time, reduce errors, and enhance client satisfaction.



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Who can attend

This event is open to all members of The Practice Academy.

To register

Community members will find the event information inside the Community events calendar.

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