Blog da Lua CRM

Customer Relationship Management, or CRM for short, is a tool that more and more businesses and companies are using. After all, they can be a tremendous help not only in building and nurturing relatio...

AP or Accounts Payable professionals play a crucial role in businesses avoiding this by carefully monitoring and validating whether a particular invoice due for payment exists in the company’s b...

Information is an extremely valuable asset of any business. Over time, however, as the company grows and accumulates knowledge, it turns out to be increasingly challenging to handle it. Plus, if the d...

We can say that consulting and agile are practically synonyms. After all, all consultants are always working on multiple tasks at the same time. While some projects are ending, others are just startin...

Otherwise, your priorities can get mixed up, and your projects can lose direction.

As you become a team leader, you’re responsible for all the processes around the workflow: task creation, task tracking, task review and approval, and change management as well. To handle all th...

The truth is that a CRM features a wide range of tools that can help you nurture client and customer relationships and, at the same time, increase sales and grow business. When you’re thinking a...

But let’s be honest, setting up an invoicing system isn’t always streamlined. Small businesses often feel the pinch. With tight budgets and limited staff, managing invoices can feel like t...

Time is precious, so why should your clients waste their time and time of your support team on asking FAQs and then waiting for personal assistance? Surely, there is a way your clients can help themse...

SaaS, or Software as a Service, has been growing tremendously in the last few years. And if you take a quick look at search engines, you’ll see that most already have a rock-solid presence. The ...

Project management isn’t just about handling a project—it’s about managing people, deadlines, tasks, and goals all at once. It can get complicated fast. That’s why having a sol...

Task management is a process of planning, assigning, prioritizing tasks, and tracking their execution. With the rapid transition to remote work over the past year, effective team task management has n...