Blog2018-11-02T06:14:01-06:00

Import Your G Suite Contacts

We're happy to announce an exciting new feature in LoTops. For LoTops users who are also G Suite users, you can now directly and automatically import your G Suite contacts into LoTops with the click of a button. Simply go to Integrations in User Settings and you'll now see a [...]

Single Sign-On

We're excited to announce that we've added a new feature to LoTops -- Single Sign-On with Google. For those users who have signed up with LoTops using a Gmail or G Suite email address, you can now access LoTops without having to enter your LoTops password. Simply click the blue [...]

Measuring Customer Relationships

One of the most famous quotes of iconic management consultant Peter Drucker is:  ‘If you can’t measure it, you can’t manage it.’ That principle applies to managing customer relationships. How strong are your customer relationships?  It’s very hard to answer that question very confidently without having any real, objective data. [...]

File Storage Is Huge

Did we receive the application information from the prospect? Where is that contract we sent in October to the client? Do we have any pictures of the client's house? File storage and organization is a surprisingly big part of managing many prospect and customer relationships.  Along with emails and notes, [...]

Email Visibility Options

When you link your Microsoft (Office 365/Outlook) or Google (G Suite/Gmail) email account to LoTops, you've always been able to see an automatically filtered and updated email history between you and a Contact (or Ally or Lead) in your Emails Tab in that Contact's Profile. But what about the emails that other [...]

The ROI of CRM

CRM, or customer relationship management software, has been one of the fastest growing categories of business software for several years and shows no signs of slowing down. One of the primary reasons for CRM adoption has been that CRM gives a better return-on-investment than almost any other category of software.  [...]

Projects Tabs

LoTops CRM includes a Projects interface for managing all of your projects. When you create a Project, you have the ability to link that project to a Contact or Ally.  For instance, if you run an accounting firm and and you're creating the Project 'Bill Livingston's 2019 Taxes,' you might [...]

With CRM, the Trick is Getting Started

When you get started using a CRM system, you'll start collecting and organizing valuable information about your prospects and customers.  And you'll quickly discover you have the power to collect a lot of information for each record. You can even create custom data fields to collect information that is uniquely [...]

Task Start Dates

Some CRM software systems (and even project management software) only allow you to assign a Due Date for your Tasks when you create them. That might work fine if your Task is starting immediately. But what about Tasks that are going to be started in the future?  Such as scheduling [...]

Tracking Reasons for Lost Deals

Successful sales are exciting and receive a lot of attention.  And rightfully so.  It feels good to be successful and those sales mean you have new clients who are going to need attention. But the sales you work on that aren't successful should get some attention as well.  They can [...]