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Author: Ashley Willhalm

Batchbook, PipelineDeals and “Automagical” Migration

Our CEO JP Werlin and Batchbook’s CEO Pam O’Hara met over a Pipeline CRMCustomer Success webinar to talk about their “automagical” CRM data migration and how their friendship and business collaboration came to be. Batchbook, Pipeline CRM and “Automagical” Migration For more than a week now, we’ve been assisting former Batchbook CRM customers and helping… Continue reading Batchbook, PipelineDeals and “Automagical” Migration

A CRM for Contractors to Boost Business

When David Chism started his own business he needed a CRM for contractors.   The Need for a CRM for Contractors   The question of what a CRM for contractors should have was an easy one for him. David happened to have years of experience working in the painting contractor field. He’s a third-generation painting… Continue reading A CRM for Contractors to Boost Business