Payment Automations: Your Answer to Faster Cash Flow

Payment Automations: Your Answer to Faster Cash Flow

Janel Sykora
Published on: 24/06/2025

Payment Automations inside Cajabra CRM is your new financial fairy godmother. She sends the invoice, follows up, manages checkouts, and even politely nudges those clients who ghost you mid-payment.

Productivity Tools for Accounting Firms
Make Your Website a Conversation Starter: The Power of a Chat Widget

Make Your Website a Conversation Starter: The Power of a Chat Widget

Janel Sykora
Published on: 20/06/2025

Let’s explore how it captures leads, keeps visitors engaged, and nudges them toward becoming clients, all in a way that’s clear, helpful, and dare I say, fun.

Productivity Tools for Accounting Firms
Social Media That Actually Brings in Clients, Not Just Likes

Social Media That Actually Brings in Clients, Not Just Likes

Janel Sykora
Published on: 13/06/2025

Ever feel like your social media posts are vanishing into the void, only to be seen by your mom and that one enthusiastic cousin? If you’re like most accounting firm owners or practice managers, your relationship with social media is probably… complicated.ption

Productivity Tools for Accounting Firms
How to Automate Google Review Requests (and Actually Get Them)

How to Automate Google Review Requests (and Actually Get Them)

Janel Sykora
Published on: 10/06/2025

You delivered a great service. The client was thrilled. You even got a “This is amazing, thank you so much!” in the Zoom chat. However, no review. No testimonial. Just you, refreshing your Google Business page hoping someone leaves you five stars.

Productivity Tools for Accounting Firms
Communicating Smarter with Cajabra CRM’s Phone System & AutoDialer 

Communicating Smarter with Cajabra CRM’s Phone System & AutoDialer 

Janel Sykora
Published on: 27/05/2025

In the accounting world, time is a precious commodity. Every minute spent manually dialing numbers or leaving voicemails is a minute not spent advising clients or growing your business.

Productivity Tools for Accounting Firms
Stop Letting Leads Go Cold: How Automated Nurture Sequences Keep the Conversation Going

Stop Letting Leads Go Cold: How Automated Nurture Sequences Keep the Conversation Going

Janel Sykora
Published on: 21/05/2025

Let’s talk about something that happens all too often. You’ve got a great lead. They filled out your form. Maybe even booked a discovery call. You had a good conversation.

Productivity Tools for Accounting Firms

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