Smart Subscription Management: Here’s How Cajabra CRM Handles Text Opt-Outs

Smart Subscription Management: Here’s How Cajabra CRM Handles Text Opt-Outs

Janel Sykora
Published on: 08/07/2025

Ever feel like managing your email and text communication preferences is a full-time job? One minute you’re sending valuable insights. The next? Someone’s ghosting you harder than a bad Tinder date.

Productivity Tools for Accounting Firms
Spring Cleaning Isn’t Just for Closets, It’s for Your Contact List Too

Spring Cleaning Isn’t Just for Closets, It’s for Your Contact List Too

Janel Sykora
Published on: 03/07/2025

Your CRM contact list might be messier than that junk drawer you pretend doesn’t exist. You know the one: full of people who ghosted you months ago, emails that keep bouncing, phone numbers that ring into the void, and leads that have been “thinking about it” since 2022.

Productivity Tools for Accounting Firms
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

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