Crm Archives - Skylight - Project Management, Tasks, Time Billing and Invoice Web App For Business


All Posts Tagged Tag: ‘Crm’

Recent updates to Invoices, quotes and user invitations

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Now you can add personalised message when inviting clients and teams to collaborate on your Skylight account. Purchase orders (work order) now have payment transactions section, here you can record what has been paid against a PO to a supplier or a freelancer. Same as invoices where you can register what has been paid against an invoice

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The Importance of Contact Management for any Business

contact management with project - small business

It’s surprising how many small business operators are trying to manage their contacts—with clients, suppliers, sub-contractors, team members, and more—with little more than the Contacts function on their smart phone and the In Box of their email server.

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Keeping On Task… the Skylight way!

In any business it is vital to keep a smooth management of Tasks – not just keeping track of your own list of to-dos but making sure that everyone on your team is up to date with the next step in a project, organizing an important client meeting or CRM.

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How to use tags to segment your data and create simple CRM in Skylight

Tag contacts in Skylight, create custom groups -

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