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Now offering open source installations!

If you’re like us and like the idea of open source software, we can help you find an open source solution that fits your business needs and install it for you. If you’re looking for a free crm you can install on your own website, our all time favorite is X2crm. It’s by far far the most flexible and has some must-have key features for any small business including:

  • Marketing workflow automation
  • Google integration (login, maps, calendar, location, Google Drive)
  • Twitter integration
  • Restful API
  • E-mail capture via dropbox
  • Web lead capture forms
  • Website activity tracking
  • Targeted email campaigns
  • Newsletters
  • Sales funnel and pipelines
  • E-mail correspondence manager
  • Quoting and invoicing
  • Contact interaction history
  • Alerts and notifications
  • Check-in posts
  • Reports
  • Customized themes
  • Activity feed
  • Documents and media
  • Task management
  • Team calendar
  • E-mail correspondence manager
  • Mobile app and mobile compatible (although the mobile app needs some work in our opinion)

Not to mention, you can create your own modules! It didn’t have a project module, so we just created one! And it’s so easy to do with field editors and drag and drop features. Ever used an iframe web form, but it didn’t look right on mobile devices or it had that annoying scroll? Their iframe web forms look great on any platform and are mobile compatible! Resize it on your website if you don’t want the scroll, and it will resize automatically on mobile devices- even though it’s an iframe form. Nice!

***INTRODUCING…ON-SITE DATA ENTRY & FILING!***

 

Starting July 2017, Tackle The Agenda will be expanding their services to include on-site data entry and filing for local clients in Cincinnati and Dayton, Ohio as well as the Florence, Kentucky area. We will also manage your online cloud file so you never have to worry about lost or misplaced files again. The last thing your business needs to worry about is getting dinged by corporate or getting fined by the state because you had missing data or misplaced (lost) files. This service will be offered as both an a la carte service or can be an added service to any of our retainer plans. For more information, contact us or leave a comment.

Email & Internet Scams Beware!

With the increasing amount of email scams and phishing going on, we thought we would give you a few tips to help you from email and internet scams. Although none of our clients have been affected, we would rather be safe than sorry.

If you receive an email or any type of correspondence from someone that claims to be a representative of our company, look for these things:

1) Email/sender address– We never send out business correspondence using a Gmail account. All correspondences will come from our domain: ex. xxx@tackletheagenda.com . If you are suspicious about whether or not an email came from us, contact us immediately. We’ll tell you whether or not it came from us.

2) Requests for personal or sensitive information– We never ask for credit card or other sensitive information via email or text. All customer data received from you is entered and stored in a secure database on our servers directly on our website. Also, all invoices are paid and carried out through Stripe or PayPal using a secure connection and we never see your credit card information. Ensure that the payment page clearly states our company name, logo and company billing email address and contact information.

Help us keep your information safe by following these tips.

*We will prosecute anyone illegally using our company name, logo or contact information without our consent for malicious intent.