Small Firm Exchange (SFx)

Great question - I am a DBA sole proprietor and although I have my WBE, I've found the paperwork, for the most part, to be irrelevant to my business structure. I've recently considered changing to a LLC read more

Hi everyone, Thank you all so much for your suggestions on CRM software! I received a lot of great advice and took the time to try out OnePageCRM, HubSpot, ZOHO, and Monday.com. After exploring read more

Hi Santiago, Check out this tool kit from AIA California: they spent a few years researching and gathering information from members on all types of software available to help run a practice. read more

One of the very affordable CRM option is Vryno https://vryno.com I personally prefer Pipedrive, but due to its pricing, I ended up using Hobspot's free version. I only need to track contacts, activities, read more

Greetings, Thank you, again, everyone, for your insights. I am sharing my experience here in case it is of benefit to anyone. I believe I just bought a Dell Precision (although I haven't received the read more