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Your Small Business Expertise Blog

Book Appointment Action in Workflows
December 5, 2024
The Book Appointment action enables the creation of new appointments based on specified times and in specified calendars
Serenity November 2024 Feature Updates: Smarter Tools for Communication, Payments, and Workflow Mana
December 5, 2024
November brings several new and improved features to Serenity, aimed at enhancing communication, invoicing, and overall efficiency for businesses.
Serenity October 2025 Feature Updates: Enhanced Tools for Multi-Location, CRM, and Marketing Success
November 5, 2024
October brought a powerful suite of new features and improvements to Serenity, crafted to simplify multi-location management, boost CRM functionality, and enhance marketing flexibility. Here’s a look at the new tools and updates now available to support your business:
Why Automated Invoice Reminders Are Essential for Solopreneurs
November 3, 2024
One of the most critical yet time-consuming tasks is invoicing and ensuring you get paid on time. Let's talk about why automated invoice reminders are an absolute game-changer for you.
Top Benefits of Using Online Booking Software for Small Businesses
October 27, 2024
In this article, we will explore the top benefits of using online booking software for small businesses and how it can revolutionize the way you manage appointments and reservations.
Sell Grab-And-Go Garlands with Online Booking
October 24, 2024
In this article, we'll explore the problems balloon decor business owners face when selling online and explain how Serenity's online booking system can help you overcome these challenges.
September 2024 Features: 2-in-1 Documents, Estimates, and More
October 11, 2024
In the past month, Serenity has rolled out several new features and improvements to make managing your business more efficient and user-friendly. Here's a quick look at what’s new and how these updates can benefit you.
Trendspotting: Easily Incorporate Design Trends into Your Projects
October 6, 2024
Here are some tips to help you leverage AI tools, Pinterest, and other resources to seamlessly integrate the latest design trends into your projects.
The Power of Automated Invoice Follow-Ups: Save Time and Money
September 29, 2024
This is where the power of automated invoice follow-ups comes in, saving you both time and money while ensuring your clients pay on time without constant oversight.
Simplify Your CRM: How to Implement an Effective Tagging System
September 22, 2024
By implementing an effective tagging strategy, you can transform your CRM into a dynamic and intuitive database that supports your business goals.
Save Time and Money Using a Social Media Planning and Posting Tool
September 15, 2024
In the fast-paced world of digital marketing, time is money. One of the most effective ways to save both is by using a social media planning and posting tool.
How to Add Delegate Access and Assign
September 8, 2024
This guide will walk you through the steps to add Godaddy delegate access and assign the "Products & Domains" permissions level.
August 2024 Features: Online Listing Scan, QR Codes, Square Integration and more
September 4, 2024
We're thrilled to share with you the exciting new features we've rolled out in August 2024. These enhancements are designed to empower your business, streamline operations, and elevate your online presence.
Planning Interior Design Projects to Stay Within Client Budget
September 1, 2024
As an interior designer, one of your primary challenges is planning projects that stay within your client's budget while still achieving a high-quality, aesthetically pleasing result.
Online Booking Tools for Small Business Owners
August 19, 2024
In today's fast-paced digital world, small business owners face a myriad of challenges in managing their operations efficiently. This is where online booking tools come to the rescue.
As part of our commitment to continuously improving your CRM experience, we’re excited to share the
August 13, 2024
As part of our commitment to continuously improving your CRM experience, we’re excited to share the latest updates from July 2024.
Never Miss a Payment: Automate Your Invoicing with Email Reminders
August 12, 2024
This article explores the common payment collection problems small business owners face and how Serenity’s advanced features can solve these problems with automated email reminders and more.
How to Create and Send a Voicemail Welcome Message Audio File for Serenity
August 9, 2024
This guide provides detailed instructions for recording an audio file on different devices, saving it, and sending it to hello@serenitycrm.io. Whether you're using an iPhone, Android device, PC, or Mac, we've got you covered.
Migrating from AllProWebTools to Serenity CRM
August 9, 2024
This article will guide you through the migration process from APWT to Serenity CRM, ensuring a smooth and successful transition.
Managing Client Expectations: Tips for Successful Interior Design Projects
July 29, 2024
As an interior designer, managing client expectations is crucial for delivering successful projects. Here are some effective tips to help you navigate client expectations and ensure your projects run smoothly.
Increase Sales Conversion with Tags, Trigger Links, and Automation in Your CRM
July 22, 2024
In this article, we will explore tips and techniques for using tags, trigger links, and automation to boost sales conversions, with a focus on the powerful Serenity Trigger Links automation engine.
How to Enjoy Your Vacation or Out of Office Worry-Free: Let Your CRM Handle the Business
July 15, 2024
This article will highlight the types of automatic activities your CRM can handle, ensuring your business runs smoothly while you recharge and spend quality time with your loved ones.
Pinterest in the Social Planner and other June 2024 Releases and Improvements
July 9, 2024
We are thrilled to announce a series of exciting new features and enhancements designed to elevate your user experience. From extended support for custom values in form and survey email notifications to a plain text editor in email marketing, we've made significant improvements across our platform.
Compatible Tool and Provider Recommendations
July 8, 2024
In this article, we recommend some of the best tools and resources available to complement Serenity in areas such as websites and SEO, secure password management, payroll and staff time tracking, project management, and bookkeeping.
50 Ideas for Using Trigger Links in Serenity CRM to Increase Sales and Nurture Contacts
July 2, 2024
Trigger Links are a powerful feature in Serenity CRM that can significantly boost your sales and nurture your contacts effectively.
Integrate Google Meet and Zoom with Serenity: A Game-Changer for Small Business Owners
June 25, 2024
This article explores the common problems these businesses face and how Serenity's online booking and video conferencing integration can save time and streamline operations.
25 Tips for Balancing Multiple Interior Design Projects
June 15, 2024
As an interior designer, balancing multiple projects can be both exciting and overwhelming. Here are 25 tips to help you manage multiple interior design projects efficiently.
May 2024 New Features and Improvements Announced
June 4, 2024
We are thrilled to share several new features and improvements to enhance your experience and streamline your workflow.
Navigating the Risks and Legalities of Using Client Logos and Trademarks in Marketing Materials
May 27, 2024
This article aims to guide small business owners through the legalities of using client logos and trademarks, explaining how to use them legally, how to obtain permission, and the potential liabilities of unauthorized use.
Migrating Contacts from 17Hats to Serenity: A Step-by-Step Guide
May 20, 2024
If you're migrating from 17Hats to Serenity CRM, one of the first tasks you'll need to complete is exporting your contacts from 17Hats. This guide will walk you through the process and highlight the benefits of making the switch.
A Comprehensive Guide to Graduation Balloon Fundraisers with School PTAs
May 13, 2024
As schools continually search for innovative and engaging methods to raise funds, forming creative partnerships can offer substantial financial and communal benefits.
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