New Aero Webinar Scheduled

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Whether you are performing the work yourself, or delegating the work to staff, managing workflow for your practice is critical. On December 15, Cloud Consultancy will introduce you to AERO WorkFlow manager and how it can help you design a practice management system that allows you to manage and track deadlines, staff and client communications, […]

Cloud Consultancy is a member of NAN

NAN Appearance by Laura Redmond

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Cloud Consultancy co-founder Laura Redmond will be the Voice of the Member in October’s National Advisor Network member call with Joe Woodard on October 10 at 9am Pacific / 12pm Eastern. She will be discussing workflow management and how her quest to help a client manage their workflow led to the birth of AERO WorkFlow […]

Cloud Consultancy at CloudSummit2014

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Cloud Consultancy will be attending CloudSummit2014 in San Diego from September 17-19. Join us in the vendor Exhibit hall to talk about cloud based workflow in your business and what AERO WorkFlow can do to help your business run more smoothly. Click here for exhibit hall hours. Laura Redmond, Cloud Consultancy Partner, will be presenting at […]

Getting Started with AERO Updated

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It’s been a while since we first uploaded our video demo of how to get started using AERO Workflow Manager. We’ve made some changes since then, and wanted to reintroduce our new Getting Started series. We’ve updated the information in the original video and broken things down into some more approachable pieces. It’s a quick […]

AERO Webinar – Managing your Day with AERO

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Wondering how your firm might benefit from AERO Workflow manager?  Join us on October 9, noon PT, as we demonstrate how to use AERO and Method CRM to manage and track  the days’ activities, both planned tasks to do, and those inevitable unplanned interruptions.  We will also be previewing some of the exciting updates we’ve […]

Getting Started with AERO

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This recorded webinar covers the basics of setting up and using AERO  Workflow Manager.  The running time is approximately 40 minutes. AERO is built on the MethodCRM platform and is therefore fully integrated with QuickBooks.