Why? Because they take all the client facing tools you use (invoices, contracts, scheduling, emails) and put them into one neat little dashboard.
These days I am a big fan of Dubsado. It allows me to create a seamless client experience form start to finish. How? My inquiry form creates a client project, from there I can send proposals, contracts, questionnaires, invoices, schedulers and more.
So what are the top 3 tools that your CRM probably (read SHOULD) have?
If you aren’t using a CRM or you are unhappy with yours, you can use code CAITLINTHOMAS to try Dubsado for free and save 20% off of your first month or year.
Seriously. There is a wealth of possibility to automate so many obnoxious tasks between platforms and apps today that we have no excuse to be manually doing them, taking up time and energy that could be spent enjoying life or doing needle moving tasks.
A few of my favorite automations that you may not have considered:
The possibilities are honestly endless, especially when you automate using Zapier.
Questions? I offer VIP days to help you establish systems and processes in your business, and this often includes automations!