I have a small business that produces retreats and I’m looking to upgrade/streamline my technology stack to make things easier.

I’m currently using nothing but free versions of software—a combination of woocomerce for registration, mail chimp for marketing/attendee communications, Google sheets for expense/finance tracking. I started using airtable to build a customer database but I felt like I was reinventing the wheel with it.

I’m looking to streamline my processes and have some automations built in. For example, I currently use Zapier to add new registrants to a mail chimp list for communications about the retreat they are attending.

I feel like I need a crm, but I also need an invoicing system (I’ve just been using Stripe’s invoicing, which sucks).

Any suggestions for what I can use?

  • react0r-corp@alien.topBEnglish
    1·
    10 months ago

    We do lots of these sorts of automation and integration assessments. There are often many different of approaches here, all with different costs/tradeoffs. We offer an agnostic approach that will compare solutions between off-the-shelf and custom workflow using open source software. Happy to book a chat to hear more about your specific needs and offer a few high-level solutions if you’re interested.