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?
We have an amazing solution for time & attendance. A mobile app where employees can check in/out from anywhere. And you get timesheets which you can export into your preferred invoicing platform.