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?
Zoho CRM could potentially fit your needs. I believe the standalone subscription is free for 3 users, but if you want a little more customization ability, there are subscription tiers that could suit your needs.
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.
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.