Does anyone have recommendations on a CRM; I am looking for one system that can onboard clients, assign an asset to them and then a sub asset to the initial asset and be able to track services and appointments for all of the above. I am having trouble finding a solution that currently exists. I don’t need a sales funnel type set up as much as I need a data base that will also send appointment reminders. Any thoughts would be awesome

  • JediMedic1369@alien.topOPBEnglish
    1·
    10 months ago

    Maybe they can and I’m just not understanding all of the jargon that’s in their marketing material.

  • maggiegiele@alien.topBEnglish
    1·
    10 months ago

    Depends on the size of your business and your clients. I use a mix.

    Close is a great CRM especially for sales and pipeline - I feel like you could use it for the asset tracking too

    Dubsado if you’re smaller could be an option too.