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
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Maybe they can and I’m just not understanding all of the jargon that’s in their marketing material.
HubSpot is amazing
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.
Have you tried Asana?