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
You must log in or register to comment.
Maybe they can and I’m just not understanding all of the jargon that’s in their marketing material.