Client Relationship Management System (CRM)

Every service provider knows that managing new and old clients can mean you will have a headache when it comes to employing one or more systems to cover so many integral parts of your business.

A few key points to look for in a good CRM system:

  • User friendly online booking system (mobile forward or app)
  • User friendly dashboard
  • Text and email notifications
  • Point of sale system
  • Free & paid marketing tools
  • Client tracking and forms
  • Email and text marketing
  • Employee payment and tracking system
  • Portfolio building capabilities
  • A robust service building app that allows for countless options for bundling, add-on's, packages, price points, taxes, service provider times, etc.

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