Absolutely:) I need a program that does both in one piece of software but I am spending too much time on following up with existing customers. I have a CRM with formulas in excel but I don’t have automation for it. It’s about 160 clients I want to follow up every 3 months or so to all clients to invite them to get another detail and let them know about our specials through text or email.
Hey everyone, other than jobber are there any other scheduling/Crm softwares out there to schedule but also automate? Any advice helps but really needing a program