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Client Management System (alien.top)

submitted 11 months ago by JediMedic1369@alien.top to c/entrepreneur@indiehackers.space

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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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[–] JediMedic1369@alien.top 1 points 11 months ago

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

[–] smmayo@alien.top 1 points 11 months ago

HubSpot is amazing

[–] maggiegiele@alien.top 1 points 11 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.

[–] Mindless_Window3323@alien.top 1 points 11 months ago

Have you tried Asana?