Question: Our team uses a very complex Typeform and we heard that you were an intake form expert, someone who can streamline a funnel. We also heard that you’re a business solutions architect who can help us streamline it. Where we are at in the process: – We use Typeform Professional and max out all of …
More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment. A description of what I am looking for 1. log into a portal by requesting entry and receiving text with a login code. 2. once in the portal being able to select …
Further Details: I am starting a model/talent agency business and need a software to manage everything. Organize agenda, Calendar Talent bookings Send models package (pictures and videos) Accounting (invoices, billing) Website integrated (I am in the process of building a website) Here are some examples : https://www.mainboard.com/ https://www.mediaslide.com/ https://managerfashion.com/ I am a Mac user. I …
Further Details of Question We are looking to develop an internal quote and followup system that is used in our main office plus external workers to produce quotes for our customers, and then provide followup prompts and tools for our salespeople. The key features we are looking for are as follows: 1) A database of …
Further Details: I’ve been considering using Asana in my building business but I’m open to suggestions. Ideally I would like the following: To be able to track hours everyday for my 5 workers and on what jobs they work on. We have 5-6 jobs going at anytime. I currently use a spreadsheet for every job …
Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in …
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …
One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …