User Review( votes)
Hi! I am working on a project (with a limited number of memberships we can offer) that got a lot of interest—which is great…
…but now it's time to start communicating with the applicants, en masse and individually.
I think we need some sort of portal to keep track of all our interactions with each customer.
I am envisioning the following two views in the portal>
A) A view of all the customers – can be sorted by any field, and segmented into groups
B) A detailed view of each customer The detailed view would include the following things: * Our email (and maybe instagram) conversations with them * Typeform survey results (or at least a link to the typeform) * A section for notes from the interview with the customer. * A section for linkedin / social media / whatever else of the customer
I have looked at Hubspot, which seems infinitely complex, and Gorgias, which seems geared entirely to eCommerce stores, so it doesn't have the part B functionality described above.
Right now we are handling customer records with Mailchimp, surveys with typeform, and customer service via email. Eventually we will have billing, but i think that will be handled through Shopify.
Any advice much appreciated!