User Review
( votes)Hi all, I've spent DAYS researching different CRMS and signing up to free trials and I have decision paralysis at this point. I was wondering if you could please recommend a CRM that will do the following:
– Simple online bookings with payment integration
– Automated email journeys based on specific fields imputed in the contact's file (such as dates etc)
– SMS integration similar to above
– Online forms with digital signature collection
– General email campaigns for enquiries with form option to integrate with website for data collection
– Not super important: but file storage option or ability to store pictures in contact's file
I'm familiar with ZOHO, which I know would be perfect for the above but my client doesn't want to use it. I've looked at Hubspot which is a bit too pricey. Ideally would like something that could scale with the business (one practitioner). TYSM
submitted by /u/narrisah
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