User Review
( votes)Hello, I am a freelancer and i am looking for a tool to achieve the following automation for my projects. I use ClickUp at the moment but i am open to any CRM that can do the following
- Project with custom column: Event Date.
- Trigger: 2 weeks before Event Date. Send reminder e-mail to client.
- Trigger: 3 weeks before Event Date. Send reminder e-mail to client.
Hope somebody can help and give suggestions. Is there an email marketing tool or something else so i can combine the two? I have checked the following CRMs, wuld be nice to have a straight forward solution.
Pipedrive
Bloom
Folk
Missive
Plutio
Get Sprout Studio
Tave
Capsule
Overloop
Honeybook
HubSpot
ClientJoy
Zoho
submitted by /u/wackokofi
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