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Do I need a CRM, a support ticket system or a project management tool? I don’t know! I am looking for a better bit of kit to support my customers. I need to send templated emails, track to-dos and complete tasks in a systematic way (for things like the onboarding process, monthly check-ins etc.) Ideally I want email traffic between me and my customers logged too.
Can anyone make a recommendation for software to look at? It could be any of the three types listed above, provided they do what I want!
Gareth Turner and Rob Fryer8 Comments-
@sarahmarsh I can help you with that. It will be easier to talk to me directly though.
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Hi Sarah
I started using Go High Level about 5-6 months ago. I got it initially through a marketing outreach company I was working with at the time and was using it for contacts and customer tracking, building customer and project lists and some automated email outreach.
I’ve grown to love it and what I love most is that it has many things you get elsewhere under one roof. For example I have since ditched Calendly as I can set up multiple calendars and invites. I have ditched Mailchimp because i can create simple sign up landing pages and forms, email templates etc within it and everything is tracked and tagged in one place.
You will also be able to set up a customer community and support ticketing through it.
I am no expert in it and can’t compare it to much else as it is the first CRM type thing I’ve used but if looking for all you need in one place, it’s a good option
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@robfryer-brandstorm looks quite interesting but very sales focused. I need the post-sales stuff really – it doesn’t look like Go High Level really covers that?
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@sarahmarsh you can use it for whatever you need it for really. I do use it to set reminders to follow up with new leads or current customers and email them through the system.
However I am sure there are probably better platforms that specifically do only that side of things.
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@sarahmarsh It’s good if you know what you want to set it up to do, pre or post sale. I know a team that uses it for everything and they swear by it, I can connect you with Stuart (another Stuart, not anyone you might know!) who might be able to share some insights and demo? They just launched a new dentures business and are very customer focused, I wouldn’t imagine Stu and his brother would pick something that didn’t manage the after care well. Happy to send you both an introductory email.
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@stu thank you for the offer, but I’ve decided to settle down with the system I have for now. In reality, I’ve not got the bandwidth for a major change.
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Hi Sarah.
Have you looked at monday.com? Another one that is worth looking at is Notion.so
Best,
Kate-
@katelawson thanks – will take a look.
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