Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Answer: From the extra details you’ve given me, it sounds like you want a CRM that is easy to use, quick to learn and can be built-in to your manufacturing process. There are plenty of project management options that will give you cost analysis including labour and COG but you’re looking for simple. I’d recommend that you check out Pipedrive for a simple, left-to-right Kanban board-style software program that also has some nice workflows that could be triggered for different parts of the manufacturing process i.e. if you’re doing custom orders, you could have one stage trigger an update email to the customer. If you’re looking for something to use on the factory floor that is pretty foolproof, check out Trello and have it set up on a large touch-screen tablet in each stage of the process. You’d then be able to have staff move cards/orders across the various stages easily. A downfall to using Trello is that it’s not a traditional CRM so you may want to capture the data on a card and then have an automation set up so the customer information is pushed to a lightweight CRM like OnePageCRM or Capsule at the end of the manufacturing process.
Further details of question: I’ve been looking for an expert in a *cloud based* project management software (Trello, Monday.com, or equivalent) to build out a workflow for me and my team.  We build and sell furniture and we want a workflow that can set internal deadlines, increase accountability, and keep things running smoothly. What type of …
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …
Some options for software for sending out physical birthday, congratulations, Christmas and other greeting cards to clients: đź“š ContentsAutomatic printed cardsAutomatic handwriting-generated cardsReal, handwritten cards by humans Automatic printed cards SendOutCards – starts at $2.75 per card, add an extra $1 or $2 for building your own card and for photo drop cards Sincerely Ink …
Further Details of Question How do I create a client portal so they can access invoices/quotes/raise support tickets? We’re currently getting a website developed, however, I don’t know how to create a client facing portal, where users can login, raise support tickets, and access key documents including contracts, invoices ect. Answer There are a few …
Simple CRM for surfboard manufacturer
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Answer: From the extra details you’ve given me, it sounds like you want a CRM that is easy to use, quick to learn and can be built-in to your manufacturing process. There are plenty of project management options that will give you cost analysis including labour and COG but you’re looking for simple. I’d recommend that you check out Pipedrive for a simple, left-to-right Kanban board-style software program that also has some nice workflows that could be triggered for different parts of the manufacturing process i.e. if you’re doing custom orders, you could have one stage trigger an update email to the customer. If you’re looking for something to use on the factory floor that is pretty foolproof, check out Trello and have it set up on a large touch-screen tablet in each stage of the process. You’d then be able to have staff move cards/orders across the various stages easily. A downfall to using Trello is that it’s not a traditional CRM so you may want to capture the data on a card and then have an automation set up so the customer information is pushed to a lightweight CRM like OnePageCRM or Capsule at the end of the manufacturing process.
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Further details of question: I’ve been looking for an expert in a *cloud based* project management software (Trello, Monday.com, or equivalent) to build out a workflow for me and my team.  We build and sell furniture and we want a workflow that can set internal deadlines, increase accountability, and keep things running smoothly. What type of …
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With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …
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We need help building a client portal
Further Details of Question How do I create a client portal so they can access invoices/quotes/raise support tickets? We’re currently getting a website developed, however, I don’t know how to create a client facing portal, where users can login, raise support tickets, and access key documents including contracts, invoices ect. Answer There are a few …