by aerlie | Nov 20, 2018 | Growing your Business, Simple Business Systems
Part 3 of the Dubsado Series, is all about Dubsado features that I love! This is where I get gushy about how it has totally improved my customer service, and nailed my lead capture workflow. In Parts 1 and 2, I’ve demonstrated how to set up Dubsado, given a tour...
by aerlie | Nov 13, 2018 | Growing your Business, Simple Business Systems
Here’s Part 2 of my Dubsado series where I’m demonstrating how you can save time with workflows using Dubsado as a CRM. I’ll also provide some examples of how you can use them. You can watch Part 1 – How to set up Dubsado here. What is a...
by Erika | Nov 13, 2017 | Growing your Business, Simple Business Systems
Have you been wondering if there is an easier way to manage your clients and your leads? A CRM is definitely the answer. What’s CRM? It stands for client relationship management, and it generally refers to a tool that makes all of your client management easier...
by aerlie | Jun 8, 2017 | Growing your Business, Organisation, Simple Business Systems
Just like in parenting, the same goes for client management – you get on top of one thing, and another needs your attention. For a long time, I didn’t really have enough clients that warranted a “system” – and then I started to grow and grow, and...
