Tools: Client Management

 

Client Relationship Managers

Doing a little run-down of the types of CRMs you can use in your business. They range from free to close to $100 a month. But the features they pack are worth a look.

Download the PDF version of these lessons here.

 

Google Streak

Regardless of whether you go with another CRM or not, if you use Gmail then you should take a look at downloading Google Streak. If you don't use Gmail, go ahead and skip this deep dive video.


Honeybook v. 17Hats and Dubsado

These are three all-in-one CRM tools for small business owners. I personally use and love Honeybook which I do a mini deep dive on in this video. These all-in-ones range between $25-40 per month and are mostly pretty comparable.


Bitrix24

Last minute addition to our line up is a quick roundup of this new CRM tool available for FREE.

Take a look.