Efficient. Scalable. Automated.
Target Audience:
Small & Medium-sized Enterprises (SMEs) currently outgrowing Google Sheets who need a powerful, budget-friendly custom CRM App.
Small & Medium-sized Enterprises (SMEs) currently outgrowing Google Sheets who need a powerful, budget-friendly custom CRM App.
Automations:
- Lead Intake: Clients' data, documents, and enquiries collected via forms are automatically logged and processed.
- Smart Scheduling: Automated client appointment booking that syncs with your team's calendar.
- Work Management: End-to-end tracking of client projects and tasks.
- Automated Billing: Invoices are automatically generated and sent to your clients.
- Lead Intake: Clients' data, documents, and enquiries collected via forms are automatically logged and processed.
- Smart Scheduling: Automated client appointment booking that syncs with your team's calendar.
- Work Management: End-to-end tracking of client projects and tasks.
- Automated Billing: Invoices are automatically generated and sent to your clients.
Tools:
- Google Workspace Business - Your professional business suite.
→ From ~£6 per user, per month.
- AppSheet - Your custom CRM App.
→ Free for most Google Workspace Business accounts.
- WhatsApp API - Professional messaging.
→ Free for the first 1,000 conversations initiated.
- Make.com - The workflow engine.
→ From ~$9 per month.
- TidyCal - Client appointment booking.
→ $29 one-off lifetime payment.
- Google Workspace Business - Your professional business suite.
→ From ~£6 per user, per month.
- AppSheet - Your custom CRM App.
→ Free for most Google Workspace Business accounts.
- WhatsApp API - Professional messaging.
→ Free for the first 1,000 conversations initiated.
- Make.com - The workflow engine.
→ From ~$9 per month.
- TidyCal - Client appointment booking.
→ $29 one-off lifetime payment.