My lady is looking for a CRM that would allow her to:
Keeps track of appointments Invoices Schedules Text reminders I can send forms or questionnaires prior to appointment Customizable templates (branding documents) invoice, agreements Keep all employee files categorized or in their own file.
Any recommendations?
happiness is a mediocre standard for a middle class existence - S. Williams
I don't not like you because you have dumb ideas about the world, I don't like you because you have other people's dumb ideas about the world. - Rjcc