EPISODE · Jan 2, 2019 · 5 MIN
Q & A | What Tool I use for Client Relationship Management
from Listen + Lattes with Rosemary · host Rosemary Watson
If you're not familiar with a Client Relationship Management tool, it's an app that allows you to send invoices, keep track of your projects, and can have templated quotes, emails and questionnaires to streamline your workflows and not reinvent the wheel each time to bring on a new client. The tool I've been using for a while is Dubsado, and I've LOVED every feature they roll out. If you want to try out Dubsado, you get 2 free projects, and can use my affiliate link below: https://www.dubsado.com/?c=rwpfriend *Gorgeous image of Dubsado by my girl Jana Bishop Collection 😘
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Q & A | What Tool I use for Client Relationship Management
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