We’re seeking CRM Support. We need to streamline the following processes:
- Client Onboarding
- Lead Nurturing
We’re reviewed quite a few CRMs and have yet to settle on one.
We’re open to utilizing Zapier, but prefer if most of these functions can be achieved within CRM natively.
Stack we currently use: Xero, PandaDocs, GSuite, Stripe, WordPress
We’re a growing Digital Agency and truly need support in streamlining this process into a CRM.