CRM database
Budget: $250 – $750 USD
Need a client database system to:
1) collect new client information
a. name, phone, address, email
b. how the client found our service
c. personal medical questions to aid in providing the proper service
2) allow the service provider to input post-service details notes and information about the service provided
3) Access previous client’s information
a. The provider reviews notes from previous services
4) Allow the service provider to download contact information for advertising text messages
1) collect new client information
a. name, phone, address, email
b. how the client found our service
c. personal medical questions to aid in providing the proper service
2) allow the service provider to input post-service details notes and information about the service provided
3) Access previous client’s information
a. The provider reviews notes from previous services
4) Allow the service provider to download contact information for advertising text messages