What do you use as a CRM
Jobber isn't a great CRM, it can somewhat handle the customer relationship but it is lacking stages for a sales cycle, a pipeline, salesperson metrics, drip campaigns and so forth. Have you foun...
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I am currently using Keap for recurring holiday emails. Additionally, I utilize RE2, also known as Resquared, which is a commercial company finder designed for commercial clients. It automates marketing quite effectively; however, I have to use Keap as the primary platform and import my Jobber contacts into it.
Keap offers several advantages for my email marketing needs:
1. **Drag-and-Drop Automation**: The platform provides an intuitive drag-and-drop interface for creating automated workflows.
2. **Email Composition**: It allows for easy composition of emails.
3. **Email Syndication**: I can easily syndicate emails to my clients.
4. **Client Sorting**: I can sort clients by tags, such as commercial, recurring, real estate, Airbnb, etc.
Overall, Keap enhances my marketing efforts by streamlining processes and improving organization.
