What are the best Mac apps or web services for managing customer relationships effectively?

Macpreneur

Are you juggling multiple client calls, emails and notes, feeling overwhelmed and unsure who's where in your sales pipeline? You are not alone. As solopreneurs, managing client relationships can be a messy juggling act. But fear not, because today we will explore powerful Mac apps and web services that will help you stay organized, informed, and connected with your clients.
By the end of this episode, you will have a clear understanding of different CRM solutions, discover tools perfectly suited for your business type and walk away with actionable tips to finally simplify your client relationships.
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Розділи

1. Teaser (00:00:00)

2. Welcome (00:00:44)

3. Managing Customer Relationships is hard (00:02:55)

4. The 4 things to look for in a potential CRM (00:03:50)

5. 2 by 2 matrix to classify CRM solutions (00:05:00)

6. Quadrant 1: Dedicated Mac apps (00:06:00)

7. Pros and cons of dedicated Mac apps (00:09:42)

8. Quadrant 2: All-in-one Mac app (00:10:18)

9. Pros and cons of Daylite CRM (00:11:28)

10. Quadrant 3: Dedicated web services (00:13:41)

11. Podio (00:14:04)

12. ConvertKit (00:15:13)

13. Google Workspace (00:16:26)

14. Todoist (00:17:39)

15. Zapier (00:18:44)

16. Pros and cons of dedicated web services (00:19:38)

17. Quadrant 4: All-in-one web services (00:20:22)

18. Pros and cons of all-in-one web services (00:21:37)

19. One more thing (00:23:15)

20. Recap (00:24:37)

21. 360° Tech Diagnostic Service (00:25:11)

22. Next and outro (00:25:55)