Posts tagged CRM
Getting Started in Dubsado — Part 1

One of the first systems I recommend clients get setup is their CRM (client relationship management). This is where they’ll be able to keep track of their leads and current and past clients. One thing that a lot of people don’t fully realize is how much time and work it takes to get a CRM set up. A lot of people get overwhelmed when it comes to setting up a new program, but today I’m walking you through the very first thing you need to do to setup Dubsado!

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