How to build a custom CRM solution
GivePulse: https://www.givepulse.com/
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- Thryv is a user-friendly CRM system commonly used by small businesses
- The basic plan costs $60 a year
- Features functionality to integrate with Squarespace so you can install additional widgets for no additional cost to your website, such as a calendar for scheduling appointments and a client portal to allow customers to track their purchases/view account activity/send files/make payments
- Compatible with Braintree, an easy to use invoicing method.
- They have a blog that offers advice to small businesses for good automated emails and text messages to start your CRM system off with
- Their website offers free documentation, webinars, and live online support. There is a 24/7 chat room with a live rep.
- Thryv is accessible on iOS and Android-operated mobile devices
- They offer a free 7-day demo here: https://www.thryv.com/small-business-lp2/?&ds_lpt_start&ds_lpt_end&gclid=CjwKCAiAo8jgBRAVEiwAJUXKqJuWBrEecRcUTmUyLL66EuroNiKciMFfRAlcANCMPRUxaQkTHFQQYRoCEkkQAvD_BwE&gclsrc=aw.ds
- Watch this short tutorial on Thryv for small businesses: https://www.youtube.com/watch?v=b_C8JREfI90
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