FEA Create offers a full CRM (Customer Relationship Management) tool for your coaching service business that can help you keep track of all your client information in one place. You can add notes, create tasks, appointments, and even send emails to clients directly from Create.
ACTIONS TO TAKE:
Preview of the CRM Features
Why you need this for your business
What do you need before you get started
How to set up your pipelines
How to set up your client calendars
How to send invoices
How to send contracts
How to use the tasks features
How to use the notes features
RESOURCES:
HELP ARTICLES: Calendars
HELP ARTICLES: Pipelines
HELP ARTICLES: Contacts
HELP ARTICLES: Documents & Contracts
HELP ARTICLES: Invoices & Estimates