Which crm would you recommend for a psychologist practice to manage waitlists and the communication with potential clients prior to booking. The current booking system is Timely, and the prebooking work in outlook and spreadsheets. Would love to have workflows and follow ups streamlined and enter client information once and not in multiple systems. Help!
@StewartGauld6 ай бұрын
Hey! I would use a platform like Monday.com for this.
@MikeDavis-j4nАй бұрын
Zoho
@MikeDavis-j4nАй бұрын
Zoho
@moeasal8 ай бұрын
Hey Stewart! Great video!! What would you recommend for a outpatient medical practice with 3 different offices looking to monitor all marketing campaigns, project management, integrates well with healthcare record (eclinical work), follow up with clients (text or email), schedule appointments and output visually friendly KPIs? Cost isn't an issue.
@StewartGauld8 ай бұрын
Hey, I would look at using SmartSuite or Bigin. Both these platforms have everything that you are after.
@doncon97314 ай бұрын
Hi Stewart. Which crm would be best for a company selling kitchens, mostly used for keeping track of conversations, telephone & email along with updated customer requests and information. up to 20 users.
@StewartGauld4 ай бұрын
Hey! I would use HubSpot or Zoho. Both their free plans will be sufficient enough for your requirements.
@AscDrew19 күн бұрын
Stewart, I love that you seem to reply to all your comments! What recommendations for a small property management/landlord company (15-30 units), specifically to track and follow up on prospective applicants. I get inundated when we have vacancies and find it hard to keep manage all the contacts efficiently. Would also like to be able to outsource those contacts to a VA of poss using a database/software with their own log in, as well as follow up emails after several months to those that were qualified but didn’t rent with us for some reason. Thanks in advance for your input!!
@StewartGauld19 күн бұрын
Hey! I try! For a situation like this I would use a data based like Monday.com.
@itskaiwen22 күн бұрын
Hey Stewart, great video, question: what would you recommend for a SME selling clothing and semi-luxury products such as suits? With needs like being able to create personalized tags for different customers and filter them, add infos such as phone numbers, whether they are cold leads or not, etc. ? Ideally that is easy to use and available on mobiles. Thank you so much.
@StewartGauld22 күн бұрын
Hey. Thanks. I would look at using Monday.com or our Sheetify CRM.
@teasulo Жыл бұрын
Great Video ! THANK you !What CRM would you suggest for B2B seo and content small enteprise for a team of 10 that focuses primarily on contract management and costumer follow up?
@StewartGauld Жыл бұрын
Thanks! I would look into using Pipedrive or HubSpot.
@jasminewalker46369 күн бұрын
Hi Stewart, are there any CRM that you would you recommend for a small design business that could combine the following: job number generation, maintain invoicing information, and aid with billing timeliness (mostly financial and record keeping) and create Gantt charts, while managing project and task assignment? My team was using Insightly for the first half but they do not have the other project management properties we are growing to need. The business has 3 main divisions so having separate teams within one platform would be beneficial if possible.
@StewartGauld8 күн бұрын
Hey Jasmine, I believe monday.com would work best for you.
@doodleswithneha7 ай бұрын
Hi, which software would you recommend for an online cake business?
@StewartGauld7 ай бұрын
I would use Monday or SmartSuite.
@skywayexteriors89614 күн бұрын
Hi Stewart, I am a small roofing business starting right now, but I am looking to get CRM to manager all the leads so which one you will recommend?
@StewartGauld14 күн бұрын
Hey mate, I would recommend our Sheetify CRM. We have many roofers that love this CRM.
@JamieDreyer8 ай бұрын
Great video. I run a small posture practice. I need a crm that will help me capture leads (easy to create attractive funnels) into a pipeline, appointment calendar, email campaigns & sms...that can grow with my business. Which one would you recommend? I see that you recommended SmartSuite instead of the ones in your video. What makes that one better suited? Thanks!
@StewartGauld8 ай бұрын
Glad it was helpful! Yes, we are updating this video soon. Now I would recommend Bigin by Zoho or HubSpot for your type of business requirements.
@nemo60308 ай бұрын
Merci pour la présentation. J'ai un entretien d'embauche demain avec la Salesteam de Salesforce. Je revise là haha
@StewartGauld8 ай бұрын
¡Me alegro que hayas obtenido valor!
@sergejsstelmahs886010 ай бұрын
Hi! Thank you for your reviews. What free CRM would you recommend for small B2B service company? With integrated task management.
@StewartGauld10 ай бұрын
I would use Bigin CRM by Zoho for service b2b. We have a tutorial on this platform :)
@quidproquosyd Жыл бұрын
On a previous video, Monday vs SmartSuite you reviewed both and had SmartSuite as a the winner. I'm wondering why SmartSuite isn't included in this more recently published video. Has something changed?
@StewartGauld Жыл бұрын
Hey mate, This is because I was reviewing Monday and SmartSuite as a work management platforms not focusing on CRM capabilities. Monday has more to offer in regards to their CRM. I hope that helps 😊
@hiddendetails608120 күн бұрын
what do you recommend for an auto detailing and restyling shop
@StewartGauld20 күн бұрын
I would use Zoho Bigin.
@beyondbordershistory Жыл бұрын
Hi Stewart, thanks for sharing this video, I have a quick question. Can you please suggest a CRM for a small team of 10, where we can also have a facility of calls and text messages services.
@StewartGauld Жыл бұрын
Hey Shahbaz, I suggest Pipedive or HubSpot. Zoho would do the trick too. Just depends on your web stack and what else you need out of a CRM other than it's core features.
@beyondbordershistory Жыл бұрын
@@StewartGauld Thanks.
@PocketOffice Жыл бұрын
@@beyondbordershistory EngageBay and Go High Level as well as Apex Creatives have a great system for sms messages and call logging. Just a thought too
@gavinboomer744624 күн бұрын
Hello Stewart! What CRM do you recommend for a dog training business? Our biggest challenge is responding to emails quick enough and reaching out to cold leads. It’d be nice to have different groups of contacts like current, past and potential clients for relevant email lists. Thanks!
@StewartGauld24 күн бұрын
Hey! HubSpot is great for this type of list and email engagement.
@AsymiyuhАй бұрын
Hi, which software would you recommend for online clothing and shoes business?
@StewartGauldАй бұрын
Hey! I would use Monday or HubSpot.
@roboticz34747 ай бұрын
Could I ask, What would be best for a small Hvac or electrical business, I need to follow up with customers, auto email, send invoices and maybe have a blog page with QandA. Thank you agian for all the info I cant cant make up my mind haha
@StewartGauld7 ай бұрын
Hey! So you do not have a website yet? Or landing page? I would look at using HubSpot or Bigin.
@linaje_jewelry8 ай бұрын
Hello, what recommendation do you have for a small 2 person jewelry company?
@StewartGauld8 ай бұрын
I would use a CRM like Bigin based on the information that you have provided.
@souvikdutta37126 ай бұрын
Which CRM would you recommend for a Market Research startup? It will be great if I can manage sales, email marketing, social media management in a single system.
@StewartGauld6 ай бұрын
Hey! I would look into Zoho or Monday.
@vincentvito21 Жыл бұрын
Great video. It’s the best currently on KZbin. What would you recommend for a brewery that sells B2B, Shopify and retail shop? Thanks 🙏
@StewartGauld Жыл бұрын
I appreciate that. I would look at using HubSpot or Keap for this type of business.
@kimanicampbell3715 ай бұрын
Hi Stewart! Which would you recommend for a Smart Tech Company, it needs to be able to track customer calls and interactions, sales, scheduling with technicians, track reports and documentation, project management, email, visually friendly KPI’s . I know it’s a lot but it’s what I need. Only about 10 employees.
@StewartGauld5 ай бұрын
Pipedrive would be a fitting choice.
@UGMAMLLC25 күн бұрын
Excellent value delivery! Question: I am not a tech savvy person. However, I have a client who needs a CRM system for his brick and mortar business. He wants to collect customers who come in the business information. I told him I can set it up for him, but I have no Idea about any of this lol. I just want something simple so I can help my client, something I can just collect customers emails or number and send out special deals etc. What do you recommend?
@StewartGauld25 күн бұрын
Thanks! You're welcome! Have you looked into mu Sheetify CRM I built for business like yours? More details in the description. This might be exactly what you are after.
@BabakFadaiepour9 ай бұрын
What’s the best CRM for executive level? Looking to keep up with our executive level conservations with our different peers in our industry
@StewartGauld9 ай бұрын
Zoho or even a tool like Slack.
@gmfit53607 ай бұрын
Great video - really valuable as there is a lot of mixed messages/sponsored reviews online which make it harder to choose! What would you recommend for a demolition/construction start up? Would love something for contacts, deal progress, storing customer notes and follow up reminders.
@StewartGauld7 ай бұрын
Hey! Thanks. Monday or SmartSuite could be a good option for you.
@eb22176 күн бұрын
What crm would be best for a supply company
@StewartGauld5 күн бұрын
Depends on many variables. However, Monday.com is a good solution.
@Gigi0869 ай бұрын
Hi Stewart! What CRM do you suggest for a team of 15, IT trading company, with ticketing system?
@StewartGauld9 ай бұрын
Hey mate! Great question, I would recommend looking at Bigin for a team of 15 and service based.
@yasminparween56834 ай бұрын
Which software i should learn for coustomer care services of Flipkart/meesho/amazon . I want to learn it for online platform jon and one of the requirements is crm software . Can u suggest me which one i should choose to learn first or how many software i should learn nd which software?
@StewartGauld4 ай бұрын
Hey mate, I’ll have to look into this one and get back to you 🤗
@roxannaamaya57498 ай бұрын
Hi Stewart - thank you for your video. Which CRM system would you recommend for a mortgage company/loan officer?
@chakhuayew50507 ай бұрын
Sound specific, I am web developer can do this type of CRM with more report and functions
@aliciapapo78255 ай бұрын
hi, create video. Which CRM tool would you recommend for an agency that deals with Exhibition, brand awareness etc. basically PR to use?
@StewartGauld5 ай бұрын
Have a look at Bigin.
@sarshadawan177511 күн бұрын
Hello sir, I'm starting a drinking water business b2b what crm software do you suggest me?
@StewartGauld11 күн бұрын
I would look into Pipedrive.
@PaolaDflow6 ай бұрын
Hi Stewart! Looking for a CRM that's good for Printing Solutions/Services that can cater to both B2B and Ecommerce. Can you recommend which one is the ideal tool?
@StewartGauld6 ай бұрын
I would look at Bigin or HubSpot.
@raj0802887 ай бұрын
Hi, what CRM would you recommend for a B2B web agency where emails and website needs are collected to then sell these services to the clients?
@StewartGauld7 ай бұрын
Hey! I would use HubSpot.
@raj0802887 ай бұрын
@@StewartGauld appreciate your prompt reply. Do you know any free ones that are similar? Many thanks
@qmoweiАй бұрын
We are a tea production and sales company with 3 people, and we plan to expand to 5 people in the future. We would like to inquire about suitable software for production line, quoting, inventory, and customer management. Currently, 70% of our business is B2B, and 30% is retail customers. What would you recommend? (support for Chinese language) Thank you very much and helpful vedio
@StewartGauldАй бұрын
Hey! Hve you looked into Bitrix24? This would be best. However, their paid user plan.
@ericbeutz5 ай бұрын
Stewart thank you for your informative video. I am an outside sales rep. I currently use Pipedrive. I need something that is more robust as far as mapping goes. In fact I wish I had a CRM in which I could use the map as the home screen. Do you have any suggestions?
@StewartGauld5 ай бұрын
Glad it was helpful! Hmmm Pipedrive is a good option. Have you looked at any of HubSpots hub plans?
@glaucorocha22337 ай бұрын
Hi Stewart, thanks for the great video. Which CRM would you recommend for a small Home Improvement Business? B2C
@StewartGauld7 ай бұрын
I would use Zoho Bigin or Monday.
@kristineantonio8945 Жыл бұрын
thank you so much Stewart...
@StewartGauld Жыл бұрын
Your very welcome.
@TheSjsal4 ай бұрын
how would you compare these tool to Microsoft dynamics?
@StewartGauld4 ай бұрын
I’m not familiar with Microsoft dynamics but will look into this.
@isranshareefmohammed7452Ай бұрын
Great video mate What CRM would you suggest for a international trading company for different Product lines, with 3 users and email automation
@StewartGauldАй бұрын
I would consider Bigin or Pipedrive.
@AbdulHayy-w3k5 ай бұрын
Hey Stewart! Great Video!! What CRM would you recommend an ads agency to streamline the sales process, manage sales team progress and content creation?
@StewartGauld5 ай бұрын
Hey! I would use HubSpot or Pipedrive for a agency looking to focus on sales.
@macsek299 ай бұрын
Hi Stewart! Can you please recommend a simple a preferably free CRM for a child psychologists’ center? We would need it to keep record of our therapy clients as well as participants of our courses. Thanks for your content and your help.
@StewartGauld9 ай бұрын
Hey! I would use Monday or SmartSuite. SmartSuite's free plan would be a better option for you.
@Thryvetogether5 ай бұрын
great video. what do you suggest for a startup focused on outsourced accounting, sales consulting, and CFO/ VP of sales services?
@StewartGauld5 ай бұрын
Monday or Bigin I would test for your organization.
@Thryvetogether5 ай бұрын
@@StewartGauld thanks for the reply Stewart!!
@i7z7z7y7 ай бұрын
Great video 😊 what would you recommend for a small nonprofit? (Data security is also important). Thanks!
@StewartGauld7 ай бұрын
Hey! I would use Bigin by Zoho.
@quickpr994 ай бұрын
Thank you very much, Stewart. Very useful video. What CRM you suggest for the financial planning agency?
@StewartGauld4 ай бұрын
Welcome! This can depend on a few requirements. Zoho CRM or Bigin would be a good option.
@quickpr99Күн бұрын
@@StewartGauld Thank you
@DeborahErhinyoreАй бұрын
This quiet an informative video Please what crm would you recommend for a startup ride-hailing service
@StewartGauld29 күн бұрын
You're welcome! Something like Monday would work well for you.
@DeborahErhinyore29 күн бұрын
@@StewartGauld Thank you
@goldieg69342 ай бұрын
Hi Stewart. Whats the best crm for email marketing mainly.
@StewartGauld2 ай бұрын
Hey! I would use a tool like MailChimp (Service based) or Omnisend (Ecommerce).
@goldieg69342 ай бұрын
@StewartGauld is there any free ones? Also does hubspot still do email marketing?
@alexander396854 ай бұрын
Hey Stewart great video! Thank you for making such helpful content. What CRM would you recommend for an appointment based business in the health industry (similar to spas, acupuncturist, chiropractor, etc.) We have a few different locations and are looking for something that can manage and track lead status, track future and existing appointments, send mass promotional emails to various patient groups, and sync with outlook calendar. Thank you for your help!
@StewartGauld4 ай бұрын
Hey mate, I would actually look at using ClickUp. They offer everything that you are after.
@GabrielleMullen-t3m Жыл бұрын
Guys in your opinion which is the best CRM for startups. Thanks!. Please do a video for top 5 HRMS apps for SMB.
@StewartGauld Жыл бұрын
I would use a tool like SmartSuite or Monday.
@BroadstarImmigration-u3h4 ай бұрын
My company has just 1 more employee in different time zone for completing tasks that I assign them and we help students to get admission to different colleges, so want to keep track of leads, college admission process step achieved, amount of tuition fees paid, left fees, deadlines for applications etc. Have documents of all students to store for which I currently use google drive. Whats the best and easiest to use? Really appreciate your time for replying. Thank you
@StewartGauld4 ай бұрын
Hey! Thanks for reaching out. I would use Monday. Or you can try our Sheetify CRM? Have you looked into this?
@BroadstarImmigration-u3h4 ай бұрын
@@StewartGauld I looked into Monday, just wondering how to start organizing the tabs, after watching your video also thinking of hubspot as its more customizable I think. But also I think with the help of your videos I should be able to go with Monday.
@c.thomas.mediamarketing Жыл бұрын
Are there any CRM software services that is a one time payment? Ones you know that have good customer service. From what I see most CRM are monthly payments, which our company doesn't want to go with.
@StewartGauld Жыл бұрын
Hey mate, Unfortunately not, they are built of a recurring structure.
@huffj2 Жыл бұрын
Great video! Are any of these CRM’s HIPAA compliant
@StewartGauld Жыл бұрын
Thanks! Yes they are.
@agungnugraha50116 ай бұрын
Great video! What would you recommend for real estate broker company?
@StewartGauld6 ай бұрын
Thanks! Pipedrive or Bigin.
@tomgair6472 ай бұрын
Great video Stewart, thanks for sharing. Im just starting out with local seo for tradespeople. Only really want a dozen or so clients to focus on. Whats the best option for me in your opinion? Also need a crm that can ingrate pandadoc and facebook if possible. Also which one offers text marketing options?
@StewartGauld2 ай бұрын
Hey! Thanks for that. HubSpot's free CRM will be more that suitable enough for you or you can check out our Sheetify CRM that we built for micro businesses like yours.
@tomgair6472 ай бұрын
@@StewartGauld Hi Stewart, thanks for your response. Looking at your sheetify crm, would i be able to integrate calendly, a software to take payments for example through gocardless and also i would like to be able to use text marketing.
@StewartGauld2 ай бұрын
@@tomgair647 Hey mate, Sheetify itself does not offer text marketing. However, you can integrate other tools like Calendly and text marketing tools using Zapier.
@herambthuse5460 Жыл бұрын
Please also do a video for top 5 business accounting affordable apps in 2023 for small enterprises
@StewartGauld Жыл бұрын
Great Idea, I will look into this. Although we do have a blog post you can check out regarding this topic.
@saltpro56038 ай бұрын
@@StewartGauldlink to the blog post?
@ArtHeadshotStudio5 ай бұрын
Hello Stewart Thank you for all the valuable information I'm a small photographer that does headshots and branding pictures for businesses and to increase sales I'm going to hit the pavement in my area to ceate a list of contact and introduce myself. For now I want to start visiting medical office. So, I'm looking for a solution that would help me log in all the contacts so that I can follow up with personalized mass email. I also need a software that will allow me to scan business cards to create those contacts. I will be getting an iPad to do this but I need to be able to access the contatcs and features from my office computer or my laptop also. Do I really need a CRM or a simple CMS would do ? Any recommendation ? Thank you in advance
@StewartGauld5 ай бұрын
Hey! I would use a CRM for sure. Have you seen the Sheetify CRM that we created? This will be perfect for you. Alternatively, Monday would work well too.
@ArtHeadshotStudio5 ай бұрын
@@StewartGauld Thank you for the Info... I looked into Monday and the cheapest plan they have is $36/month What do you think of Bigin, I played around with it and it seems pretty straight forward. I like Bigin so far because you can add various pictures within the contacts and you can easily create custom fields
@_harshithashetty_ Жыл бұрын
Can anyone please suggest best CRM for small business like for online teaching institute if we go with free version
@StewartGauld Жыл бұрын
Hey mate, Depends on many variables. How big is your team?
@_harshithashetty_ Жыл бұрын
@@StewartGauld Group of 10-12 people
@MeekLuxurious Жыл бұрын
How would I use my forward business email with hubspot? Would I put the original gmail or the forwarded email does it even matter ?? QTNA lol
@StewartGauld Жыл бұрын
Hey, You would connect your gmail account. Everything inbound will be found in your HubSpot account.
@MeekLuxurious Жыл бұрын
@@StewartGauld ok thank you I’m going to try that
@StewartGauld Жыл бұрын
@@MeekLuxurious All the best!
@herambthuse5460 Жыл бұрын
Please do a video for top 5 HRMS apps for SMB
@StewartGauld Жыл бұрын
I will look into that. Thanks!
@mukundkashyap11 ай бұрын
Which is the best CRM Software for Freelance Business for soloperner
@StewartGauld11 ай бұрын
I would use Monday or Bigin (Zoho CRM)
@mukundkashyap11 ай бұрын
@@StewartGauld I'm looking for a CRM that can seamlessly integrate with ASANA, and in the future, I plan to expand my team.
@sajjadkabirmdsharifulalam8652 Жыл бұрын
Thanks
@StewartGauld Жыл бұрын
Welcome mate
@econ.joseignaciobritoponce9165 Жыл бұрын
Guys in your opinion which is the best CRM for startups. Thanks!
@StewartGauld Жыл бұрын
Hey mate! Monday would be your best bet due to the extensive customizations ideal for dynamic startups and you will find the PM features helpful too.
@NeverStopTRK3 ай бұрын
This sounds like one big ad. No value!
@StewartGauld3 ай бұрын
Hey! Thanks for your feedback!
@PetzNonofubАй бұрын
There is no free CMR Software! And none of these sofwares is worth a dime!
@StewartGauldАй бұрын
Yes they are. However, they are limited.
@PetzNonofubАй бұрын
@@StewartGauld yes, if I could ask you just one favour - it would be to change the titel form "free" into "free trial". Than at least your promotion would be a bit more coherent and so your reputation would be more solid.
@rentefald8 ай бұрын
Fun, but not one of these are CRM in the real world.
@StewartGauld8 ай бұрын
What do you mean?
@AskRemy Жыл бұрын
you talk too much - no chance I can waste my time watching this
@StewartGauld Жыл бұрын
I’m sorry you didn’t get value. All the best!
@arizzy-si4cz8 ай бұрын
@@StewartGauldfuck that piece of shit I got value from the video thank you Stewart. If he doesn’t want to watch the video you provided a useful link. Thank you again.
@arcticfox56607 ай бұрын
Hi ! I work for a gaming club , I would líke to ask you wich CMR you suggest me to uso to track all my clients gaming hours so they can earn a VIP status , great video !
@StewartGauld7 ай бұрын
Hmm I believe there will be a specific software that you can use for this.
@princymokoena98558 ай бұрын
hello Stewart which CRM will you recommend for a paint company