http://www.thesaleswhisperer.com/blog/sharpspring-crm
http://ReferWes.com
http://BestCRMForMe.com
- Alexander Lalonde
- Health, wellness, beauty, spas, tanning, waxing
- Mobile-friendly booking engine
- Can be white-labeled via their API
- Operates like an airline
- Resource-based
- Time
- Employee
- Price
- Realtime
- Tiers / exerience level
- Level 1 PCI compliant
- Take a deposit
- Hold credit card
- Pre-pay
- Accept cancellation policy
- 33% of Millenials will never pick up a phone to book a reservation
- 70%+ of traffic is on mobile
- "Match or beat" merchant account policy with three partners
- Clover Mini card-swipe
- Client-facing terminal (Chip-reader, Apple Pay, Tip, Receipts)
- Use Booker's tab for Walk-Ins
- Same framework as Google Calendar
- Add manually for call-ins
- Added to CRM
- Staff notified based on their preferences
- Pre-check-in feature
- Set-it and Forget-it reminders (email and text)
- Frederick
- Acquired 18 months ago for 2-way texting
- Smart marketing / rescue lost customers
- Setup suggested services
- Do a drip campaign with discount thresholds
- Smart AI to learn from the interaction of the customer
- Full email blasts
- Feedback and reviews
- NPS—Net Promoter Scores
- Side panel for fast check-in and check-out
- SaaS / Cloud-based
- Apple and Android apps with branded apps if interested
- Saves credit cards securely, which streamlines membership subscriptions
- Full-featured CRM
- Profile photo
- Progress notes with date and time stamp
- Appointments
- Orders
- Purchases
- Segment your list
- Customizable fields
- Basic
- Standard
- Plus (best if you need intake forms with custom information)
- Staff
- Salary structures
- Schedule
- Time clock
- Payroll (access granted to contractors)
- Products
- Vendors
- POs
- Inventory levels
- Reports / Business Intelligence
- Easy, informative dashboards (run on mobile)
- Customer App
- Direct interface to Google
- Yelp
- Facebook
- Referrals
- Groupon
- Magazine Ads
- Newspaper Ads
- Month-to-Month contracts
- Less than a typical cell phone bill
- Embrace the change! Get off of pen and paper and get on Booker.
- You get the onboarding help you need