Customer Relationship Management
Wanna start playing with the big boys and upping your e-commerce success? 125,000 users trust Infusionsoft’s award-winning automation software, backed by 16 years of helping small businesses succeed and a worldwide community of experts dedicated to your success. Capture more leads, don’t miss a single opportunity to engage with your audience. Improve conversion rates, get in front of the people who want to buy from you at the right moment. Master e-commerce, provide a seamless online shopping experience, 24/7. Manage the sales process, easily manage who you follow up with and when. Save more time, say goodbye to the mundane tasks that hold you back. The Diligent Assistant can set up and run your system or provide you with the tools to run it yourself. Contact us for a customized quote.
From capturing leads on your website, to automatically following up with a questionnaire based on the client’s input, or sending them a proposal that will make them eager to select those big-ticket packages, Dubsado has you covered! Features include E-signatures, Client Portals, Automation, Sending Questionnaires and forms, lead tracking, Project Management, invoicing and payments and much more. The Diligent Assistant can help you set up your system with workflows, templates and packages as well as provide maintenance services to keep you up to date with your clients! Get in touch for a quote.