Q: Google Contacts Sync and other Question
I'm interested in your CRM solution and have a few questions. You mention synchronization of emails and calendars with the CRM to capture leads and record interactions. Is there also synchronization with Google Contacts? One of my businesses relies on Google Contacts and Calendar as interfaces with essential SaaS services.
I run a consulting and wellness business with weekly sessions, retreats, workshops, and courses. 1on1 + group. I'd like to use your CRM to track customer visits and participation, with filtering options like showing all customers who attended a specific retreat.
Additionally, I have a retail store with a webshop. Can your CRM track customers and purchases in this setup? Would I need two licenses even if it's under my name? Can your CRM be easily implemented for my needs, or would it require significant effort?
Jung_Klipy
Jan 6, 2025A: Thank you for your detailed questions. Let me break down how our CRM can support your business needs:
Google Integration Capabilities:
- We support email and calendar synchronization
- While we can import data from Google Contacts, we don't currently offer real-time synchronization with it
Customer Engagement Tracking:
For your wellness business activities (sessions, retreats, workshops, and courses):
- Currently, these would need to be manually logged in the system
- We're planning to introduce Zapier integration, which will allow you to automate this process by connecting with your event management or learning management software
- Filtering capabilities for viewing participation history will depend on how the events are structured in the system
Retail/E-commerce Integration:
- We don't currently have built-in retail/webshop integration
- This functionality will be available in the future through our API (in development)
Licensing Considerations:
The need for multiple licenses depends on your business workflow:
- If customers frequently move between your services (e.g., from courses to consulting), a single license might work best
- If customer journeys are distinctly separate (different purchasing behaviors), separate licenses would be more appropriate
Implementation Effort:
The setup complexity will vary based on:
- Whether you choose to manage all businesses under one system or separately
- Your specific workflow requirements
- The level of integration needed with other tools
Given your current needs, I should mention that our CRM might not be the ideal solution yet for your retail/webshop operations. However, it could work well for your consulting and wellness business if you're comfortable with manual event tracking for now. Would you like more specific details about any of these aspects?