Which CRM/Marketing Platform Should You Use for Your Bookkeeping Business‪?‬ Profits + Prosecco: The Podcast

Deciding which platforms, software, and systems you will use for your business can be a bit overwhelming. That’s why I want to give you recommendations where I can! In this episode, I’m talking about CRM platforms or marketing systems that I recommend and why I think they’re a sound investment.
Not only does this episode address the different elements of CRMs and marketing platforms that are useful, but I also have specific discount codes for the platforms I recommend. Investing in these platforms can really help set you and your business up for success and allow you to build trust with potential clients. 
Here’s what I cover in this episode:
What’s the Purpose of a CRM? Quiz: Finding the Right CRM Platform for You Platform Comparisons My Experience with Kajabi Nitty-Gritty Details on These Platforms  I hope that this episode provides you with the information you need to choose the platform that is right for you and your business! 
If you have enjoyed this episode of the podcast, take a screenshot, head on over to Instagram and share your IG stories and tag me, @orderlyaccountingbykatie.
 
CONNECT WITH KATIE:
Website: https://www.katieferro.com/
Instagram: http://www.instagram.com/orderlyaccountingbykatie
The Bookkeepers’ Corner Facebook Group: https://www.facebook.com/groups/thebookkeeperscorner/
 
EPISODE RESOURCES:
Take the quiz to find out which platform is best for you: http://www.katieferro.com/quiz
30-Day Kajabi Trial: https://app.kajabi.com/r/K2WSUjRh/t/6btmnkm9 
Get 20% off Dubsado: http://dubsado.com/?c=katieferro 
Take $200 off your first year of Honeybook: http://share.honeybook.com/katieferro