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Tre M.
Backstage Pass


Joined: 01 Nov 2017
Posts: 479
Location: Florida, the cold part.

PostPosted: Thu Jul 12, 2018 6:39 am    Post subject: CRM Reply with quote

Hey gang...

With my workload increasing, I need something to keep track of invoices as well as tracking new and potential customers. What's out there?
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Jack Daniel
Cinquecento


Joined: 23 Jun 2016
Posts: 568
Location: SoCal

PostPosted: Thu Jul 12, 2018 8:34 am    Post subject: Reply with quote

Tre, I started using Wave and it's made tracking and payment of invoices significantly better for me. It also connects to your bank accounts and Paypal, if you want it to. I've been using it for a few months now and I really like it. Also has mobile versions for receipts and invoices, so it might be worth a look.

waveapps.com
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Jack Daniel
Narrator / Man About Town
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Jack Daniel
Cinquecento


Joined: 23 Jun 2016
Posts: 568
Location: SoCal

PostPosted: Thu Jul 12, 2018 8:35 am    Post subject: Reply with quote

I should add that it's "free" (Wave makes money if your client chooses to pay via credit card via the usual fee).
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Jack Daniel
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Tre M.
Backstage Pass


Joined: 01 Nov 2017
Posts: 479
Location: Florida, the cold part.

PostPosted: Thu Jul 12, 2018 8:55 am    Post subject: Reply with quote

Wave eh? I'll look into it.
Thanks, Jack!
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Kim Fuller
DC


Joined: 29 Jan 2011
Posts: 635
Location: Portlandish, Oregon

PostPosted: Thu Jul 12, 2018 10:21 am    Post subject: Reply with quote

We've used Nimble and found it quite good.
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Matto
Club 300


Joined: 27 Nov 2007
Posts: 379
Location: Vancouver Island, British Columbia

PostPosted: Thu Jul 12, 2018 12:56 pm    Post subject: Reply with quote

Hey Tre,

I use Zoho CRM (and Zoho bookkeeping software). I built a CRM design within it specific to voiceover, that tracks things like renewals and conflicts.

I can deploy this template to other VO talent's Zoho account. Hit me up if you'd like to chat further.
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ConnieTerwilliger
Triple G


Joined: 07 Dec 2004
Posts: 3368
Location: San Diego - serving the world

PostPosted: Thu Jul 12, 2018 1:28 pm    Post subject: Reply with quote

Matt! How long have you had this template. I used ZoHo for years and it was so deep that I gave up and am currently using (not really) Insightly.

I'd be interested in the template and reopening my ZoHo account.
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Matto
Club 300


Joined: 27 Nov 2007
Posts: 379
Location: Vancouver Island, British Columbia

PostPosted: Thu Jul 12, 2018 2:11 pm    Post subject: Reply with quote

I started on Zoho I believe in 2014, so I've been developing/updating the template since then.

Zoho has a bunch of different tiers of subscription, ranging from free, to $30 per month. I am using my template in the Zoho One (Enterprise) level, as it includes a lot of Zoho's other apps that I use in my business. Just give a holler if you want to jump on a call to discuss! matt@downundervoiceovers.com
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Moosevoice
Been Here Awhile


Joined: 16 Nov 2012
Posts: 295
Location: Iowa

PostPosted: Mon Sep 26, 2022 8:08 am    Post subject: Reply with quote

Wondering if these CRMs are still working for everyone.
Zoho?
Wave?
Insightly?

Tre, what did you end up going with?

I'd love to get a CRM that will notify me about every quarter to hit up a past client.
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Moosevoice
Been Here Awhile


Joined: 16 Nov 2012
Posts: 295
Location: Iowa

PostPosted: Mon Sep 26, 2022 11:56 am    Post subject: Reply with quote

Also, Has anyone tried Upper Level CRM by Brad Newman (28 year VO vet.
I'd be curious as to anyone's experience there.
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George
Been Here Awhile


Joined: 09 Dec 2019
Posts: 241
Location: Seattle, WA

PostPosted: Mon Sep 26, 2022 2:30 pm    Post subject: Reply with quote

Using Wave apps for all things invoicing and loving it.

Using Nimble for CRM. It's overkill but it works.
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