Canadian Association of Consulting Energy Advisors (CACEA)

CRM

  • 28 Jun 2023 3:28 PM
    Message # 13221278

    Any recommendations on CRM / scheduling app to manage bookings, dispatching, etc? Thanks.

  • 29 Jun 2023 8:29 AM
    Reply # 13221576 on 13221278

    Homesol in New Brunswick was using Jobber.  Seemed to do fairly well, integrated well with invoicing etc.  There are several other apps out there now.  Google for online articles that review apps... such as this one: https://blog.hubspot.com/sales/best-scheduling-app

  • 30 Jun 2023 8:35 AM
    Reply # 13222100 on 13221576
    Thanks Jeffrey!
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