client management

Get ready to supercharge your business operations by building a crm! In this exciting video, I’ll take you on a journey to rebuild your customer management system (CMS) using Airtable. Whether your current system is outdated or just not working as efficiently as you need it to, this guide has got you covered. With step-by-step instructions and tools like Rome Research and Miro, you’ll learn how to streamline your information systems and take your business to the next level. Say goodbye to cluttered and disorganized data, and hello to a brand new, optimized CMS! So what are you waiting for? Let’s dive in and make it happen!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier