CRM setup & pipeline

Lead capture & follow-up

Workflow & process automation

Customer communication (SMS/email)

Connecting other tools & systems

Nothing, we use spreadsheets/notebooks

We have a CRM but it's messy

We have a CRM and it works fine, just need automation

Something else

Website forms

Facebook or Instagram

Google Ads or search

Phone calls

Walk-ins or referrals

Payment gateway

Calendar & scheduling

Email

SMS, WhatsApp, or phone

Accounting software

Website or landing pages