Subscription: How to keep track of oders to send out monthly
How can I keep track of clients orders monthly? We are looking for a system that sends us an e-mail to tell us when are clients orders are due.
Thanks for reading and for the comment.
Have you looked at Insightly? Insightly is a CRM software that will allow you to set followup tasks either manually or automatically to notify you via email when client orders are do.
You can learn more about how it works in our guide to Insightly here.
If that’s not what you are looking for, or if there are any other questions we can help with let me know!