Jon Kelly

Wanted to pick everyone's brain on how they handle/automate the workflow of onboarding. Specifically the signing of a contract and the collection of deposit/first payment. Hoping someone can share best practice. Currently we send a contract for signature from our CRM(PipeDrive) and once signed we send a form(TypeForm) to collect recurring payment information/account details and then our onboarding manager passes the information to our bookkeeper who charges their payment method for the first month(QuickBooks Online) and sets up recurring charges for the length of the contract. It feels cumbersome to me. Looking for better options/workflow before I setup automation between the different tools. Appreciate anyone's feedback. JK

New comment Feb '24

Jon Kelly

1 like • Feb '24

Appreciate that! Going to check it out. Trying to not have to switch CRMs but maybe the video will trigger a workaround I can use in PipeDrive. Thanks @Raza Imam !!!

Jon Kelly

0 likes • Feb '24

Going to check them all out! Apprecaite you

Leo Marco

Jan '24 •

General Chat

Master Inbox Setup

How do you manage replies for all of your inboxes? Do you use another email address and set it up as master? If so, how can I do it? I want to see replies from one place and answer quickly :)

New comment Nov 1

Jon Kelly

1 like • Jan '24

@Dallas Fontaine Superhuman is your best answer with a master inbox setup through Google/Outlook. I haven't tried it yet on mobile but it's how I'm managing 4 sets of internal email addresses and 2 clients right now on desktop and is working beautifully. Let me know if you want to chat and I'll help talk you through it is if it's valuable to you.

Jon Kelly

1 like • Jan '24

@Dallas Fontaine Missive is dope but it's costly. They are hip to the cold email game and they've adjusted their pricing so that for every 5 connected email/messaging accounts it's an additional $15/month. It's great in that you can have multiple team members in there seeing all of the action and collaborating on responses with chat inside the actual email thread. I could see it being a good tool if you already have a master inbox setup in Google/Outlook and want to have one spot to manage multiple inboxes across a team. I believe it's desktop only at the moment.

Jon Kelly

Jan '24 •

Wins

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New comment Jan '24