Nate Auffort shows how Switchboard, a CRM platform, helps users automate client follow-ups through texting and calling, organize leads, and send personalized messages for birthdays and anniversaries. Multiple users describe managing their business from anywhere, even while with family.
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Switchboard is the platform where I'm able to see all of my clients. It works as a CRM. I'm able to follow up, call them, text them. It's an engagement tool to be able to help people faster.
It texts your clients for you. It helps you stay organized. It's got an auto dialer. It's kind of all encompassing. So it really helps people just get in front of more clients and spend less time doing so.
Coming from a place where we had paper leads going through stacks of leads, it was a lot to try to stay organized and Switchboard has kept me organized and I've just had the ability to be more streamlined in the process.
Using Switchboard, you can connect to the client almost instantaneously.
It's like driving a Ferrari. It's connection at the quickest speed possible.
As a mom of three, it can be hard to work your business while you're juggling your three kids. So I can't be in my office all day with Switchboard, I can be out with my kids and still touching base with my clients.
I take so many notes and I put birthdays, anniversaries, kids, names, all in Switchboard. I get so much follow up business from simply sending out happy birthday thinking of you. There's no way I could do that without Switchboard. No way.
