As Squarespace adds new features each year the 'Marketing' sections seems to be getting closer to offering full CRM (Customer Relationship Management) features.
I've been using a mix of Quickbooks and Gmail alongside Email Campaigns to keep in touch and monitor my clients but find it frustrating! I offer Photography and Squarespace design services plus educational work across workshops/webinars and 1-2-2 tutorials.
I really want a simple, easy to use, minimal CRM that offers stats and data visualisation, especially on the sectors my clients work in.
For example, I shoot product/lifestyle for mostly designer/makers. I know my main 2 product types are ceramics and textiles, but the only way to be sure of the exact numbers is to export a spreadsheet from Quickbooks and add the data myself.. Quickbooks does not offer the option for adding extra contact information like 'sector' or 'type' of client.
In Squarespace, I see it's possible to add a 'tag' to a customer in Profiles, but there is no option to see charts/visualisations for customers.. Analytics has data for sales, emails and so on..
Trying Hubspot but find it has way to many options and I get lost in settings.. most CRMs seem very complicated.. I'm actually thinking a google spreadsheet that synced to Quickbooks would be better as you can export / create data from that.
Thoughts? Is anyone having success with a CRM that syncs with Quickbooks? I mainly use Quickbooks because it syncs with HMRC in UK for submitting VAT returns. Sprout Studio is an interesting one but only for US and Canada at the moment.