S
SeahorseFL
- Original Poster
- #1
Hi,
We are a small law firm. We evolved from giving general free advice on FB groups, eventually charging for that and we are now a Ltd company offer low cost fixed fee monthly subscriptions. We charge a month for legal advice that most people pay for an hour, so we have thrived on nothing more than word of mouth.
We now look to grow and have employed a marketing person who has set up social media for us which had been amazingly successful for us and they keep talking about using a CRM system. I don’t really understand this.
I’ve checked out Hubspot, which seems free at first but gets very expensive, and it seems like most people are using one called Zoho. I’m not sure what they really do though.
We have a social media app that posts stuff our marketing person schedules for us, called PromoRepublic;
We use Xero for book-keeping;
I do my own Ltd company accounts but god knows how, I have no idea what I’m doing there, I fill out the boxes using figures from the xero reports but they accepted them;
We use OneDrive for client files, and MS365, outlook for emails will th each client having a folder;
Our website is Wordpress, we use woo commerce. Mailpoet runs our tiny mailing list for newsletters and abandoned cart email sequences and we use JudgeMe for onsite reviews.
Given our simple needs and currently low overheads does anyone see that a CRM could improve things?
We would like to:-
Start marketing outside of using scheduled posts to FB/Insta/tiktok;
Have a clearer client file and linked docs and emails;
Have good book-keeping (xero seems fine to us but people seem to rave about Zoho books);
Marketing seems to be key to us for expansion, could a CRM help with that beyond social media?;
Our mailing list is currently tiny, 70 email addresses but they are engaged, could a CRM do anything better?;
Is there any advice on using CRMs generally and which might be best for us?
We are a small law firm. We evolved from giving general free advice on FB groups, eventually charging for that and we are now a Ltd company offer low cost fixed fee monthly subscriptions. We charge a month for legal advice that most people pay for an hour, so we have thrived on nothing more than word of mouth.
We now look to grow and have employed a marketing person who has set up social media for us which had been amazingly successful for us and they keep talking about using a CRM system. I don’t really understand this.
I’ve checked out Hubspot, which seems free at first but gets very expensive, and it seems like most people are using one called Zoho. I’m not sure what they really do though.
We have a social media app that posts stuff our marketing person schedules for us, called PromoRepublic;
We use Xero for book-keeping;
I do my own Ltd company accounts but god knows how, I have no idea what I’m doing there, I fill out the boxes using figures from the xero reports but they accepted them;
We use OneDrive for client files, and MS365, outlook for emails will th each client having a folder;
Our website is Wordpress, we use woo commerce. Mailpoet runs our tiny mailing list for newsletters and abandoned cart email sequences and we use JudgeMe for onsite reviews.
Given our simple needs and currently low overheads does anyone see that a CRM could improve things?
We would like to:-
Start marketing outside of using scheduled posts to FB/Insta/tiktok;
Have a clearer client file and linked docs and emails;
Have good book-keeping (xero seems fine to us but people seem to rave about Zoho books);
Marketing seems to be key to us for expansion, could a CRM help with that beyond social media?;
Our mailing list is currently tiny, 70 email addresses but they are engaged, could a CRM do anything better?;
Is there any advice on using CRMs generally and which might be best for us?
