- STACK for Personal Trainers As a personal trainer and fitness professional it is important to keep in constant contact with your new and existing clients. This is not always easy when you are constantly on the run between classes, private clients and personal life. Here are some example scenarios of the interactions that STACK could allow you to have with […]
- Close.io VS Salesforce 1. Device Compatibility Close.io is a web based CRM that can also be used as a windows application. Salesforce can be used via the Web, on Android/iPhone/iPad but not as a Windows application 2. Price Close.io starts at $59 USD per user, per month for a basic plan. This ranges up to $149 + USD per […]
- Creating Email Templates in STACK This post will explain how to create basic email templates within STACK and how to use them in a column automation. It is important to utilise the merge fields feature. See this explained in more detail in the post. 1. Open Your Stack Account 2. Click on the Settings Tab 3. Find the Email Templates Section […]
- STACK for Mechanics If you are mechanic, chances are you are overrun with work. Use STACK to do the following for you: HINT: you should capture what kind of car your customer uses and registration date at the very least: Send repair reminders e.g oil changes, service reminders, registration reminder Note: Ask about our pre-filled lists of car values. […]
- Creating New Leads from WordPress Comments If you want to begin utilising and creating a database out of those people who are already engaged with your site it is really easy to do. You can create new cards and leads in STACK out of those people who comment on your WordPress site. Just follow the 5 easy steps below using Zapier […]
- Creating New Leads in STACK From Wufoo Form Submissions Using Zapier This post will explain how you can use Wufoo (a FREE online form builder) to collect leads and import them into STACK CRM automatically using Zapier integration. 1. Open and Create a FREE WUFOO account 2. Build Your Lead Gathering Form Using the easy drag and drop build function, you can collect data like name, phone, email, […]
- Collecting Leads VIA Typeform and Adding them to STACK using Zapier This post will explain how you can use Typeform (a FREE online form builder) to collect leads and import them into STACK CRM automatically using Zapier integration. 1. Open and Create a FREE Typeform account 2. Build Your Lead Gathering Form Using the easy drag and drop build function, You can collect data like name, […]
- Automatically Create Leads From Gmail Messages Using Zapier 1. Open Zapier and log-in to your account. 2. Click ‘Make New Zap’ 3. Creating Your Zap You will now begin to create the zap. First you need to choose a ‘Trigger App’ and ‘Trigger’. The trigger app will be ‘GMAIL’ and the trigger will be ‘New Thread’. Now you need to choose your ‘Action App’ and […]
- Convert new leads into customers in 10 automations You pay serious $ to get clicks, enquiries and leads to you. You might call them or email them once or twice. But did you know that it takes about 8 attempts to reach prospects for them to convert to customers? For example, brides take about 6 weeks on average to make up their minds […]
- How To SMS Your New Leads Using STACK Automation 1. Choose Your Desired Columns Automation Settings Click the’Automation Settings’cog wheel in the top right hand corner of that column. 2. Select Your Automation Type Click on ‘Add SMS’ 3. This Will Open The SMS Settings/Template Window You can now enter the following details – Delay Time (Quantity of minutes/hours/days/weeks) – Delay Unit (minutes/hours/days/weeks/months/years) – […]
