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Virtual Assistants are here to make your life easier and not only the professional side of your life but they can help manage parts of your home or personal life. So you are probably wondering well how does that work? Well I’m going to give you a run down. Want more information about Agile CRM, read our previous article.Ī Virtual Assistant is not only an automated bot that can answer your questions it’s also someone like me a HUMAN! Virtual Assistants are independent contractors or in other terms just business owners or freelancers. I’m not affliated with Agile however after testing many CRMs I have found this program by far the best CRM on the market. With the free version of Agile CRM you get 500 free branded emails per month to use so if you don’t intend to send out heaps of emails then this is quite sufficient for a small business. Create a template with all the bells and whistles, add the Agile CRM extension to Google Chrome and you can import and use your templates in your GMail account without having to send your emails from Agile CRM. Mailchimp used to offer with its free version the ability to segregant your lists so if you only wanted to send an email mailout to say your clients you could but now you can’t unless you upgrade to a paid version.Īdd your contacts to the CRM, apply tags to separate your list, create your email template, set your automation triggers and away you go! BUT their email templates don’t stop there you can use it for everyday use to with your GMail account.
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Not only is Agile CRM a CRM but you can also use it to create email campaigns like you would normally in Mailchimp.
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Make sure to check them out especially if you are leaning more towards automating your business and saving time.ĭid you or do you use Mailchimp? Looking for a free alternative for your email campaigns? If you find that the free plan just isn’t enough the Starter plan gives you an extra 650 tasks per month and 3 premium apps. Zapier has many intergrations for popular programs such as Gmail, Google Calender, Outlook, Zoom, Asana, Trello, TickTick, Toggl and so much more. For the beginner this is a great starting point as you can automate quite a lot with just the 5 zaps. Zapier does do a free plan which includes 100 tasks per month and you can set up 5 single zaps on this plan. For instance I’ve just set up a zap yesterday so any jobs that come to my email (Gmail) and that I apply a certain tag to (New Jobs) will automatically add a new task in my project management software TickTick, this stops double handling and because I am always in my PM software I have the info at my fingertips. Zapier is a program that uses triggers and actions to streamline your daily activities. Have you reached a point that you know you need to automate some processes to save yourself time? I bet you’ve heard of Zapier or maybe not.