I had been looking for a CRM-type software so I could stop using a spreadsheet and fourteen different other pieces of software to onboard and keep track of clients and potential clients.
Practice has made this SO EASY. Some of my favorite features:
- It is simple, clear, and straightforward. So many CRMs are info overload and my brain hates that. (And I'm saying this as a part-time web programmer who deals with tech stuff all the time! I have zero fear of technology, but here I need simplicity!)
- I can see all my history with each client easily. Phew.
- I can see all my appointments easily. Phew.
- I can send a simple "Agree to these terms by checking this box" to ANY potential client that is just looking for a simple free get-to-know-me meeting. So important. I don't need to send them a straight-up formal contract but I also can't have nothing. The fact that they simply click the "I agree" box when they make the free appointment is perfect.
- And, once a client signs on, I can then send them the full contract easily, by whatever means makes the most sense. And it's all tracked and kept togther in Practice.
- I really like being able to have the different products and forms. I got rid of Calendly and did not need to buy Docusign because Practice includes the features of both.
I'm still learning more, and I'm sure more features will be forthcoming, but these are what I love the most!
Great service during complicated implementation. Responsive to feedback + questions. Clean UI/UX for both staff members and users. Zapier integrations that allow us to integrate with the rest of our tech stack.