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Fred Berthelot
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New York, NY
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Profile of Fred Berthelot
What apps and services are you guys using to run your business? I've tried dozens and DOZENS of CRMs but I've yet to find an all-in-one solution that I'm happy with. I'm aware there are magician-specific CRMs, but I'm weary of using a proprietary platform should I ever want to migrate to another one. My main gripe with most CRMs is manually importing contacts - you'd think in 2019 cloud-based contacts would be the standard...

After trying many app and services, this is what I've settled on (for now):

G Suite - I use Google for email address, Contacts, Calendar, and URL registration. Though I use an iPhone, I keep personal contacts on iCloud, and business contacts on Google.

Cloze - This is a CRM, Inbox, and Contact manager. It's a "smart" CRM that uses AI to manage your communications, contacts and leads. This is my main email platform (I previously used Inbox by Google, but Google is shutting down Inbox and wants its users to migrate to Gmail. I hate Gmail as an email client.) Cloze syncs with my Google Contacts, so any edits I make in Cloze get synced back to Google and vice versa.

PocketSuite - This a client booking and invoicing app. I use it to schedule shows (which sync back to my Google Calendar), and send invoices at the same time. Clients can pay by check, but PocketSuite can also process credit cards at 2.7%, which is one of the lowest rates available. Clients receive an email or text with a calendar invite and a "pay now" button. The downside is that you have to manually import clients from your phone, and it's a phone-only app.

Wix - This is my site builder and host.

Dropbox (still the best cloud storage IMO)

I would love to hear what apps and services you use. Thanks!
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