CRM & Client Management
A smarter, faster way to provide white-glove service to your clients.
“Simple, effective, consistent communication between you, your clients, and your team. It does everything.”
Adam Robinson
Robinson Show Services
Adam Robinson
Robinson Show Services
Save time with custom email templates
Create branded templates for emails such as Initial Quote, Payment Reminder, and anything else your business sends repeatedly. You can personalize the content with “tokens” that automatically insert names, prices, dates, and other key details from the project.
Create saved terms & preferences for clients
Do any of your clients get a VIP discount? Require special terms due to tax-exempt status? Assign these details once, and they’ll automatically appear on future contracts. You can also attach files and notes to each client, providing key context to team members who haven’t worked with them before.
“I can link every conversation with a client to the project it’s associated with. This is super helpful for clients that I have multiple future jobs with.”
Brandon Peltz
A2Z Music Factory
Brandon Peltz
A2Z Music Factory
Set unsigned quotes to expire automatically
Stop wasting time on clients who drag their feet with payments and signatures. You can set a quote to expire by a certain date, then automate the process of sending email reminders. If they don’t sign by the deadline, the project expires and you automatically stop holding inventory for them.
Accept client requests through your website
Allow clients to initiate the sales process by browsing inventory on your website, then submitting requests for items they desire. This automatically starts a new project with their name, event date, contact info, and item requests — plus alerts for any inventory conflicts.
Get Started With Goodshuffle Pro
1,000+ event companies run their business on our software. Book a demo to see the product in action, then set up your account.
