“Klaviyo is the AI-first B2C CRM… you’re not stitching together 5 different systems… your segments update automatically”
LS
Liberty Safe casey wiese
Honest Ecommerce ·
“Service Titan… took us from a very faulty process that could be hacked… to a very robust system that we can scale and grow with.”
Think Like an Owner · Carrie Kelsch on Transformative Cultures at A Plus Garage Doors - EP.296
Play from 24:41
24:41
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What was described
implemented ServiceTitan (CRM) in 2018, moving from Google Calendar to a robust system
Said nearby on the same subject
“Before you buy anything, check what's already inside the software you pay for. Microsoft 365 Copilot, Google Workspace, the AI features in your CRM.”
GC
Grant Calloway
AI for Small Business ·
“We're on go high level now and using patch for that, but the phone system is in the CRM.”
LB
Laurel Boyd
The P.T. Entrepreneur Podcast ·
“You should be seriously considering basically three systems, your CRM, your agency management system and your AI platform.”
RR
Risk Remedy
Profiles in Risk ·
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