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3DL Client Systems
New Client Systems
Business Name
Business Industry
Real Estate
Professional Services
Active Life
Arts & Entertainment
Automotive
Beauty & Spas
Education
Event Planning & Services
Financial Services
Health & Medical
Home Inspections
Home Services
Hotels & Travel
Local Flavor
Local Services
Mass Media
Nightlife
Pets
Public Services & Goverment
Religious Organization
Restaurant / Food Services
Shopping
Current Systems Being Used
Please list any systems you currently use in the various aspects of your business below. Even if you are not using the system at a high level, please list any and all applicable systems. There are no wrong answers here.
Email
Email Marketing
Internal Communication
Virtual/Online Meetings if applicable
Phone Systems
Automation
Document Storage
Password Management
E-Signature Programs
Project Management
Real Estate Transaction Management
Sales CRM
Company Website Platform
Hiring CRM
Online Accounting
Industry Specific Software
Additional Tools/Systems
What do you look at in order to make high level business decisions (spreadsheets, external systems, etc). What systems are involved in that?
