{"id":97415,"date":"2023-07-04T03:34:14","date_gmt":"2023-07-04T07:34:14","guid":{"rendered":"https:\/\/voice123.com\/thebooth\/?p=97415"},"modified":"2023-07-12T08:20:40","modified_gmt":"2023-07-12T12:20:40","slug":"track-clients-and-jobs","status":"publish","type":"post","link":"https:\/\/voice123.com\/thebooth\/track-clients-and-jobs\/","title":{"rendered":"How to keep track of clients and jobs"},"content":{"rendered":"<p>[vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;5&#8243; top_padding=&#8221;0&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;444533&#8243;][vc_column width=&#8221;1\/1&#8243;][vc_empty_space empty_h=&#8221;2&#8243;][vc_single_image media=&#8221;97519&#8243; media_width_percent=&#8221;100&#8243; border=&#8221;yes&#8221; uncode_shortcode_id=&#8221;126688&#8243;][vc_custom_heading text_color=&#8221;color-voice-cobalt&#8221; heading_semantic=&#8221;h1&#8243; text_size=&#8221;h1&#8243; uncode_shortcode_id=&#8221;984436&#8243; text_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<h1 style=\"text-align: left;\">How to keep track of clients and jobs<\/h1>\n<p>[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;5&#8243; top_padding=&#8221;0&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;117382&#8243;][vc_column width=&#8221;1\/1&#8243;][vc_empty_space empty_h=&#8221;1&#8243;][vc_custom_heading uncode_shortcode_id=&#8221;318058&#8243;]<\/p>\n<h2><strong>What is CRM?<\/strong><\/h2>\n<p>[\/vc_custom_heading][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;195774&#8243;]<span style=\"font-weight: 400;\">CRM stands for <\/span><i><span style=\"font-weight: 400;\">Customer Relationship Management <\/span><\/i><span style=\"font-weight: 400;\">and it\u2019s web or app-based technology that\u2019s designed to help you manage your relationships and interactions with clients and prospects. By keeping track of and managing your contacts, you\u2019ll improve your business relationships &#8211; and increase your chances of getting hired regularly. The right CRM can help you stay connected to customers, streamline your processes, and improve the overall profitability of your business.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;5&#8243; top_padding=&#8221;0&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;174336&#8243;][vc_column width=&#8221;1\/1&#8243;][vc_empty_space empty_h=&#8221;1&#8243;][vc_custom_heading uncode_shortcode_id=&#8221;508071&#8243;]<\/p>\n<h2><strong>How to choose a CRM?<\/strong><\/h2>\n<p>[\/vc_custom_heading][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;462307&#8243;]<span style=\"font-weight: 400;\">Before you choose a CRM, check what options and functionality the software offers to help you stay on top of client relationships. These features can include:<\/span>[\/vc_column_text][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;144744&#8243;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client contact information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Last contact date<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social media links or feeds<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email integration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notifications and reminders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">And other automated features\u00a0<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;151839&#8243;]<span style=\"font-weight: 400;\">There are a variety of CRM platforms on the market. Most are geared toward a sales organization, with prices ranging from $25 &#8211; $99 per month per seat. <\/span><i><span style=\"font-weight: 400;\">Per Seat<\/span><\/i><span style=\"font-weight: 400;\"> indicates that the system is designed to serve a large organization with multiple employees.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;5&#8243; top_padding=&#8221;0&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;174336&#8243;][vc_column width=&#8221;1\/1&#8243;][vc_empty_space empty_h=&#8221;1&#8243;][vc_custom_heading uncode_shortcode_id=&#8221;173553&#8243;]<\/p>\n<h2><strong>Is there a CRM specifically for voice actors?<\/strong><\/h2>\n<p>[\/vc_custom_heading][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;245520&#8243;]<span style=\"font-weight: 400;\">Yes. <\/span><a href=\"https:\/\/www.voiceoverview.com\/\"><span style=\"font-weight: 400;\">VOICEOVERVIEW<\/span><\/a><span style=\"font-weight: 400;\"> is the only voice over tracking and management platform built <\/span><i><span style=\"font-weight: 400;\">by<\/span><\/i><span style=\"font-weight: 400;\"> voice actors <\/span><i><span style=\"font-weight: 400;\">for<\/span><\/i><span style=\"font-weight: 400;\"> voice actors. The web-based format helps you manage and grow your business with a visually appealing and customizable dashboard. This provides <\/span><a href=\"https:\/\/www.youtube.com\/watch?v=nB8Y6_mNLFI\"><span style=\"font-weight: 400;\">easy-to-understand metrics<\/span><\/a><span style=\"font-weight: 400;\"> enabling you to set goals and manage every aspect of your work.<\/span>[\/vc_column_text][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;430117&#8243;]<em><strong>Here are some of the main features of VOICEOVERVIEW:<\/strong><\/em>[\/vc_column_text][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;497391&#8243;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simple CRM that helps you maintain contact with your clients and prospects.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Invoicing via integration with the most popular (both free and paid) invoicing and accounting platforms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Monthly\/Yearly\/Lifetime revenue trend<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Job pipeline<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Audition tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Expense tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">And much more!<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;874636&#8243;]<span style=\"font-weight: 400;\">At $9.99\/month or $96\/year, VOICEOVERVIEW is a very worthwhile and affordable investment in your voice over business. And as part of your Voice123 membership, you\u2019re entitled to a complimentary 3-month subscription to VOICEOVERVIEW <\/span><a href=\"https:\/\/apps.voiceoverview.com\/register?discount_code=V123-90DAYFREE&amp;referral=Voice123%C2%A0\"><span style=\"font-weight: 400;\">when you register here<\/span><\/a><a href=\"https:\/\/apps.voiceoverview.com\/register?discount_code=V123-90DAYFREE&amp;referral=Voice123\"><span style=\"font-weight: 400;\">.<\/span><\/a>[\/vc_column_text][vc_column_text text_lead=&#8221;small&#8221; uncode_shortcode_id=&#8221;203928&#8243;]<span style=\"font-weight: 400;\">Once your initial subscription expires, you\u2019ll have the option to continue or cancel your subscription.<\/span>[\/vc_column_text][vc_empty_space empty_h=&#8221;1&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/1&#8243;][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;7&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;124418&#8243; back_color_type=&#8221;uncode-solid&#8221; back_color_solid=&#8221;#1e25e5&#8243;][vc_column column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; style=&#8221;dark&#8221; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;517025&#8243;][vc_custom_heading text_color=&#8221;color-white&#8221; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; sub_lead=&#8221;yes&#8221; sub_reduced=&#8221;yes&#8221; uncode_shortcode_id=&#8221;214375&#8243; text_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<h2><strong>Ready to upgrade your membership?<\/strong><\/h2>\n<p>[\/vc_custom_heading][vc_button size=&#8221;btn-lg&#8221; hover_fx=&#8221;outlined&#8221; outline=&#8221;yes&#8221; border_width=&#8221;0&#8243; link=&#8221;url:https%3A%2F%2Fvoice123.com%2Fplans%2FBOOTH2022%3Futm_source%3Dthe-booth%26utm_medium%3Deoa-block%26utm_campaign%3Dupgrades%26utm_content%3Dfaq|target:_blank&#8221; uncode_shortcode_id=&#8221;247369&#8243;]UPGRADE YOUR MEMBERSHIP[\/vc_button][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/1&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/1&#8243;][uncode_block id=&#8221;90567&#8243;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p>&nbsp;<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<!-- AddThis Advanced Settings generic via filter on the_content --><!-- AddThis Share Buttons generic via filter on the_content -->","protected":false},"excerpt":{"rendered":"<p>If you&#8217;re looking for more information on CRM for voice actors, the best CRM for you, and how to get the most out of your Voice123 membership; you can get all the answers to FAQs right here. <!-- AddThis Advanced Settings generic via filter on get_the_excerpt --><!-- AddThis Share Buttons generic via filter on get_the_excerpt --><\/p>\n","protected":false},"author":62,"featured_media":97519,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"h5ap_radio_sources":[],"footnotes":""},"categories":[20,125],"tags":[591,589,592,459,458,590],"class_list":["post-97415","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-education","category-vo-entrepreneurship","tag-how-to-choose-a-crm","tag-how-to-keep-track-of-clients-and-jobs","tag-is-there-a-crm-specifically-for-voice-actors","tag-voice123-faq","tag-voice123-memberships","tag-what-is-crm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to keep track of clients and jobs<\/title>\n<meta name=\"description\" content=\"Want to learn how to keep track of your clients and jobs? 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