2‑Minute Stack Chooser (Booking + CRM + Automation)
Goal: pick a simple stack you’ll actually use. Don’t overbuild.
Q1: Do customers need to pick a specific staff member or service?
- If yes: prefer a booking tool with service/staff routing.
- If no: basic scheduling is fine.
Q2: Do you quote before booking jobs?
- If yes: CRM matters more than booking. Start CRM-first.
- If no: booking-first is fine.
Q3: What breaks your day most?
- Missed leads → auto-reply + CRM deal creation.
- No-shows → reminders + reschedule links.
- Admin overload → automation glue + templates.
Recommended starter stack
- Booking: Calendly or Acuity
- CRM: Pipedrive (simple) or HubSpot (free-first)
- Automation: Zapier (simple) → Make (advanced later)
WorkflowFence — workflowfence.com