A CRM (Customer Relationship Management) system focuses on managing customer relationships—tracking leads, sales, and communications. An ERP (Enterprise Resource Planning) system is designed to manage internal business operations like inventory, accounting, HR, and supply chain processes. Shopdoc Studios helps businesses determine which system is right for their needs—or how to integrate both for a more unified workflow.

Not necessarily. Many service-based businesses can run efficiently with just a CRM. However, if a business handles inventory, product fulfillment, or has complex internal operations, integrating an ERP might be the smarter move. Shopdoc Studios evaluates each client’s needs to recommend the right tools for efficiency and growth.

Shopdoc Studios automates tasks like lead follow-ups, email and SMS campaigns, appointment scheduling, client onboarding, invoice generation, internal status updates, and more. Automation saves time, reduces manual errors, and helps businesses deliver a more consistent experience to clients and team members.

Absolutely. Shopdoc Studios specializes in creating tailored automation workflows that match each business’s unique processes. From lead capture and email sequences to project handoffs and follow-up tasks, every workflow is designed to streamline operations and improve results.

AI enhances automation by making it smarter and more responsive. Shopdoc Studios uses AI tools to support things like predictive lead scoring, chatbots, content generation, personalized marketing, and performance analytics. These tools help businesses make faster, more informed decisions while reducing manual workload.

Shopdoc Studios works with a wide range of platforms, including HubSpot, Zoho, GoHighLevel, Salesforce, Airtable, QuickBooks, Trello, Notion, Zapier, Make, Calendly, and more. Whether you're already using tools or need help choosing the right ones, Shopdoc Studios can integrate and optimize them for your workflow.

That’s exactly where Shopdoc Studios comes in. We start with a discovery session to understand your business, challenges, and goals. From there, we design a strategy and recommend tools, automations, and integrations that will simplify your operations and support long-term growth.