I’ve said it before and I’ll say it again… and again… and again… You HAVE to have a functioning and efficient CRM to grow and scale your business. Now how you use the CRM may be different depending on the way you run your business, but not having one is not an option. (I mean it is… but only if you’re not looking to grow!)
So the first thing to consider is how much automation you want or need to have. What does that mean? So many things! When someone completes a lead form, do you want an email to automatically go out? If they respond and book a call for a specific service, do you want a call prep email to go out? If they sign on the dotted line of your contract, do you want the invoice to immediately follow?
Dubsado is going to have way more options for automation, but not every business NEEDS a ton of automation. Which is why the first thing you need to contemplate is what you want and need your CRM to do beyond housing your lead and client information.
The other thing to think about is ease of use. How techy are you and how detailed do you want to get with your automation? Honeybook is hands down the easier platform to use, but Dubsado allows you more freedom with automation triggers and scheduler options.
Listen in as I go through both of these amazing platforms. If you have questions or just want to know more about how you can implement a CRM in your business, click here to book a strategy call.
In This Episode:
[01:47] Learn more about CRM’s and why you need them.
[02:30] Jenn shares the podcast schedule through the rest of the year.
[04:18] The first question you should ask yourself is, how much automation do you want or need to have?
[04:56] Dubsado gives you more options for automation than HoneyBook does.
[07:48] HoneyBook beats out Dubsado on ease of use.
[09:59] Both CRM’s have a scheduler, and they both work well, but there are a few things you need to be aware of.
[11:38] Dubsado gets points for integrating the scheduler into their workflow process.
[12:36] Jenn likes both system’s ability to create different funnels based on where your clients are within your process.
[14:49] Branding is something that Dubsado does that HoneyBook doesn’t.
[16:00] The client experience is better on the HoneyBook system.
[18:27] Jenn recaps the important questions to ask yourself before deciding on a CRM.
[18:48] Do you have the time and money to invest in learning Dubsado? Dubsado has a higher learning curve.
[20:52] Thank you for listening to the show!
Links and Resources
Find Jenn:
@successbeyondthelens
@successbeyondthelenspodcast
Grab your Boundaries Resources
Editable Welcome Packet Template
Discount Codes:
Dubsado – jbays913
Honeybook – Joy35824