Getting the Most out of your CRM

March 15, 2023

If you’re only using your CRM (HoneyBook, Dubsado, 17Hats, etc) to send invoices, you’re doing it wrong. That’s right, I’m calling you out! But I’m doing it with empathy, because you’re not alone! And I want to help you get the most out of your CRM. Today’s episode is all about the best workflows and automations you can set up to streamline things. We’re talking about the top CRMs, how to know which CRM is right for you, and some processes you can put in place right now to save you time! Listen in!

Listen Below

>Download a Transcript of this Episode<

The Top CRMs in the Creative Entrepreneur Industry

There are a lot of CRMs out there to choose from. The most common ones in the creative entrepreneur industry are HoneyBook, Dubsado, and 17hats. Personally, I use 17Hats, but that doesn’t mean it’s the best one! Some photographers also really like Sprout Studio because it has galleries as well. And I think Pixieset is going to be releasing a CRM at some point in the future too! Most people usually go with HoneyBook, Dubsado, or 17Hats so you should be safe sticking with one of those.

How to Choose the Right CRM

With there being so many out there, how do you know which one to choose? It all comes down to personal preference! The best way to figure it out is by signing up for the free trials of each one and trying them out for yourself. See which one works the best with your brain and which one has the features you need. All of the top 3 I mentioned have phenomenal customer support, so if you get stuck you can just ask the chat box and you’ll get in touch with a real person super fast! There’s no right or wrong answer when it comes to choosing you CRM.

The Best Workflows to Set Up in you CRM

You can listen to the full podcast episode for more, so I’m just going to list out the top things in bullet form that you can do to save time in your CRM.

  • Send automatic payment reminders
  • Send automatic emails when invoices are overdue
  • Create booking, onboarding, project, and offboarding workflows
  • Schedule meetings with clients automatically
  • Send meeting reminders automatically
  • Send contracts
  • And so much more!

Those are really just the basics. There’s so much you can do! It’s not just for sending invoices. If you want help setting up your CRM, let me know! I work in Dubsado, 17Hats, and HoneyBook and offer VIP days to get you set up. View my services to learn more about it & contact me to help!


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