If you want to feel like you run a legitimate business, you need to have processes in place for every touchpoint that’ll impress customers and competitors alike. You need a good customer relationship management system (CRM) to:
There are many CRM tools out there for small businesses, but the two most popular among creative service providers and small business owners are Honeybook and Dubsado.
I’ve used both, so I’m going to share the pros and cons of each, so you can choose the right platform for you.
A customer relationship management system (CRM) helps businesses manage customer interactions, analyze the data from these interactions, and improve how you support customers.
It helps to organize, automate, and synchronize tasks like submitting paperwork, sending emails, marketing and check-ins, and customer service!
Basically, it takes care of everything you do repeatedly every day. Helping to improve communication and relationships with your customer, free up your time, save on costs, increase sales, improve how your team works together, and more.
So let’s dive into the two most popular CRM platforms for creative service providers and small businesses: **Honeybook** and Dubsado.
When I first started Storytella Studios©, I used Honeybook because all the creative service providers I knew use it (I know, talk about a follower in the pack, huh?).
What I cared about most when investing in a CRM platform was having online proposals, contracts, invoices, payments, scheduling, automations, and client relationship management all in one place.
And Honeybook checked all of those boxes.
They have three plan options, and when you pay annually you get 2 months free: