Do you use a customer relationship management system (CRM) in your business? If not, now is the time to start using a wedding CRM and get your systems organized!

You might be wonder what a CRM is?

A customer relationship management system, also known as a CRM, is an application used to manage your company’s customers and potential customers. It is one central palace where you can store customer data and manage your relationships and interactions with existing and potential customers.

Why Use a Wedding CRM When You Have Other Systems In Place?

CRMs are often confused with project management tools; however, the features of both are different. If there is one takeaway you get from this post, it’s that CRMS and project management tools are NOT interchangeable.

As a wedding professional, I am sure you have a system to manage your leads and track your orders or projects. However, if you are using a project management tool to manage your clients, you most likely have several additional applications on the go, such as Google Drive, Quickbooks and maybe event Calendarly. Project Management tools such as Trello, Asana, Click Up & Monday.com are great tools to track projects with start and end dates. However, they are NOT ideal for customer relations. So, this is where your wedding CRM becomes your best friend.

By using a CRM like Dubsado, you can reduce the number of applications you have on the go and condense them all into one CRM tool! That is why I recommend a wedding CRM that can track your leads and keep a complete record of your customers all in one software. Imagine how smooth and stress-free your business would become without the various applications for billing, invoicing, scheduling, emailing, questionnaires etc.

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5 Ways Working With A Wedding CRM Can Help You Save Time

Scheduling Meetings

Save time by emailing back and forth with your clients or leads and use a scheduling tool instead! Find yourself a CRM with a built-in scheduler, and you can send your calendar availability to your clients with ease. For example, my CRM not only allows clients to book a time slot, but it also syncs with my calendar and adds the meeting to my calendar as well as into my video conferencing platform.

Sending Contracts

As wedding professionals, we all know the importance of contracts. You can have various contract templates for your different services with your wedding CRM. The CRM system will pull data from your client’s file to auto-fill the contract, thus reducing the amount of admin work you need to do.

Invoicing

Imagine having your contract and invoices in the same place! With a CRM, you will have one reference point for each of your clients where all of their communication and important files are saved, including any invoices or payments. Even better, you can link your contracts and invoices together, so a project or purchase never gets lost again!

Sending Questionnaires

Want to avoid sending out Google Forms or starting a long chain conversation with clients? This is where your wedding CRM’s questionnaire and forms feature comes in handy! Customize your documents with your branding and collect any information you’d like. Your CRM will then store these files all in one place for easy access. 

Templated Emails

This is one of my FAVOURITE features within my CRM! If you find yourself answering the same questions over and over again or sending the same emails, save yourself some time and create a templated email. Also known as canned email responses, you can make an endless number of responses and keep them within your system. An added bonus is since you can send emails through your CRM, you can directly link to schedulers and forms within these emails.

My Favourite CRM System

It’s no secret that I am a HUGE fan of Dubsado!

From day one in my business, I knew I needed a system to manage my client information and make my life easier. So, after loads of research and a free trial, I became HOOKED on Dubsado as my CRM.

Using Dubsado in my business has helped me eliminate all the DIY customer management systems and hacks that I created as an entrepreneur. (You know what I’m talking about, the multiple excel files and Google Forms).

I have loved how much time it has saved me when it comes to invoicing, scheduling meetings, collecting customer information and even sending emails! I recommend taking advantage of the Dubsado free trial, and I promise a wedding CRM will be life-changing!⁠ If you decide Dubsado is the CRM for you, be sure to use my discount code “details20” for 20% off your first month or year!

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