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My Secret Weapon in Business || My Client Relationship Management System

February 28, 2019

bryllupsfotograf jeanette merstrand

Hi friends!

NOTE: If any of you are on the lookout for a CRM system to implement in your business, stay tuned until the end for a 20% off coupon code!

Over the past year my business has expanded quite a bit, and I have gone from getting around 2 inquiries each month to around 20 each month! I very quickly learned that running a business one-handedly takes a lot of hard work, a lot of organization, and a lot of patience, and to be honest I started to feel quite overwhelmed with all of the management I was having to do behind the scenes. I needed help.

About 6 months ago I started searching the internet for CRM (Client Relationship Management) platforms to help me keep track of my inquiries and clients and to help me stay organized! Not only did I want a platform to help ME be able to feel a bit of the workload lifted off of my shoulders, but I wanted a platform that could really enhance the experience of my clients as well! If any of you have worked with me, you know how important it is to me that my clients- all of you- don’t just feel like clients, but that we are able to feel like we are friends! I want my business to feel like a friendship more than a transaction, so it was important to me to find a system that I could incorporate that helped aid this mission of cultivating friendship and closeness and not simply cold transaction.

Eventually I stumbled across Dubsado, and it felt like the perfect answer! Dubsado is a Client Relationship Management system that helps organize client inquiries, proposals, contracts, etc. It helps me with all of the behind-the-scenes work of my business and all of the technicalities so that I can spend more time connecting personally with my clients- all of you! A few of my favorite features include automatic e-mail responses to my clients, invoicing (in many different currencies), uploading and sending my contracts, scheduling appointments, and many more! Stay tuned for an upcoming post sharing a bit more details about a few of my favorite Dubsado features!

Although running a business is still hard work – after all it is work – Dubsado has helped me streamline my business and it truly is the assistant that I needed! If you are on the lookout for a client relationship management system to help streamline and scale your business, try out Dubsado! If you have any questions about it, feel free to leave them in the comments below! In case you would like to try it out before you commit (I definitely did!), they offer a trial and if you sign up using my referral code (link below, or by clicking on the picture below), IF you decide to sign up for a paid plan after your trial then you will receive 20% off of your first month OR year! If you are feeling a bit overwhelmed or lost in your business, like I was, I can only recommend you implement a CRM system!



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