Why you need a CRM

CRMs for wedding businesses have proven to be the lifeblood of those managing multiple projects and clients. Working in the wedding industry, the demands of your clients can often be overwhelming. How you manage your clients helps to determine how your business can continue to grow and thrive.

You want to ensure you can manage and meet client needs seamlessly. Getting organized within your business is key to ensuring your business is running smoothly operationally. Thus, allowing you to build trust in the relationships with your clients.

Fortunately, there are many CRM (customer relationship management) tools available to help you keep your wedding business organized. A good CRM can help you streamline your wedding business by housing and automating your client and vendor communications, bookkeeping, scheduling, and more – all in one place! Common features of CRM software can help you stay on top of every detail. Here are a few popular CRMs for wedding creatives to make organization and client management easier.

HoneyBook

HoneyBook has more of a business-end focus and allows you to automate many of your client processes, allowing you more time to find and acquire clients. It can help you send proposals, create contracts and invoices, and follow up with lead inquiries on one platform. You can send documents to your clients, manage your bookings and payments, and help organize, track, and manage each client’s project with an easy-to-use interface. One big downside is you can’t customize your invoices when you’re trying to build your brand; awareness is essential. 

Key Benefits:

• Time-saving automation
• Improved organization
• Enhanced client communication
• Customization options
• Reporting and analytics
• Mobile Accessibility

Drawbacks:

• Limited project management capabilities
• Complicated Smart Files

Aisle Planner 

Aisle Planner is an easy-to-use tool that looks professional and can be customizable to your brand. You can include your logo, brand colors, and contact information in all communications, forms, and invoices. You can keep track of and store your vendor information with your branding, so it’s ready to go for your clients, but you can update them as needed. The tools allow you to collaborate with your clients easily to anticipate and update plans and management as their needs change. While it was created primarily for wedding planners, other wedding creatives have used this platform due to the amazing client experience.

Key Benefits:

• Comprehensive event management
• Collaboration tools
• Customization options
• Time-saving automation
• Mobile Accessibility

Drawbacks:

• Limited reporting and analytics
• Higher pricing plans

Dubsado

Dubsado is a great CRM to help manage your client’s contracts, invoices, and scheduling. There are templates for creating forms and questionnaires that can help with the intake process. Many templates allow you to optimize your working relationship with your client and help meet their needs. Dubsado allows you more control over your workflow and can send out automated reminders for confirmations, payments, and more. If you ever talk to someone on their team, they’re all so wonderful, helpful, and kind. I feel like more than just a customer. 

Key Benefits:

• Time-saving automation
• Improved organization
• Enhanced client communication
• Customization options
• Reporting and analytics
• Client Portal

Drawbacks:

• Complicated Setup
• Tricky Interface

How Do They Compare?

HoneyBook is excellent for collecting client information, automating your client intake process, and creating a flow that works for you. It’s great for project management and planning with some great CRM features such as invoices and allowing you to collect payments.

With Aisle Planner, you have many more customizable options for building out your brand to allow your wedding business to stand out. The only drawback is clients can’t pay their bills automatically.

Dubsado is great for gathering detailed information through its many templates for your clients and helping automate and manage your workflow.

These CRMs for wedding businesses each have their pros and cons. Utilizing any of these options can significantly help you organize and manage your wedding business. We reccomend testing out each one to see which functionalities you prefer.

Curious about how we can support your wedding business? Sign up for a free discovery call to see how we can help run your business.