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How to Switch CRMs Without Sacrificing Your Sanity
Manage episode 461616133 series 3605403
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In this solo episode of the Business-First Creatives podcast, host Colie James dives deep into the intricacies of switching Customer Relationship Management (CRM) systems. Drawing from her extensive experience as a photographer who has transitioned through multiple CRMs and as a strategist assisting other entrepreneurs, Colie offers invaluable insights into when it makes sense to switch CRMs, the challenges involved, and the steps to take for a smooth transition. Whether you're contemplating a switch or simply curious about optimizing your current CRM setup, this episode is packed with essential tips to keep your business running smoothly.
If you’ve tried setting up your Dubsado or Honeybook account, yet aren’t actually utilizing all of the features it offers, I want to invite you to check out The CRM Blueprint. My course includes templates for all of the forms, emails, and workflows that you need to get paid in one easy step. Ready to maximize your use of Dubsado or Honeybook, enroll in The CRM Blueprint today! Use the code PODCAST for 10% off.
Mentioned in this Episode
How to Setup Your Dubsado in Less Than 3 Hours
How to Setup Your Honeybook in Less Than 3 Hours
How to Switch from Honeybook to Dubsado Without Losing Your Mind
Dubsado - Get 30% off your first payment (month or year) with code coliejames (aff link)
HoneyBook - Get 30% off your first year (aff link)
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