A client management system, also known as a CRM (client relationship management) is a software that helps businesses keep track of clients. A CRM is designed to help businesses manage their clients’ information, track invoices, and improve the client experience. In this blog, we’re going to talk about the impact that a client management system can have on your service-based business.
In addition to keeping your client data organized in one place, a CRM can also help businesses automate your sales process. If you, like most entrepreneurs, didn’t become a business owner to spend all of your time being a sales-person, a CRM is a dream come true for you! You can automate lead responses so inquiring clients aren’t waiting on you for information . You can also automate follow up emails which leads to faster bookings and higher conversions.
A CRM keeps client and project information in one place. Instead of using 3 different platforms to create pricing guides, send contracts, and collect invoices, everything is in one place like Dubsado. This makes tracking leads, bookings, and payments easy.
Follow up emails are proven to boost conversions, but remembering to actually follow up with quiet clients doesn’t always happen. With a client management software, follow up emails can be sent automatically. For example, in Dubsado, you can set a follow up email to send 3 days after a client hasn’t signed the contract.
Choosing a CRM that offers automation will allow you to spend time growing your business instead of managing the logistics. Dubsado sends emails, questionnaires, and payment reminders to your clients for you, at a time you choose so you don’t have to keep up with a mental checklist. That works when you have less than 5 clients, but the more successful you become, the more difficult it is to remember all of the details.
With a client management system, you can send automated emails, schedule appointments, and follow up with clients more effectively. This leads to stronger client relationships, more time to connect and understand clients’ needs, and raving reviews.
Having one place to manage client information, documents, appointments, and payments significantly impacts both your experience and your clients’ experiences.
Customizable to fit any service-based business, but mostly used by designers, photographers, coaches, legal professionals, doulas, virtual assistants/OBMs, hair and makeup artists, and event professionals.