Which CRM is Right for You?

Quiz Questions

• 1.
  Where are you located?

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  • A.
    US
  • B.
    Canada
  • C.
    I'm not in the US or Canada
• 2.
  Do you want to be able to access your CRM through an app?

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  • A.
    Yes
  • B.
    No
  • C.
    Hmm... I'm not sure I care either way
• 3.
  How important is automation to you?

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  • A.
    I'd like to have some automation, but I'm ok with having some manual tasks too
  • B.
    Very! I want to automate as much as possible.
• 4.
  How important is it to be able to send automated follows ups for estimates and proposals?

  • A.
    Very Important
  • B.
    Not vital
• 5.
  How important is being able to customize your forms/docs and emails?

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  • A.
    Very Important
  • B.
    Not vital as long as all the information is there
• 6.
  Do you need to be able to automatically charge a credit card fee and/or tax on client invoices?

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  • A.
    Yes, this is a must
  • B.
    Nope, not needed
• 7.
  Do you want your clients to receive text message reminders for appointments?

  • A.
    Yes, this is so important!
  • B.
    Not necessary, as long as they can get an email reminder
• 8.
  Will you be setting up your CRM or working with a Pro?

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  • A.
    I will work with a pro.
  • B.
    Setting it up myself DIY style.
  • C.
    I'm not sure yet
• 9.
  How important is it to you to be able to charge a client’s card on file without requiring CC authorization?

  • A.
    Very important
  • B.
    Not necessary

Quiz Outcomes

• 1.
  Your CRM Results: Dubsado

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  According to your responses, Dubsado is the best CRM for you! YAY! Dubsado is my favorite and is the CRM I use in my own business. With this incredible Client Relationship Manager (CRM) you'll be able to automate intaking new leads, getting consultations scheduled, sending proposals, contracts, and invoices, plus SO much more.Try Dubsado for FREE here.Slow Your Scroll — Let Me Introduce Myself!Hey there, and welcome — I'm Amber, Workflow Strategist! I'm here to help Professional Organizers (just like you) organize & automate their business backend to save time, increase revenue, and generate raving clients that keep coming back for more.On top of CRM Setups (Psst... Click here to check out my testimonials!), I offer 1:1 sessions to help you tackle your CRM and system to-dos 👉 Whatever your needs, I've got your back, friend!Bonus Resources to Jumpstart Your Dubsado Journey? I've Got Your Back!1. Download my free email templates for Pro. Organizers.These emails will help you start building your bank of canned emails. Templates like these are such a huge timesaver, especially if you find yourself typing the same emails multiple times a week.2. Follow me on Instagram. From pinning down your client process to providing business tips specifically for organizers, I post content on everything systems & automation.3. Fill out this form to book a 15-minute coffee chat with me. If you've got questions about getting started with a CRM, the different steps that should be in your workflow, or just need guidance on how to save time in your business, this is just for you. Plus I would LOVE to connect with you.
• 2.
  Your CRM Results: HoneyBook

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  According to your responses, HoneyBook is the best CRM for you! YAY! HoneyBook is a great CRM. With this incredible Client Relationship Manager (CRM) you'll be able to automate intaking new leads, get consultations scheduled, sending proposals, contracts, and invoices, plus SO much more.Get 35% off HoneyBookSlow Your Scroll — Let Me Introduce Myself!Hey there, and welcome — I'm Amber, Workflow Strategist! I'm here to help Professional Organizers (just like you) organize & automate their business backend to save time, increase revenue, and generate raving clients that keep coming back for more.On top of CRM Setups (Psst... Click here to check out my testimonials!), I offer 1:1 sessions to help you tackle your CRM and system to-dos 👉 Whatever your needs, I've got your back, friend!Bonus Resources to Jumpstart Your HoneyBook Journey? I've Got Your Back!1. Download my free email templates for Pro. Organizers.These emails will help you start building your bank of canned emails. Templates like these are such a huge timesaver, especially if you find yourself typing the same emails multiple times a week.2. Follow me on Instagram. From pinning down your client process to providing business tips specifically for organizers, I post content on everything systems & automation.3. Fill out this form to book a 15-minute coffee chat with me. If you've got questions about getting started with a CRM, the different steps that should be in your workflow, or just need guidance on how to save time in your business, this is just for you. Plus I would LOVE to connect with you.