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  • Writer's pictureLaura Mackenzie

The Benefits of Using a CRM System if You’re a Service-Based Business

What is a CRM?

A CRM, or Client Management System, is an online platform that helps you organize, streamline, and automate your client process. It takes care of tasks like emailing clients, capturing leads, sending invoices, contracts, proposals, questionnaires, and much more.


Why do you need it?

As a service-based business, a CRM system can save you countless hours that would otherwise be spent on admin tasks. Imagine no longer having to write invoices, chase payments, send contracts back and forth, schedule calls, or compile proposals. With a CRM system, you can automate these processes, making the experience for your customers easy and professional. Additionally, a CRM system can help you build and strengthen relationships with new and existing customers.


The Benefits of Using a CRM System if You’re a Service-Based Business

Back-end systems set up using Dubsado

Dubsado is an online client management system that helps you organize, streamline, and automate your client process. By setting up your business on a CRM system like Dubsado, you can handle tasks such as emailing clients, capturing leads, sending invoices, contracts, proposals, questionnaires, and much more. This allows you to focus on other aspects of your business while the CRM system takes care of the administrative work.


PS. Want to claim 20% off your first Dubsado subscription? Sign up here!


Maximize your efficiency, streamline your workflows

Imagine the cogs of your business turning all by themselves. With a CRM system, you can put the entire client management side of your business on autopilot. This means getting back all the hours you spend on manual tasks like writing invoices, chasing payments, sending contracts back and forth, compiling proposals, and replying to enquiries. Additionally, having all these aspects of your business accessible through the same platform offers convenience and ease of use.


How can I help you?

My CRM systems setup service is designed for service-based businesses and coaches, to build you a bespoke CRM platform. Together, we will streamline and automate your workflow, transforming the way you run your business and offering your customers a whole new experience. By tailoring the CRM system to your specific needs and requirements, we can create a platform that maximizes efficiency and growth.


What's included in the CRM service?

Our full CRM setup service covers everything from start to finish for service-providers and coaches. We will build a bespoke platform that is a perfect match for you and your business. In addition, we provide an offboarding guide and video tutorials to ensure you have all the information you need to make the most of your CRM system. Furthermore, we offer 30 days of post-set-up support to answer any questions and provide assistance as you get started.


How do I sign up?

Getting started with our CRM service is easy. Simply fill out an enquiry form, and I'll get back to you with the next steps to proceed. We'll then schedule a discovery call to go through the requirements for your service-based or education business. After that, I'll send you a contract and package for you to review and approve.


Using a CRM system can bring numerous benefits to your service-based business. From streamlining workflows to automating administrative tasks, a CRM system can save you time and effort while providing a professional and seamless experience for your customers. By utilizing the power of a CRM system, you can maximize efficiency and foster strong relationships with your clients. So why wait? Embrace the benefits of a CRM system and transform the way you run your business.



The Benefits of Using a CRM System if You’re a Service-Based Business

L x

Laura, Creative Virtual Assistant at Kelp Collective

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