How a CRM can Save you Hours each Week
Are you constantly juggling tasks, feeling like there’s never enough time in the day?
As a creative, your energy and time are precious, and every minute spent on admin is a minute away from what truly lights you up.
That’s where a CRM (Customer Relationship Management) system comes in—offering not just a solution, but a complete upgrade in the way you run your business.
In this blog, we’ll explore how a tailored CRM setup (aka Dubsado or Moxie) can turn your overwhelm into clarity, helping you save hours each week while delivering an incredible client experience.
What Is a CRM and Why Does Your Creative Business Need One?
A Customer Relationship Management (CRM) system is a software tool designed to help businesses manage their interactions with current and potential clients. It organises your client data, tracks communication, and streamlines essential admin tasks like sending proposals, signing contracts, payments and invoices, scheduling, and collecting information from your clients.
With the right CRM setup, you can automate repetitive tasks, simplify client onboarding, and create a consistent, on-brand experience that keeps your clients coming back.
1. Automate and Simplify Repetitive Tasks
A well-configured CRM can take a huge load off your plate by automating time-consuming admin work.
Automate invoices and follow-ups: From sending invoices to tracking payments and reminding clients about due dates, a CRM can handle these tasks so you don’t have to.
Streamline client communication: No more digging through endless email threads. CRMs organise all client interactions in one place, so you can respond faster and more efficiently.
Effortless onboarding: Automate your onboarding process—from initial inquiry to contract signing—so each client enjoys a seamless experience, without you needing to be hands-on at every single step.
2. Organise Your Business in One Place
Centralise your data: Keep track of client details, project stages, and communication history all within your CRM.
Visualise your workflow: With customisable dashboards, you can see exactly where each project stands.
Manage your time better: CRMs come with built-in schedulers, on-brand templates, and automated features to help you prioritise what matters most.
3. CustomiSed Workflows for a Luxurious Client Experience
Personalised touchpoints: Set up automated reminders and check-ins to ensure your clients feel valued throughout the process.
On-brand documents at your fingertips: Easily generate contracts, proposals, and questionnaires that are beautifully designed and consistent with your brand.
Consistent service delivery: A CRM ensures that no matter how busy you get, your clients always receive the same high standard of service.
Reclaiming Your Time: Real-Life Examples
Here are a few snippets from what my clients have to say:
‘Custom proposals now take me less than 5 minutes to send, and that’s including the contract and initial’ - Brand Designer
‘No longer chasing payments or signatures, because everything is so much easier for my clients.’ - Interior Designer
How to Get Started with a CRM
Understand Your Processes: The first step to successfully setting up a CRM is to get a clear understanding of your current processes and what you need your CRM to do. Start with a pen and paper or a simple spreadsheet to document your steps. Take note of the emails, schedulers, and forms (like proposals, questionnaires, and contracts) that you need to streamline. This will serve as your roadmap when you begin setting up your system.
Setting Up Your System: With your roadmap in hand, you’ll have a clear vision of how to structure your CRM to best serve your business. Whether you’re ready to dive in yourself or you’re feeling a bit overwhelmed, remember that this setup is the foundation for your business’s efficiency and growth and this time is going to pay off in the long run.
Flexible Support Options: If setting up a CRM sounds daunting, you don’t have to go it alone. You can explore my services guide here, where I offer flexible options from done-for-you setups to more cost-effective, done-with-you solutions. Whether you need full support or just a guiding hand, there’s a service for your needs.
A CRM isn’t just a tool; it’s a game-changer for creative business owners who are ready to take control of their time and upgrade their client experience. By automating tasks, organising your workflow, and providing a consistent, on-brand experience, a CRM can help you save hours each week—time that you can spend doing what you love most.