CRMs and service-based businesses go together like peanut butter and jelly. Having a CRM software means that you have a digital database for all things pertaining to your leads and clients.

While we know service providers who are getting by tracking their leads and clients using spreadsheets or other methods, CRMs allow you to boost your overall client experience. You’re able to streamline the way you send contracts, proposals, forms, invoices, schedulers, and other documents, all the while maintaining a consistently branded and professional image.

Unfortunately, we often see service providers massively underutilizing their CRM, so in this post, we want to share 5 ways to maximize your CRM and boost your productivity!

We wouldn’t call ourselves the queens of automation, but, boy, are we pretty darn good at it. Over the years, we’ve automated more things in our business than we can count, and it’s saved us hours of valuable time that we can focus elsewhere.

We believe automation is a huge piece of the puzzle in allowing small business owners to either avoid or break free of overwhelm. When you have to manage the administrative, financial, marketing, support, and countless other duties in your business, the stress can quickly build up.

That’s why in this blog post, we want to share 10 things we think every small business should automate to avoid overwhelm!

One thing about us is that we’re always looking for ways to improve our systems and processes to keep things streamlined and running smoothly. And a favorite system of ours that allows you to do this very thing with your client processes is Dubsado.

When we were a service-based business that dealt with one on one clients, Dubsado was our absolute favorite CRM, and that was back when they were fairly new and weren’t as robust as they are now. Since they’ve made total updates and added new features, they’ve become every business owners dream system.

So, today, we’re going to share with you different ways that you can use Dubsado to streamline your projects and tasks!

Emylee here. Words like “systems”, “audits”, “workflows”, “processes” and “checklists” - they can either make the extreme Type A person rejoice and ask for more or they can make the whimsical creative clam up and cringe.

Here at Think Creative Collective, part of “thinking creative” is to put on the business hat every once in awhile so we can check in with our growth and sustainability. And that’s exactly what a systems audit does for you.