Which CRM is Right for You?

Quiz Questions

• 1.
  Where are you located?

  Image Source

  • 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?

  Image Source

  • A.
    Yes
  • B.
    No
  • C.
    Hmm... I'm not sure I care either way
• 3.
  How important is being able to customize your forms/docs and emails?

  Image Source

  • A.
    Very Important
  • B.
    Not vital as long as all the information is there
• 4.
  How important is automation to you?

  Image Source

  • 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.
• 5.
  Will you be setting up your CRM or working with a Pro?

  Image Source

  • A.
    I will work with a pro.
  • B.
    Setting it up myself DIY style.
  • C.
    I'm not sure yet
• 6.
  Do you need to be able to automatically charge a credit card fee and/or tax on client invoices?

  Image Source

  • A.
    Yes, this is a must
  • B.
    Nope, not needed

Quiz Outcomes

• 1.
  Your CRM Results: Dubsado

  Image Source

  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

  Image Source

  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.