Stop Guessing! Here’s Your Ideal CRM Match

Quiz Questions

• 1.
  What type of business do you run?

  • A.
    Creative service-based business (e.g., designers, coaches).
  • B.
    Freelancers or solopreneurs offering a mix of services.
  • C.
    Photography or videography studio.
  • D.
    Small teams or multi-service businesses looking for all-in-one simplicity.
• 2.
  How tech-savvy are you?

  • A.
    I’m okay, but I like tools with deep customization options.
  • B.
    I need something easy to use with minimal setup.
  • C.
    I’m comfortable with tools tailored to my creative niche.
  • D.
    I want plug-and-play simplicity with robust features.
• 3.
  What’s your top priority for a CRM?

  • A.
    Workflow customization and automations for forms, emails, and contracts.
  • B.
    Affordable and flexible task and project management.
  • C.
    Beautiful galleries and tools specifically for photographers.
  • D.
    An all-in-one solution for managing clients, invoicing, and scheduling.
• 4.
  How important is client communication within your CRM?

  • A.
    Extremely important—I want automated updates and follow-ups.
  • B.
    Somewhat important—I prefer manual communication with flexibility.
  • C.
    Very important—I need gallery delivery and milestone updates.
  • D.
    Important for sending emails, updates, and managing leads in one place.
• 5.
  What features are must-haves for you? (Select up to 3)

  • A.
    Advanced workflow automation
  • B.
    Affordability
  • C.
    All-in-One Organization
  • D.
    Contracts
  • E.
    Customizable forms
  • F.
    Expense Tracking
  • G.
    Galleries
  • H.
    Invoicing
  • I.
    Lead tracking
  • J.
    Scheduling
  • K.
    Task management
  • L.
    Visual Client-Facing Tools
• 6.
  What’s your budget for a CRM?

  • A.
    Mid-tier pricing with powerful features.
  • B.
    Affordable and flexible.
  • C.
    Mid-tier to premium.
  • D.
    Mid-tier pricing for an all-in-one approach.
• 7.
  How many clients do you manage at a time?

  • A.
    A moderate number (10–20 clients) with workflow complexity.
  • B.
    Fewer than 10 clients or varied workloads.
  • C.
    A moderate number (10–20 clients) focused on photography deliverables.
  • D.
    10–20+ clients with simple, repeatable processes.

Quiz Outcomes

• 1.
  Your Match: Dubsado – The Workflow Powerhouse

  If you’re looking for a CRM that can do everything and then some, Dubsado is your match. Perfect for service-based businesses that thrive on organization and automation, this tool will transform the way you manage clients.Why You’ll Love It:Fully customizable workflows and forms.Automates emails, contracts, and invoices.Scales with your business as it grows.Who It’s Best For: Coaches, designers, and creatives who love deep customization.
• 2.
  Your Match: Moxie – The Freelancer’s Best Friend

  If you’re a solopreneur or freelancer juggling multiple roles, Moxie has you covered. This tool simplifies task management, project tracking, and client communication—all without breaking the bank.Why You’ll Love It:Affordable and easy to use.Combines project management with client tracking.Perfect for creatives wearing many hats.Who It’s Best For: Freelancers, solopreneurs, and side hustlers who value simplicity.
• 3.
  Your Match: Sprout Studio – The Photographer’s Dream CRM

  Sprout Studio is made specifically for photographers and videographers who want to simplify their business while delivering stunning client galleries. If you value visuals and client-centric tools, this one’s for you.Why You’ll Love It:Beautiful galleries and scheduling tools.Streamlines client communication and project tracking.Built specifically for photography businesses.Who It’s Best For: Wedding, portrait, or commercial photographers.
• 4.
  Your Match: 17Hats – The All-in-One Organizer

  17Hats is for small teams or multi-service businesses that need a simple, all-in-one solution for client management. It’s designed to keep everything—from invoicing to scheduling—in one place.Why You’ll Love It:Combines invoicing, contracts, and lead tracking.Easy setup with minimal learning curve.Simplifies the client journey.Who It’s Best For: Small teams, multi-service providers, and businesses ready for all-in-one simplicity.