All right, it’s about to get real! If you’re reading this article, then you’re ready to elevate your wedding planning business to a whole new level of productivity. Congrats to you! Having been around the CRM block a few times, I’m going to share with you my favorite all-in-one client management software: Honeybook.
Wedding Planner Project Management Tool
If you’re looking into a client management tool, you must be looking for efficiency and to streamline your workflow. That’s why I love HoneyBook! Here’s why:
Easily collect leads on your website with a Lead Capture Forms. Simply set up a form and install it on your website—easy peasy.
Proposals are a given with any platform you use. The nice thing about HoneyBook is that the proposal, payment (you can accept online payments), and contract are all in the same file. It will also share with you if the file has been viewed or not, which is helpful when you want to know if a client is serious about signing with you.
If you have a desire to streamline your process, then making templates for routinely sent out items like questionnaires, emails and contracts makes this a no-brainer. HoneyBooks’ template feature is such a useful tool.
Having A Team
The whole reason I started using HoneyBook was because I needed a CRM system that I could add team members too. I wanted to see what my team members were doing and I wanted them to use the same program I did so that our client experience would be seamless. If you have teams members, you need to try HoneyBook.
Once again, any wedding planning software you use should automatically have contract capability. HoneyBook is no exception. All you do is send a proposal with your contract attached. They sign it, you sign it and now you have a client. It’s so easy!
Workflow is one of the reasons I fell in love with HoneyBook. Having a streamlined workflow for a busy wedding planning business is crucial. In fact, when I found out that Aisle Planner didn’t have a real workflow, I couldn’t imagine my life without a flow option! A workflow will help you keep tasks on track so nothing gets overlooked.
Pro Tip: Are you wondering what in the world the workflow hype is all about? Or maybe you’re thinking about purchasing a CRM system but aren’t sure what kind of learning curve you’re up against. Check out ourFREE Workflow Course.
I love the timeline feature in HoneyBook! You make one master timeline template and then you are able to change adjust it for each wedding you do. It’s hard to remember how I used using a Word Doc. You can drag different events with you mouse and place them where they need to go.
Things That Need Improving
Although I love the HoneyBook platform, it is lacking in a few features compared to its competitors. For example, their bookkeeping end of things is less then desirable. Other programs allow task sharing with clients. Aisle Planner definitely has a better planning portal. A lot of people complain about their branding being on everything. This doesn’t bother me as much as it does others though.
Not Ready Yet
If you’re not ready to commit to a CRM site yet, try FreshBooks for your bookkeeping needs. You can send invoices to clients and accept online payments. You’ll need something to organize your business expenses for taxes and FreshBooks does a great job.
Get Your Discount Code Here
Thanks for reading this article! To show my appreciation, I’d like to share a discount code for 50% off your membership if you choose to go with the best wedding planning software for your business.