CRM vs Project Management: Which Tool Boosts Your Success?
What they are and why you need BOTH
Hello there, lovely!
Welcome to Le Blog, the best resource for creative wedding business owners looking to elevate their business experience. My name is Chloe. I am a Client Experience Strategist for some of the top wedding creatives in the field. This means that I help wedding pros like you create systems and leverage project management tools that streamline your admin tasks and improve your work-life balance.
This blog is your cheat sheet for understanding the difference between Client Relationship Managers (CRMs) and Project Management tools (PMs) and why you need both to run a successful wedding business.
Be sure to bookmark this post, because you’ll definitely want to come back to it again and again.
The Difference Between Project Management Software And Client Relationship Managers
Here is what sets PMs and CRMs apart. PMs are designed for your eyes, and your eyes only. CRMs are designed for you and your client.
Here’s a breakdown:
Project Management Tools:
- Manage tasks
- Help you stay on a project timeline
- Manage a team (if you have one)
Client Relationship Managers:
- Manage inquiries, follow-up, onboarding & offboarding
- Gather info from clients into one central location
- Send & save contracts (automatically)
- Help you get paid (automatically)
- Schedule meetings (you guessed it – automatically)
- Automate your day-to-day tasks you perform with every client
Why Wedding Business Owners Need a PM and CRM
Between them both, PMs and CRMs make one competent assistant. One is to keep track of all the tasks bouncing around inside your brain, and the other is to communicate effectively with your clients… so they don’t end up as one of the tasks bouncing around inside your brain.
Listen, darling, it’s not that your brain isn’t a lovely place. It’s just that managing a business isn’t easy, and we all have our days…
Take it from Jen, one of my previous clients. Before redoing her CRM, she said “I was driving myself crazy juggling everything and trying to remember each part of my client process in my head.”
Don’t drive yourself crazy. Just get the tools you need to run your business effectively.
So, if you want your clients to have the best experience working with you, you need a CRM. And if you want to complete all of your to-do’s on time or (gasp) ahead of schedule, you need a PM.
It’s as easy as that!
The Best PMs & CRMs for Wedding Pros (from a Client Experience Strategist)
If you’re ready to make your daily life easier, I suggest looking into the following programs!
My Favorite Project Management Software:
My Favorite Client Relationship Managers:
Full disclosure- I am an affiliate with some of the above programs, so when you sign up with my link, you also help support me and my content!
And there you have it, folks! Easier business is right around the corner. These two tools will make a world of difference for your wedding business.
Oh, and when you’re ready to make sure you’re getting the absolute BEST out of your CRMs, we should chat. I offer custom CRM builds for Honeybook and Dubsado so your CRM is tailored perfectly to you and your ideal client.
Want return clients? More leads? Less admin? Yeah, we should definitely talk. Click here to schedule a completely free consultation call! I can’t wait to meet you, Darling.
Chloe
P.S. Not sure this whole CRM thing is worth the hype? Read this. It’s all about your ROI when investing in a custom Honeybook or Dubsado setup.
And I wrote it, so it definitely won’t be boring.
Give it a read and tell me what you think. Drop in on my DM’s on Instagram and we can chat all about it!
