A Step-by-Step Guide to Branding Your CRM

Hello there, Darling! 

Welcome to Le Blog, a dedicated space for wedding professionals (you!) to ask a client experience strategist (me!) allllll the burning questions you have about client relationship managers like Dubsado and Honeybook. 

My name is Chloe, and I have helped some of the top wedding creatives in the field customize their CRMs to give their clients the absolute best experience possible – and I can do the same for you! I’m all about creating flawless client experiences, utilizing automation to save time, and having your CRM work for you, not against you. 

In this blog, I will explain exactly how to customize and infuse your CRM with your brand – and why branding your CRM is more important than you think. 

So brew yourself some tea and cozy up! We’re about to create CRM magic. 

Why branding your CRM Is so important 

So what do I mean when I say “branding your CRM”? Well, darling, I’m talking about customizing your Honeybook or Dubsado to match your business. I mean colors, brand voice, logos, the whole damn cake. 

And you might be thinking, “Chloe, is this really important? My social media and my website look great. Does my CRM really matter that much?” 

To which I would say: 👁️👄👁️ Yes! Yes, it is so important!! 

Branding your CRM makes your business recognizable on every platform. It helps clients trust you, and perhaps most importantly, gives your business a human side that clients can relate to! This is the same reason why you infuse your brand into your social media presence and website in the first place. 

So, what about your CRM? 

Your clients don’t usually interact with your CRM until they’re ready to book a consultation call. So you might think it doesn’t “need” to be branded. But having everything look nice and pretty until someone is interested in working with you kinda feels like that person who is super sweet and attentive until you actually start dating 👀. 

Don’t lead your clients on. Your brand should be consistent from meet-cute to wedding day (aka, until the contract is signed) and beyond! 

Having a strong brand infused into your CRM shows your clients that you are detail-oriented and consistent. And that is exactly how you want your clients to feel – especially if you are in the wedding industry! 

How to Brand Your Client Relationship Manager 

Your Proposal 

There are three very important (and easy!) ways to infuse your brand into your CRM. The first of these is your proposal. If you do not have the time or money to invest in fully branding your CRM, prioritize branding your proposal. 

Your proposal is the first thing your lead will see when they decide to work with you. It should accurately represent you. It should reflect your brand voice, colors, and the overall experience your clients will have when they work with you – ideally, easy to understand, enjoyable to read, with clear next steps. 

I recommend hiring a pro or using a template to make sure your proposal is on brand. You can customize the wording to match your brand voice and implement your brand colors (more on that below!). 

Pro Tip: If you have a clear idea of how you want to set up your proposal (and the rest of your CRM) use Dubsado! Dubsado offers much more customization than other CRMs. 

Your Email Signature 

Want to look and feel like the professional you are? Never underestimate the power of an email signature. 

Use Signature Hound to create a free, branded HTML signature and watch how a personalized email signature elevates your client communication. 

Here are 8 things to include in your email signature: 

• Your name (duh) 
• Your title (like founder, owner, lead photographer, etc) 
• Your business name (this should also be a “duh”)
• Your email address 
• Link to your website 
• Link to your socials
• Your physical address (only if it’s important to your business, like if you’re a wedding venue or have a studio)
• Picture of you (Not required, but highly recommended!) 

I know that sounds like a lot of things to include in your email signature, but I promise you can make it pretty! It will help you look like the bada** business owner that you are! 

For example: 

Now doesn’t that look cool? Plus, it lends a ton of credibility to your brand! 

To update your email signature in Honeybook, click on your profile photo, then click “My Templates” and then “Email Signature.” To update your email signature in Dubsado, click “Templates,” then “Canned Emails,” and then “Email Signature.”

See? Not so scary. 

Brand Settings 

Now, here’s the best (and easiest) part of infusing your brand in your CRM. And it only takes a few clicks! 

To update your brand settings in Honeybook, click on your profile photo, then “Company Settings,” and then “Brand.” For Dubsado, click “Settings” and then “Brand.” 

Here’s what to update: 

• Your primary logo
• Your secondary logo
• Your color hex codes 

From there, you can seamlessly update your CRM to reflect your current brand design! Now, when someone begins working with you, they will effortlessly transition to your CRM without feeling jolted by the lack of brand cohesion. 

Hire a Client Experience Pro to Brand Your CRM 

You should feel as confident in your CRM as you feel in your favorite cozy sweater. It, like many parts of your business, should feel like an extension of yourself – infused with your character and personality. 

And – just like that sweater – it should make you feel good about yourself and your business! 

Take it from my client, DJ: 

“I have felt so much more confident in my client experience. Sending beautiful forms has been such an ego boost, and being able to provide clients with a more luxe experience has been amazing. There is something so sexy about cohesive branding across all touchpoints, so having my fonts and vibes so perfectly integrated into my dubs forms has been literally life changing.”
– DJ, Desijn Studio

Did you know having a branded CRM could be life-changing? Well, it is. 

Darling if you want to feel like DJ, you simply must check out my Signature Service, where I completely overhaul your CRM and design intuitive, automated systems based on your business needs. 

And, of course, I make them pretty.

(My personal favorite CRM is Dubsado — here’s why!)

Ready to have your brand infused perfectly in your CRM? Let’s grab coffee (virtually, ofc) and chat all about it! Click here to schedule a completely free consultation call where we can discuss your business needs and how your CRM can make your life ten times easier.