Which wedding business CRM is right for me? With Rachel Parker

Choosing a CRM (or customer relationship management) tool for your wedding business or venue is a way to streamline your processes and save yourself time. However trying to decide which tool and price point is right for you can be a complete minefield. In today's episode I am talking to Rachel Parker who not only works as part of my team but also owns her own VA business.

At the end of last year I set Rachel a research project - to compare 3 of the most popular wedding industry CRM's systems and in today's episode we discuss her findings. We talk about the features they have, the pros and cons to each, the pricing and who they would work best for. If you have been considering a CRM or want to see if yours is the best option for you, then dive into today's episode to find out.

Find out more about how the Wedding Pro Agency can help you get set up.

Join the Wedding Pro Members Lounge

Please note all the links below are affiliate links:

Check out BriteBiz (and get 25% off your first two months)

Check out Dubsado

Check out Aisle Planner - Use code Becca

Follow Rachel on Instagram

Time Stamps:

00:28 - Introduction to CRM for Wedding Businesses

04:32 - Understanding CRM: A Comprehensive Overview

08:31 - Introduction to CRM Systems for Wedding Professionals

14:15 - Pros and frustrations with Aisle Planner

20:31 - Pricing and Project Management in Aisle Planner

24:44 - Transitioning to Dubsado: A New Perspective on Project Management Tools

30:22 - Exploring Dubsado's Features and Limitations

37:20 - An Overview of Dubsado's Features and Pricing

44:21 - Integration Features of BriteBiz

50:22 - Limitations with BriteBiz

01:00:01 - Getting Started with CRM Systems

01:06:12 - Building a Community in the Wedding Industry