Four ways to know that you need a CRM for your interior design business

As an interior designer, you understand the value in giving your clients an elevated client experience. However, it can be difficult to manage all aspects of that journey without access to the right tools. As your business grows, you may realize that you need more than just spreadsheets and emails to track conversations, contact details, payment processes and more. A Customer Relationship Management (CRM) software, such as our favorite Dubsado, might be the perfect tool for improving your operations. Read on to learn how CRM could help streamline your interior design business – here are four ways to know when it’s time for a CRM software!

You are a bottleneck in your design business.

As a business owner, you wear many hats and juggle many responsibilities. But have you ever considered that you are also unintentionally slowing down your own business? It’s true, it is easy to become a bottleneck in your operations. The good news is that a CRM can help alleviate that burden. With a CRM, you can automate tasks, keep track of client interactions, and streamline processes. Dubsado acts as another set of hands to send out reminders, house information and move your process forward!

You use more than four systems in your design business

It’s no secret that managing tasks across multiple programs can quickly become overwhelming. With so much to keep track of, it’s understandable that important tasks might slip through the cracks. That’s where a CRM system comes in – this tool can be a real lifesaver when it comes to keeping everything organized. Not only can a CRM help with task management, but it can also assist with client communication, contract signing, billing, and more. If you are using more than four systems, it is very likely that you can reduce that number using Dubsado. 

You use Google Forms, or worse yet, emails to collect information from your clients

Google Forms and email are great tools for quickly gathering information and communicating with clients. However, they are not suitable for long-term client management as it opens the door for missed information and disorganization. When it comes to having an elevated client experience, a more robust customer relationship management (CRM) system is necessary. CRMs allow you to store and organize client data, track communication, and automate processes. By utilizing a CRM, you can provide personalized experiences for your customers, which can lead to a better client experience. 

You have a process, but your client experience is lacking – it feels “makeshift”

Are you feeling like your client experience could be better? Do you have a process in place, but it just doesn’t feel smooth or professional? We know it is a challenge to balance the behind-the-scenes work with delivering top-notch service to your clients. But with the help of a CRM, you can elevate your client experience to a whole new level. A CRM can streamline your workflows and automate some of the repetitive tasks that can bog you down. Plus, you can store all of your client documents in one place, and personalize them for each client. Don’t settle for a makeshift client experience – use a CRM to take your business to the next level.

It is time to start implementing a CRM if you are feeling overwhelmed with all the misc. information, you are a bottleneck when responding to clients, you’re using more than four systems for communication and data collection, or living in the ‘google form’ or email-era for client communication. It’s time to level up and invest in a tool that will help streamline and organize the various aspects of your business. CRM software, like Dubsado, provide services that promise to make the organization process easier and quick for your business. If any of these four points apply to you then it’s time to consider making a change. We want to help you better understand how this system could make your life easier. Schedule a discovery call with us today to learn all about our Dubsado services.

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