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4 signs you might need a CRM in your life

One of the biggest investments you can make as a photographer, besides your equipment and a kick-ass website, is a client relations manager.  There are tons of options and it is really important that you really look at the features each one offers to find the right one for you.  I personally use Dubsado (affiliate link), but what are the signs you might be ready to look at one for yourself.


  1. You find yourself writing the same emails over and over again.  Canned emails are just ONE of the many features that most CRMs offer.  I personalize most of the emails I send out, but it is really great to have all the information I need at my fingertips and ready to load for any given client.  Example?  On my site when a client fills out my contact form, Dubsado sends them a confirmation email letting them know I have received their inquiry and will be sending along a personalized response soon.  This email contains some important information and blog posts (related to the inquiry) they may want to review in the meantime.
  2. You are tired of keeping your invoicing in Paypal/Square separate from your other client data.  Most CRMs allow you to utilize the payment processors you are already using for your clients, but now you can manage all this data within one system.
  3. You are struggling to make sure you are keeping up with the inquiries you receive.  You can develop workflows to make sure you are managing your inquiries well.  Trigger reminders/to-dos to make sure you are communicating well to get potential clients from the inquiry stage into the booked stage.
  4. You wish you could automate your workflows to help you spend less time on the computer and more time doing the things you love.  Have you ever calculated how much time you take to follow-up and send things that could be automated? Wouldn’t it be great to send payment reminders, questionnaires, and other important information automatically while you are out with your kids at the park?


I know there are ways you can track your clients and run your business without a CRM.  Let’s also be honest; it is not simple, fast, or super easy to migrate your business over to a CRM.  However, once you get it all set up it will be like Christmas!  If your motto is “work smarter not harder” definitely consider investing in a CRM.  Click HERE to read about my favorite 5 features on Dubsado.


P.S. I love chatting about all things CRM, so if you have questions drop me a line.

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