✨ How I Simplified My Client Systems—And How You Can Too


Hi Reader

Black Friday is just around the corner.

I'm sure you have been hearing about it all month as many of the deals are already turned on or will be shortly!

There are some great deals to be had, especially if it's the right time in your business journey to implement them.

In the past I’ve been guilty of jumping on a deal in the moment but then it proved to only muddle up my business by sidetracking my attention.

I know I’m not the only one (wink-wink).

Growing a business is full of taking actions but not knowing which ones will truly feel aligned and help you make progress.

For me, one of the first platforms I added was a Customer Relationship Management System.

It helped me to automate inquiries, provide an automatic call and project booking system, create invoices, and house all of my client onboarding and off boarding emails.

I started with Dubsado and I have since moved to using Moxie.

Here are my thoughts on both.

If this is the right time in your business to start using a CRM use my affiliate links below for a little extra benefit!

Moxie CRM

The new CRM I am using. I am still in transition from Dubsado but loving it so far. A few features I love:

  • Phone number for messaging & text reminders
  • Ticketing system for support requests
  • Integrated conditional logic
  • Client portal design flexibility - I have mine linked to a hidden page on my website so it can be on brand and designed exactly how I want it
  • Easy to create and manage scheduler
  • Visual automation builder
  • Customer service and FB Support Group (now on Heartbeat) is one of the best I’ve experienced

A few downsides:

  • Last I knew they don’t have the ability to back-date automations so it may not be great for event based businesses yet but they are constantly rolling out updates.

If you or any of your clients would like to learn more about it, I have an affiliate link that extends the free trial from 14 to 30 days:

30 day Moxie trial or https://www.withmoxie.com?_get=brenda10

Dubsado CRM

What I used previously, so much so I even became a Dubsado expert for a time! I love that you can customize it to your heart's content. Here are a more features I love:

  • Back date automations are perfect for event based businesses.
  • Canned emails and automatic reminders.
  • Beautiful Customizable Forms
  • Fantastic customer service and support group (they are in the process of moving from FB group to Circle)
  • Husband & Wife Founders
  • Dubsado 3.0 launching soon!

A few reasons I switched:

  • I didn’t love the interface. Everything seemed backwards to me and not intuitive even after using it for years.
  • No text reminders (but I hear that’s coming soon!)
  • Lots of changes to expert program (3x plus in 3 years)
  • No built-in conditional logic (also may be on the roadmap??)

If you are ready to try out a Dubsado trial for three clients with no time limit please use my affiliate link or code then when you upgrade you’ll save 20% off your first month or year!

Dubsado trial or my code: brenda20

If you are using a CRM I’d love to know your favorite features.

If you haven’t started using one feel free to reply and ask me all your questions.

Cheers,

When you are ready here’s three ways we can help:

  1. FREE Website Prep Checklist: This checklist will help you learn all the things you need to get started on your first or next website.
  2. Design VIP Days: With our 1 Day or more you get our undivided attention on your business brand and web design needs so that you get online selling and serving as quickly as possible!
  3. Signature Design EXP: Our Signature Brand & Web Service begins with strategy and ends with a truly elevated online presence. We partner with only 1 client per month to craft a brand & website you can’t wait to share! Reply “Design EXP” and I’ll get you the details.

Brenda Thorpe
Founder + Designer
Sisu Site Shop
sisusiteshop.com
brenda@sisusiteshop.com

*This email may contain affiliate links by which I may receive a small amount of compensation at no extra cost to you. Hopefully you will find them to be a great benefit. We only recommend products and programs we use and love!*

Sisu Site Shop

Hi! I'm Brenda. I'm the founder and designer of Sisu Site Shop a boutique brand, web, and course design studio where we help build calm and mission driven entrepreneurs start and grow their businesses. I'm a homeschooling mom of 4 with a passion for reading and hospitality. I'm also wife to an amazing executive chef and reliant on Jesus for grace along the way. Follow our journey with our sometimes daily email where I share business, homeschool, and life insights plus quick tech tips.

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