Let’s Talk About CRMs

Students often ask me what CRM (client relationship management) application I recommend for a professional organizing business and do they need one.  Let’s talk about CRMs.

When I started my organizing business in 2003, the CRMs available were geared for medium size businesses or larger ones.  If the CRMs available today that focus on single-owner businesses or businesses with a few employees were available in 2003, I would have set my business up on one.

Instead, I mostly automated my business workflow without a CRM using the following applications:

  • Website (client intake and engagement)
    • MailChimp (build a leads/client list and stay in touch)
  • Acuity Scheduling (schedule client sessions)
  • Square (invoice and collect payments)
    • Quickbooks (client database and business accounting)
  • Zoom (client assessment and virtual sessions)
  • Google (email and client information sharing–Docs, Sheets, Forms)

photo client workflow automation


This is how I have automated my client process without a CRM:

Client Inquiry

I receive 99% of my leads/inquiries on my website, where a viewer is easily directed to my Get Started page, which begins the client intake process where they:

  • Are prompted to select a date and time for a 15-minute discovery call (Acuity Scheduling integrated with Zoom)
  • Read and sign my client agreement (a form created in Acuity Scheduling with embedded code on the Get Started page)
  • Complete my needs assessment form (created in Acuity Scheduling with embedded code on the Get Started page)
  • Upload project photos
  • When I worked on site, I required  proof of Covid-19 vaccination uploaded
  • Schedule discovery call

Client Books Session

  • After the discovery call, I email the client (not automated) to schedule a session, including a link to book client project sessions (the link is generated from Acuity Scheduling)
  • The client books their organizing session
    • Confirmation emailed (automated email generated from Acuity Scheduling after scheduled)
    • Reminders are emailed automatically from Acuity Scheduling


Client Pays Invoice

  • The client pays the invoice for the session (linked with Square), which is triggered when they book their session
  • I manually enter the invoice and payment in Quickbooks

Client Session

  • Conducted virtually in Zoom
  • Information sharing is done by email with links to Google Docs

Project Completion

I email my client after project completion (not automated), including

  • a note of thanks
  • request a 5-star Google review (provide link)
  • link to book future projects, and
  • request they complete a satisfaction survey (Google form)

I think the most significant component I am missing is the automation of tracking leads and converting them to clients.

However, Mailchimp does a good job with auto-responder emails after someone requests the free offer on my website.

So, let’s talk about CRMs, and you can decide if one is right for your business.

What is CRM?

Quite simply, CRM is Client Relationship Management.  From Wikipedia, Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.[1]

Why do you need a CRM?

A CRM gathers customer interactions across all channels in one place.  Managing centralized data helps your business improve customer experience, satisfaction, retention, and service.

Having your client information in one place improves workflow seamlessly, and task automation eliminates repetitive work.   Let’s look at how your workflow could flow in a CRM:

Client inquiry (website contact us page, a form created in CRM templates).  The client information is captured from the contact us page and stored in the CRM, which can be populated into scheduling, form templates, and invoicing.


The client books a discovery call (integrated with an online scheduling tool or part of the CRM app)


An email is sent to the client to complete a needs assessment questionnaire-an online form created in CRM templates (automated in CRM)


An email is sent to the client after the discovery call to schedule a session (automated in CRM to be sent X minutes after the discovery call)


An email is sent to the client confirming the project session (automated in CRM to be sent after booking)


An email is sent to the client reminding them of the project session date/time (automated in CRM to be sent X hours in advance of the session)


Invoice client (automated in CRM to be sent after booking or after completion of session)


A thank you email is sent to the client after project completion (automated in CRM to be sent after the final session)

Other Features and Benefits of a CRM


CRMs can integrate with other applications such as Quickbooks, Zoom, Zapier, Calendars, eMail, Square, Paypal, Mailchimp, etc., avoiding duplicate data entry.

Client Portal

You can exchange information with your clients in a CRM.  Organize your client’s forms, emails, invoices, and tasks in one place.  Clients can access their portal on your website with a password.

Custom Triggers

Customize workflow actions to be triggered by specific conditions or at certain times.

Task Reminders

Create task reminders within a workflow for you and your team to stay on track with each project.

Tags & Statuses

Use workflows to tag projects and change statuses for quick and easy organizing.


Set up recurring invoices that automatically collect payments.  For example, 50% at booking and 50% at project completion.

Client Reminders

Send automatic reminders to notify your clients about incomplete forms or upcoming payments.

Reusable Templates

Create templates for workflows, forms, proposal packages, canned emails, and more.

How do I find a CRM?

Google!  Here are a few to start with:

Dubsado – best for small businesses and solopreneurs, attractive templates, focus on workflow automation.  Their website was the easiest to navigate and locate customer support.  $20-$40/month or $200-$400 per year.  You will receive a discount code if you attend a short webinar; mine was 50%.

Hubspot – best for any business.  Their website is also very easy to navigate. Free products or premium products start at $45/month for 1,000 contacts.

Jobber – best for scheduling and dispatching teams, time tracking, and expense tracking.  $30-$180/month

Honeybook – best for small businesses and solopreneurs. $32.50 – $39/month

SMMware – professional organizing and move management industry specific.  Their website feels a bit clunky to navigate.  Starts at $45/month.

How do I choose a CRM?


The price of CRM software can vary widely based on the number of users, the extent of the software’s functionality, and the company’s specific needs.  And ask for a discount code!  Many CRMs offer trial software periods to let you try out their CRM features and functionalities.

Easy to set up and use

Many CRMs put a strong emphasis on ease of use.  Find a tool with good data visualization that provides streamlined apps.

Customer service

Look for a customer support team in your business’s time zone with good support and a large user community to quickly resolve setup difficulties.

The Bottom Line

CRMs are about increasing sales, saving you time and money, and giving customers a seamless process for interacting with your business.  Only you can decide if one is suitable for your business or not.

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