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 Aisle Planner - Use code Becca
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
Wedding Pros who are ready to grow - with Becca Pountney
Are you a wedding business owner that wants to grow your business for success?
You are in the right place as you tune into the UK's leading Wedding Industry podcast.
If you want to take your creative passion and turn it into a successful, profitable business doing what you love, you are in the right place.
In the Wedding Pros who are ready to grow Podcast wedding business consultant and speaker Becca Pountney will share her expert tips and practical advice to help you find success.
In this podcast you will find a mixture of actionable steps, guest experts and other wedding pros who want to share their journey with you. Get ready to laugh, cry and most of all get inspired to grow your dream wedding business.
- No. of episodes: 172
- Latest episode: 2025-06-19
- Business Entrepreneurship Marketing
Where can you listen?
