In this episode, I'm comparing two popular CRM platforms: Dubsado and Honeybook. After years of using Dubsado, but experiencing frustration with the platform, I was prompted to explore Honeybook as a potential alternative.
Throughout the episode, I share my personal experiences setting up workflows on both platforms, highlighting what I liked and didn't like about each, based on my needs as a mom entrepreneur.
Whether you're considering a switch or just curious about the differences, this episode offers valuable insights to help you choose the right CRM for your business.
LINKS & MENTIONS
- Dubsado: Get 20% off your first month or year
- HoneyBook: Get 30% off your first 2 months or 1 year
- Harmony Systems Sprint
CURRENT EVENTS
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WORK WITH ME
- Harmony by DESIGN Private Partnership: A high-touch, private strategy experience for legacy-minded mom entrepreneurs ready to lead with clarity, honor their capacity, and make decisions from a place of rest, not reactivity.
- Harmony Systems Sprint: A VIP Week where I’ll set up an automated workflow for your client experience— from inquiry to offboarding. And after your VIP Week, you still have 2 weeks of support!
- Join Email Community: Want more beyond the podcast? Join my email community for practical insights on building systems that support sustainable business growth and peace at home. From client experience and automation to home management and self-care, you'll get the tools that fit your real life. Plus, I’ll share real lessons from my journey as a Christian mom navigating motherhood, entrepreneurship, and faith.
MY FAVORITE BUSINESS TOOLS
- Dubsado (Client Management): Get 20% off your 1st year or month
- Flodesk (Email Marketing): Get 50% off your 1st year
- Showit (Website Builder): Get one month free
- Captivate (Podcast Host): 7 day free trial
- ClickUp (Project Management)
- Castmagic (Content AI Tool)
- Komodo Decks (Screensharing & SOP Creation)
- Descript (Recording & Editing)
Some of the links above may be affiliate links, which means I may earn a commission if you purchase through them, at no extra cost to you. I only recommend products and services I truly believe in and think will be valuable to you.
CONNECT WITH PHYLICIA
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