I can’t believe it took me as long as it did to add a CRM software to my wedding planning business. I blogged previously right here about why I chose Dubsado over Honeybook. It helped a lot for productivity when I was running the wedding show and sent dozens of contracts each month in addition to the ones for my wedding planning clients. With HelloSign’s paid version, about $15 a month, I could have several contract templates uploaded and ready to go. Perfect fit if you’re just starting out and don’t have a ton of new clients just yet. HelloSign’s free version will cover 3 contracts each month, and I still use that occasionally to complete forms. This online signing app makes it easy for my wedding business clients, and wedding show exhibitors to sign contracts online or even complete forms. You want the fastest possible option for clients to sign and commit. You’ve been there - drafting a new contract every time, converting to a PDF and sending by email, then waiting for clients to print, sign, scan, and send back. Win-win! I love that it’s so much simpler than my old method. This easy online signature app saves me and my clients so much time. Previously I used HelloSign for all of my client contracts. Here are nine tools I love to use for my wedding planning business: There seem to be holes in the system and I’ve been able to manage things better with my own methods, which often turn out to be less expensive. I’ve done the free trials and never been impressed. That said, this post does have affiliate links and promo codes for products I love to use and wholeheartedly recommend.įor wedding planners specifically, there are different software options available to manage wedding planning for your clients, but I honestly don’t think they’re necessary unless you’re completely at a loss to set up your own systems. I always suggest that wedding planners and pros do their research, and figure out which tools are right for you and your business, not which promo code sounds best. Or maybe you’ve noticed your peers sharing different referral codes and discounts.ĭon’t be fooled by slick sales pitches and high referral fees. If you’ve been in business for a bit, I’m sure you’re already getting emails and Instagram ads regularly touting different planning software and CRM tools. There are definitely tons of tools and apps on the market for wedding pros and wedding planners.
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