Can Squarespace Invoicing REPLACE my CRM???

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Did you know Squarespace released a new Project Management feature? Bet you're wondering if it can replace the need for a CRM like Dubsado, Honeybook, or Bonsai, right? Let's find out!
📖 ACCOMPANYING BLOG POST:
www.launchthedamnthing.com/bl...
✍🏼 HOW TO SIGN CONTRACTS CORRECTLY:
www.shopcreativelaw.com/blog/...
❓ SQUARESPACE HELP ARTICLE: PROJECT MANAGEMENT
support.squarespace.com/hc/en...
🆓 GET DUBSADO FREE FOR UP TO 3 CLIENTS, then 20% OFF with...
👉🏼 my affiliate link → www.dubsado.com/?c=damn
👉🏼 my affiliate code → DAMN
🆓 TRY BONSAI FOR YOURSELF:
www.hellobonsai.com/?fp_ref=l...
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⏭️ SKIP TO:
00:00 - Intro
03:19 - Fun Fact: Navigation Menu Quick Tip!
10:01 - Squarespace Project Management Limitations
11:44 - 17 Hats
12:00 - Bonsai
12:45 - HoneyBook
13:04 - Dubsado
13:38 - Choosing between Honeybook, Dubsado or Bonsai
14:01 - Peek at my Dubsado account’s forms
19:23 - Using Contracts with e-signatures in Dubsado
19:44 - Dubsado’s automated Contract Copy delivery process
20:59 - About Dubsado’s FREE plan
21:55 - The biggest downsides for Squarespace Project Management
22:24 - Who Squarespace Project Management is best for
23:37 - Can it replace my CRM??

Опубликовано:

7 авг 2024

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Комментарии : 14

@husainghuloom8040 Месяц назад

The reminders on the milestones would have been great, thanks for the video very clear and informative

@launchthedamnthing Месяц назад

Glad it was helpful! 😃

@louisaharveyjewellery 8 месяцев назад

Thanks for this. I always wonder what you are laughing at - You are always so giggly! 😂

@launchthedamnthing 8 месяцев назад

You're welcome! I'm glad it helped.😂 Often, I'm just laughing at my nerdy self bc I'm just generally a happy person. Glad ya enjoy my giggles! lol 😁

@LizGertz-e9y 13 дней назад

Who did your logo? I love it!

@launchthedamnthing 12 дней назад

Aww, thank you!! I designed it. 😁 My background is in print & graphic design (starting in 2006), before I began specializing in just web design in 2017. 😉😁

@launchthedamnthing 10 месяцев назад

🔗 CHECK OUT THE ACCOMPANYING BLOG POST HERE for step-by-step video screenshots & this WHOLE video written out into bitesize chunks ➕ the copy/paste Dubsado-ready email template I use to deliver the Contract copy to the client (which explains when I will countersign it): www.launchthedamnthing.com/blog/can-squarespace-project-management-replace-my-crm -- The link to the blog post from Creative Law Shop on how to properly sign a contract is in this post's description!

@launchthedamnthing 9 месяцев назад

⚡ WANT TO LEARN HOW TO BE A SUCCESSFUL WEB DESIGNER? - enroll here: www.launchthedamnthing.com/ssb 🆓 CATCH PAIGE'S TRAINING REPLAYS FOR FREE - BEFORE OCT. 24th, 2023 - register here: launchthedamnthing.com/bootcamp

@abbyleighton.studio 4 месяца назад

Seems like a great *beta* tool! Definitely can't replace CRMs yet, but hopefully Squarespace beefs up this tool enough to the point where it one day could :) Would love to save on the monthly fees!

@launchthedamnthing 4 месяца назад

They've since expanded it a bit further (in Circle Beta), so it seems they are trying to give us more CRM basic functionality. I don't think they'll ever be able to truly compete with Dubsado, Honeybook, Bonsai, etc -but for very basic stuff just in the beginning or for simpler business processes, it could definitely be useful to start there! You can learn more about what's involved in the invoicing features currently available now, in their article here: support.squarespace.com/hc/en-us/articles/17915996407437-Invoice-clients-and-manage-projects And keep an eye on this as they continue to release new features for it. 😃 I should also note that if you're part of the affiliate program for your CRM of choice, outside of Squarespace, you can often make back your money by promoting it naturally, like 'this is what I use to help manage projects in my business.' I rarely pay much for mine anymore, sometimes the whole fee is even covered with affiliate payouts. Worth a look if your audience could also use a CRM in their business! 😁

@angelicaamora11 2 месяца назад

It's been almost a year, and i'm starting a photography business now... has it improved yet?

@launchthedamnthing 2 месяца назад

@@angelicaamora11 It has improved ...a little? But in my opinion, it's still nowhere near enough to become a true CRM. Right now it's mostly still basic invoicing options with a couple extra capabilities added since this video came out, but if you're a Squarespace Circle Member, go into the Circle forum and check the Release Tracker because they're adding more to it that's not public yet. -- That said, even when those other features get released, if you already have a CRM you'll absolutely be regressing (losing features) if you switch, but if you don't have a CRM then it could *MAYBE* be a helpful medium between not having a CRM at all and getting to the place where you need one & can afford to get one. 🤷‍♀ My fav systems guru, Colie James, says a CRM may seem expensive, but it's $20-50/mo to act like your VA, -vs paying a VA $10-50/HOUR all month --still way less expensive for the help you get with the right setup. 😉

@angelicaamora11 2 месяца назад

@@launchthedamnthing Wow that is very descriptive. Thank you so much for sharing! 🌸

@launchthedamnthing 2 месяца назад

@@angelicaamora11 You're welcome! 😁 If you're not a Circle Member, or if you just never go to the forum, you can bookmark this blog post on my site to see when new features are coming down the pipeline, what I'm "allowed" to share when it's not public info yet, etc. www.launchthedamnthing.com/blog/new-squarespace-features-release-tracker