299. Why We Switched CRMs – Part 1

299. Why We Switched CRMs – Part 1

Update: 2025-08-19
Share

Description

You didn’t start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/application

After years of sticking with an "all-in-one" platform, I finally faced the hard truth—it wasn’t doing everything well, and it was costing my team time, efficiency, and client experience. 

In this first part of our CRM switch series, you’ll hear exactly how we decided to break up with our old system, why we chose Dubsado, and how pairing it with specialist tools is making our business run smoother than ever.  

The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorg

=========================  

EPISODE SHOW NOTES BLOG & MORE:

https://weddingproceo.com/why-we-switched-crms-part-1/

=========================

Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!

PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swd 

Have a question you’d like Brandee to answer? Ask here: http://bit.ly/3ZoqPmz

=========================

FREE TRAINING for Wedding Business Owners

Take the Wedding Pro CEO's free GAP assessment

Support the show

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

299. Why We Switched CRMs – Part 1

299. Why We Switched CRMs – Part 1

Brandee Gaar and Taylor Hedden