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Can You Run a Business Without a CRM? (What It REALLY Costs You)
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Can you run a creative business without a CRM or client management system? The short answer is yes—but is it actually worth it?
In this video, I’m breaking down what it looks like to manage an invitation business for free using Google Sheets, Google Forms, and email PDFs versus using a dedicated CRM like Dubsado or Rock Paper Coin. We’ll look at the costly mistakes, lost invoices, and extra time that free methods can cause, so you can decide if investing in a CRM is right for your business!
What We Cover:
✨ Free Alternatives vs. CRMs: How embedded website forms, Google Sheets, and Google Forms stack up against automated CRM features.
✨ Costly Manual Mistakes: How manual invoicing in Google Sheets can cost you hundreds of dollars in uncollected payments or tracking errors.
✨ Contracts & Legal Protection: Why emailing PDF contracts can lead to lost files and how integrated CRM e-signatures keep you legally protected.
✨ All-in-One Client Experience: Combining proposals, contracts, and payment plans into a single seamless process for your clients.
✨ Time Savings & ROI: Why saving just one hour a month easily pays for a $40–$60/month CRM subscription.
🔗 Links mentioned"
• Free CRM Comparison Chart → https://designbylaney.com/crm-comparison-chart-for-designers
• Rock Paper Coin (1 Year Free) → https://app.rockpapercoin.com/SignUp?ref=laneyruddell&promoCode=LANEY
• Bonsai → https://www.hellobonsai.com/?fp_ref=laney
• Dubsado (30% Off Your First Year/Month) → https://www.dubsado.com/?c=designbylaney
• HoneyBook (30% Off Your First Year/Month) → http://share.honeybook.com/laney
• Vowproof for Stationers ($100 Off 12 Months) → https://vowproof.com/?via=laney
• CRM Video Playlist: https://www.youtube.com/playlist?list=PLhXDd9EOenMVBG3SgEAN-uguTnr7R1AKv
~
Links contained in the video and/or description may be affiliate links which earn us a small commission at no cost to you! We appreciate your use of our links so we can continue making free content for you!
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Hi, hey, hello! Welcome to the Design by Laney channel! I am a wedding invitation designer & stationery business educator! On this channel, you'll find videos featuring design tutorials, systems reviews, and the most requested tips and tricks for running a creative business - yes, including my favorite printers!
New to Invitation Design?
💌 Check out our *From Start to Suite* course!
https://designbylaney.com/from-start-to-suite
🤓 Sign up for our FREE Adobe Illustrator course series:
https://designbylaney.com/free-illustrator-course
👩🏻🏫 Want to learn even more about running a stationery business? Join us in Stationery School!
https://designbylaney.com/stationery-school
💛 Follow Along:
www.instagram.com/designbylaney
www.designbylaney.com
www.facebook.com/designbylaney
www.pinterest.com/bylaney
🖨️ My Favorite Print Shop www.printswell.com/a/laney
📋 Try Dubsado https://www.dubsado.com/?c=designbylaney
📋 Try Honeybook http://share.honeybook.com/laney
In this video, I’m breaking down what it looks like to manage an invitation business for free using Google Sheets, Google Forms, and email PDFs versus using a dedicated CRM like Dubsado or Rock Paper Coin. We’ll look at the costly mistakes, lost invoices, and extra time that free methods can cause, so you can decide if investing in a CRM is right for your business!
What We Cover:
✨ Free Alternatives vs. CRMs: How embedded website forms, Google Sheets, and Google Forms stack up against automated CRM features.
✨ Costly Manual Mistakes: How manual invoicing in Google Sheets can cost you hundreds of dollars in uncollected payments or tracking errors.
✨ Contracts & Legal Protection: Why emailing PDF contracts can lead to lost files and how integrated CRM e-signatures keep you legally protected.
✨ All-in-One Client Experience: Combining proposals, contracts, and payment plans into a single seamless process for your clients.
✨ Time Savings & ROI: Why saving just one hour a month easily pays for a $40–$60/month CRM subscription.
🔗 Links mentioned"
• Free CRM Comparison Chart → https://designbylaney.com/crm-comparison-chart-for-designers
• Rock Paper Coin (1 Year Free) → https://app.rockpapercoin.com/SignUp?ref=laneyruddell&promoCode=LANEY
• Bonsai → https://www.hellobonsai.com/?fp_ref=laney
• Dubsado (30% Off Your First Year/Month) → https://www.dubsado.com/?c=designbylaney
• HoneyBook (30% Off Your First Year/Month) → http://share.honeybook.com/laney
• Vowproof for Stationers ($100 Off 12 Months) → https://vowproof.com/?via=laney
• CRM Video Playlist: https://www.youtube.com/playlist?list=PLhXDd9EOenMVBG3SgEAN-uguTnr7R1AKv
~
Links contained in the video and/or description may be affiliate links which earn us a small commission at no cost to you! We appreciate your use of our links so we can continue making free content for you!
----------
Hi, hey, hello! Welcome to the Design by Laney channel! I am a wedding invitation designer & stationery business educator! On this channel, you'll find videos featuring design tutorials, systems reviews, and the most requested tips and tricks for running a creative business - yes, including my favorite printers!
New to Invitation Design?
💌 Check out our *From Start to Suite* course!
https://designbylaney.com/from-start-to-suite
🤓 Sign up for our FREE Adobe Illustrator course series:
https://designbylaney.com/free-illustrator-course
👩🏻🏫 Want to learn even more about running a stationery business? Join us in Stationery School!
https://designbylaney.com/stationery-school
💛 Follow Along:
www.instagram.com/designbylaney
www.designbylaney.com
www.facebook.com/designbylaney
www.pinterest.com/bylaney
🖨️ My Favorite Print Shop www.printswell.com/a/laney
📋 Try Dubsado https://www.dubsado.com/?c=designbylaney
📋 Try Honeybook http://share.honeybook.com/laney
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