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The Best CRM for Beginners: Dubsado, HoneyBook, Rock Paper Coin, 17 Hats, or Bonsai?
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Trying to figure out which CRM (Client Relationship Manager) is best for your business? In this video, I’m breaking down the top 5 client management platforms for beginners: Dubsado, HoneyBook, Rock Paper Coin, 17 Hats, and Bonsai!
Choosing a CRM comes down to a balance between ease of setup and long-term feature robustness. Whether you need a simple tool you can launch in under 24 hours or a fully customizable platform that grows with you, this comparison will help you pick the perfect fit.
✨ What We Cover in This Video:
⚡ Easiest Startup Option (Rock Paper Coin): Get up and running in under 24 hours with white-glove setup service for contracts, invoices, and payments
🏆 Best for Long-Term Growth (Dubsado): Why it’s my personal top recommendation for forms, questionnaires, calendars, and complete brand control
📊 Feature-Rich & Financials (HoneyBook): Robust financial reporting, tax help, QuickBooks integration, and deep customization
🎩 Balanced & User-Friendly (17 Hats): A streamlined, simple alternative with essential management tools
💼 Best for Bookkeeping & Rates (Bonsai): Advanced financial tools, income/expense tracking, rate cards, and purchase orders
💡 Beginner Advice: Why basic questionnaires and client management save you time, energy, and costly mistakes
🔗 Links Mentioned:
• Get 1 Year FREE of Rock Paper Coin → https://app.rockpapercoin.com/SignUp?ref=laneyruddell&promoCode=LANEY
• Get 30% Off Your First Year of Dubsado → https://www.dubsado.com/?c=designbylaney
• Get 30% Off Your First Year of HoneyBook → http://share.honeybook.com/laney
• Try 17 Hats → https://www.17hats.com/card/wspvtdpzpz
• Bonsai Discount → https://www.hellobonsai.com/?fp_ref=laney
• Dubsado Setup Course → https://designbylaney.com/how-to-use-dubsado
• HoneyBook Setup Course → https://designbylaney.com/how-to-use-honeybook
• Full CRM Comparison 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
Choosing a CRM comes down to a balance between ease of setup and long-term feature robustness. Whether you need a simple tool you can launch in under 24 hours or a fully customizable platform that grows with you, this comparison will help you pick the perfect fit.
✨ What We Cover in This Video:
⚡ Easiest Startup Option (Rock Paper Coin): Get up and running in under 24 hours with white-glove setup service for contracts, invoices, and payments
🏆 Best for Long-Term Growth (Dubsado): Why it’s my personal top recommendation for forms, questionnaires, calendars, and complete brand control
📊 Feature-Rich & Financials (HoneyBook): Robust financial reporting, tax help, QuickBooks integration, and deep customization
🎩 Balanced & User-Friendly (17 Hats): A streamlined, simple alternative with essential management tools
💼 Best for Bookkeeping & Rates (Bonsai): Advanced financial tools, income/expense tracking, rate cards, and purchase orders
💡 Beginner Advice: Why basic questionnaires and client management save you time, energy, and costly mistakes
🔗 Links Mentioned:
• Get 1 Year FREE of Rock Paper Coin → https://app.rockpapercoin.com/SignUp?ref=laneyruddell&promoCode=LANEY
• Get 30% Off Your First Year of Dubsado → https://www.dubsado.com/?c=designbylaney
• Get 30% Off Your First Year of HoneyBook → http://share.honeybook.com/laney
• Try 17 Hats → https://www.17hats.com/card/wspvtdpzpz
• Bonsai Discount → https://www.hellobonsai.com/?fp_ref=laney
• Dubsado Setup Course → https://designbylaney.com/how-to-use-dubsado
• HoneyBook Setup Course → https://designbylaney.com/how-to-use-honeybook
• Full CRM Comparison 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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