Why You Need A CRM System Now

Feeling disorganized in your business? A CRM (Customer Relationship Management) system can be the game-changer you need to bring structure, clarity, and professionalism to your workflow. Whether you're juggling multiple clients, trying to keep track of conversations, or managing scattered documents, a CRM helps you centralize everything in one place. It makes it easier to track leads, follow up efficiently, streamline communication, and even get paid faster. With the right CRM, you’re not just staying organized — you’re setting your business up to scale, serve better, and operate like a pro.

In today’s episode, Rhea breaks down what a CRM is, how it can help you stay organized when managing multiple clients, and why now is the best time to integrate one into your workflow. From tracking client documents to streamlining communication and payments, your CRM can become the hub of your business backend.

What You Will Learn:

• [00:01] Intro and what's in for you in today's show
• [01:26] What a CRM is and how it helps when working with multiple clients
• [02:35] The CRM system Rhea uses and why it works  
• [03:21] The benefits of using a CRM to stay organized in your business
• [07:31] How to use HoneyBook and other CRM systems 
• [09:09] Key takeaways from today’s conversation
• [10:11] Wrap up and end of the show 

Standout Quotes:

• “CRM is the hub for all things, it makes our job so much easier and helps us keep our business organized.” - Rhea [04:46]
• “You want to stay ready so that you don't have to get ready.”- Rhea [09:33]
• “Get organized,  get your CRM, and let that be the hub for where you're keeping track of clients, documents, and conversations, make it easy for people to pay you, and uplevel your backend.”- Rhea [09:33]

Stay Connected 

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