Ok, so it hasn't even been a full 24 hours since I started playing with this CRM, but I'm already in love with it.
On Saturday, we botched an event and I know it's because I wasn't managing it. On Sunday morning, I wallowed and cried. By Sunday evening, I knew that I had to get back to managing our events full time. I know myself though and I need processes and systems in order to be successful, especially with all of the other things that I have going on with just running the space.
For about a year now we've been using Gather to manage our events. It's ok at best. To be fair, it's not the software's fault. If we were a restaurant and all we had to do was create BEOs for in house events, it would be great and I'd easily recommend it to a restaurant.
However, we're not a restaurant and our events are varied and can be quite complicated. There are so many moving parts - furniture rentals, catering, bar packages, uhaul rentals, etc. But, while there are many moving parts, there is also a great deal of repetition that could be automated and that's what I was looking for. Automation.
Yesterday, I tried about 5 different types of software to try and figure out a more effective way to manage events. Seriously...5. I tried 17 Hats, Taskworld (I really liked this, but it was only part of what I needed), Tave, Planning Pod, HoneyBook (clearly created for weddings) and Event Temple (well, actually I didn't try this one because they never got back to me).
None of them did what I needed them to do. I'm sure they work fine for other things, but no matter how hard I tried, I couldn't tweak it to do what I needed without needing at least two other programs to supplement.
By the time I got to Dubsado, I was skeptical. My eyes were blurry from staring at the screen for about six hours and moving bits of pieces around like I was playing Tetris. But...I figured I had nothing to lose.
As soon as I logged into Dubsado and could see the backend of it, I knew I'd found the winner. It was clean, perfectly laid out, and had easy to use templates. I poked around for a little more and saw EVERYTHING I was looking for. Automated workflow? Check. Integrated to do list? Check. Easily customizable? Check. Clean, pretty design? Check. Contracts? Check.
It's clearly built for creative entrepreneurs, but it easily does what I need it to for event management. (And, it helps me look at events like a creative again which thrills me).
Sigh, I'm so relieved.