I’ll elaborate on those things more in a minute. They handle the “paperwork” end of your business/client relationships, and though each tool will vary in what they include, it’s typically things like: Of those 3, I’ve personally tried & used Bonsai, then switched to Dubsado because at the time Bonsai didn’t have nearly as many features as it does today. These are apps like (the big three) Dubsado, Honeybook, and Bonsai. Sometimes also referred to as CM (Client Management) tools. people who provide a service to their client). While there are definitely ways for product-based businesses to use these tools, they tend to be most popular among service-based businesses (designers, photographers, web designers, coaches, copywriters, etc. These tools can be either a web app (something you access through web browsers only, no app download) or a downloadable app/software. Maybe you bought something like Dubsado or Honeybook and now you’re confused because you don’t understand why people are also using a PM/Project Management tool –and how do they integrate? Why do you need both? As a business newb (or even a business pro), you’ve probably heard other entrepreneurs tossing around phrases like “client management” or acronyms like “CRM” or “PM” and you might not have any idea what they mean.
