Tavé CRM Review for Wedding Photographers

TAVE CRM WEDDING PHOTOGRAPHER REVIEW

My Personal review on Tavé Customer Relationship Management (CRM) Software.

Needing a CRM Stat?

Use MY LINK HERE and receive a 60-day free trial to get you started!

Has this crazy time got you realising you

NEED A CRM?

It may have taken me a good 6 months, in the beginning, to navigate my way around this new system but I can honestly say it was totally worth it.

Back in 2015/16 I began researching, as I’m sure you are doing now, firstly googling what these systems were even called and finding CRM to be the best term.

I read up on numerous different software programs like Studio Ninja, Dubsado, Honeybook, 17hats and more.

Honestly, I don’t think anyone can really say that one is better than another.

Mainly because we are all wired differently, we all work differently and we all need different things.

Similarly, they all get updated at random, so one-minute one CRM might suit then a few years later, another might add all the new features you wished you had and you might consider making the switch.

Tave review stats Australia

 

I opted for Tavé back in March, 2016, as a recommendation from photographer friends and so glad I did.

Luckily for me they spent a couple of hours running me through the back end, which can be super handy if you can find someone in your networks who is willing to do so.

I think I paid them in donating money to Cat Haven which was super cool.

Luckily for us these days a lot of companies offer ‘free white glove migration’ in order to get your business, it just means you need to take time learning a new system, which could take another 6 months if you aren’t a tech wizard or wired that way. Then you might find features in that software missing which you are used to and so it goes.

My suggestion is to find one that is the closest to what you need – write don your 3 non-negotiables that make your business tick along smoothly – then find those in a CRM.

I’d recommend not switching too quickly either as you will have lost all the work you have done setting it up and getting used to the way your CRM works, and chances are your CRM might add that feature you are moving over for shortly after you make the switch.

One feature that I would look out for is the online chat support.

This is crucial, no matter how much of a wizard you are.

Being in Australia I find Tave a touch annoying waiting 24 hours for a response, but hey, could be a lot worse and that is a pretty good turn around!

They also offer lots of blog material and tutorials on their website in the meantime linking to your query in case you can find the answer you are looking for straight away.

Tave

So, what do I love about Tave?

I am a huge advocate for working smarter, not harder and for automation in business.

With Tave, once I set up my full automation sequence, I simply get clients to fill in their details on a contact form on my website – this then gets imported straight into their own file in Tave and I can email them with my first email template. Because they have already entered all their info I don’t need to spend hours manually creating new leads, it’s all done for you!

I love how customisable this platform is, and how it can integrate into my WordPress website to cut down on double handling.

I love it’s accounting and tax reporting capabilities – I use these more as a backup to compare and check with my Xero.

KEY FEATURES INCLUDE

    • Lead Management
    • Project Workflows
    • Different Brands
    • Website Contact Form Integration
    • Email Integration & Templates
    • Contracts with Online Digital Signatures
    • Questionnaires
    • Automation
    • Scheduling – From The Overall Wedding day right down to each part of the day, travel and more

FEATURES I WISH IT HAD

  • Bank feed integration / Integration with Xero
  • A GST section for Australian Users
  • Free option for more than 1 brand in the same login
  • A better Client Portal – Easier for clients and more aesthetically pleasing (but you can customise partly)

Tave review wedding Photographers

Táve’s reporting helps you know exactly how well your business is doing.

Track lead sources, revenue, sales, expenses, and most importantly, growth.

  • Financial Outlook
  • Accounts Receivable
  • Accounts Payable
  • Revenue Progress
  • Monthly Revenue, Year Over Year
  • Profit Centers
  • Sales Tax Liability
  • Profit & Loss
  • Income Report
  • Expense Report
  • Booking Trends
  • Lead Sources
  • Payments
  • Product Sales
  • Closed Reasons

 

Tave photography workflow crm

Sometimes, it’s the small stuff that counts, too.

These features aren’t the core part of what Táve can do for your business but we put just as much love into them.

We didn’t want them to feel left out.

  • Attach Receipts to Expenses
  • Calendar Subscriptions
  • Calendar Feeds
  • Contact Import
  • Custom Expense Categories
  • Custom Fields
  • Customizable Dashboard
  • Client Safe Mode
  • Contact Relationships
  • Contact Tagging
  • Custom CSS
  • Custom Domain Support
  • Email BCC Import
  • Email Signatures
  • Exportable CSVs
  • General Task Lists
  • Google Map and Address Lookup
  • Inclusive/Exclusive Taxes
  • Industry Specific Templates
  • Mail Activity Log
  • Merge Contact
  • Multiple Currency Options
  • Multiple Tax Rates
  • Multiple User Support
  • New Lead API
  • Notes Widget
  • Quote, Invoice, and Order PDFs
  • Recurring Expenses
  • Referral Program
  • Template Gallery
  • Time Zone Support
  • Various Date Formats
  • Various Number Formats
  • Various Time Formats
  • Weather

Tave starts at US $21.99/month

 

GOOD LUCK GUYS!

Needing a CRM Stat?

Use MY LINK HERE and receive a 60-day free trial to get you started!

Love your CRM?

I would love to hear why in the comments below!

I am always on the lookout for ways to improve my workflows too if you have any tips and suggestions to share with everyone… please leave them in the comments!

 

 

 

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