4: HoneyBook vs Dubsado: Why Wedding Planners Have Strong Opinions About CRMs

If you’ve spent any time in wedding industry Facebook groups, Threads, or Reddit lately, you’ve probably seen the same debate over and over again: HoneyBook vs Dubsado.In this episode, Kelly McCracken breaks down the real differences between these two popular CRMs and why planners often have frustrations when working inside HoneyBook. This conversation is not about declaring one platform “better” than the other. Instead, it’s about understanding how each software functions, how they impact the client experience, and why growing businesses often start looking for more flexibility and automation.Kelly shares her perspective as a Certified Dubsado Specialist working closely with wedding vendors, photographers, planners, and creative business owners who rely heavily on streamlined communication and strong workflows.You’ll hear:The core differences between HoneyBook and DubsadoWhy HoneyBook feels easier for beginnersWhat starts to break down as businesses scaleThe importance of automation and workflow flexibilityWhy planners struggle with vendor communication inside certain CRMsHow sharing contracts, invoices, and links impacts the client experienceThe limitations around email communication and collaboration workflowsWhy branding and customization matter as businesses growThis episode also sets the stage for Kelly’s conversation with Casey Murphy of Coastline Weddings, where they dive deeper into the planner perspective and what vendors can do to create a smoother experience for both couples and creative teams.If you’ve ever wondered whether your CRM is helping or hurting your workflow, this episode will give you a better understanding of what these platforms actually do behind the scenes — and why your systems matter more than ever as your business grows.Key TakeawaysBoth HoneyBook and Dubsado are CRMs designed to manage contracts, invoices, scheduling, and client communication.HoneyBook is often easier to set up initially, making it appealing for newer business owners.Dubsado offers more advanced automation, customization, and workflow capabilities for scaling businesses.Wedding planners often need easier ways to share links, contracts, and communication with vendors and couples.Client experience and internal workflows become increasingly important as businesses grow.Connect with Casey from Coastline WeddingsWebsite: https://coastlineweddings.com/Instagram: https://www.instagram.com/coastlineweddingsConnect with KellyWebsite: kellymccracken.coInstagram: @kellymccracken.co