Best CRM for Squarespace
This directory explores CRM and invoicing options for Squarespace users, weighing built-in Squarespace Client Invoicing against popular external tools (Dubsado, HoneyBook) and project-management options (Jira). It also notes a GPT Sheets extension that can automate client data, invoicing templates, and reports in Google Sheets. The discussion centers on balancing client workflow, invoicing, and tool integration within Squarespace sites and Google Workspace.
Ideal Customer Profile
Squarespace users seeking integrated client management and invoicing solutions.
Common Pain Points
- •Need to manage clients, invoicing, and workflows without juggling multiple tools
- •Desire for integration with Google Workspace or Google Sheets
- •Unclear if built-in Squarespace invoicing is sufficient; evaluating full CRM options
- •Preference for tools that integrate with existing Squarespace sites
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Squarespace users seeking native invoicing and basic client management
⚡ Key Features
- invoicing
- basic client management
- native Squarespace integration
Pros
- ✓native to Squarespace
- ✓no external tool needed
Cons
- ✗limited CRM capabilities
"A lightweight, native option that may be limited for users needing full CRM/invoicing functionality."
Perfect For
Service-based businesses needing end-to-end CRM and invoicing
⚡ Key Features
- CRM
- invoicing
- workflow automation
- contracts
Pros
- ✓robust feature set
Cons
- ✗learning curve
- ✗cost
"Popular for those needing a complete CRM/invoicing suite beyond built-in options."
Perfect For
Creative businesses and studios
⚡ Key Features
- CRM
- invoicing
- templates
- contracts
- project management
"Common alternative to built-in Squarespace tools for creatives."
Perfect For
Teams needing project tracking; not a traditional CRM
⚡ Key Features
- project tracking
- workflows
- issue tracking
"Used for project tracking; not a traditional CRM or invoicing solution."
Perfect For
Users who work in Google Workspace and want to streamline client data and invoicing templates
⚡ Key Features
- automation
- invoicing templates
- reports in Google Sheets
- Google Workspace integration
Pros
- ✓integrates with Google Workspace
- ✓centralizes client data in Sheets
Cons
- ✗Not a full CRM or invoicing tool
- ✗requires Sheets familiarity
"Not a full CRM or invoicing tool in the traditional sense (like Dubsado or HoneyBook)."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Evaluate whether Squarespace's built-in invoicing meets your needs or if a full CRM like Dubsado/HoneyBook is required.
- 2
Consider how tool integrations (Google Workspace, Google Sheets) affect your workflow.
- 3
Assess learning curve, pricing, and scalability when selecting a CRM for Squarespace.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
Continue Your CRM Research
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