Ep. 29 | Thinking About Ditching Your CRM for Airtable or Notion? Don’t Hit Cancel Yet

If you’ve been frustrated with rising CRM costs, overwhelmed by complicated platforms, or tempted to replace your CRM with Airtable or Notion, this episode is for you.

I’m walking through all the thoughts running through your mind right now — the overwhelm, the fear of starting over, and the struggle of trying to DIY your systems. As a client experience systems strategist and HoneyBook educator, I’ll help you understand why a CRM is still one of the most important tools for service providers in 2025 and 2026, what it should actually do for your business, and how to decide if switching tools is the right move.

RATHER WATCH THE VIDEO? HERE YOU GO!

What We Cover in This Episode

• Why rising CRM costs aren’t the only reason to cancel
• How much time and effort it takes to switch tools
• What a CRM should be doing for your business in 2025
• Why “duct-taping” multiple tools creates stress and errors
• When Airtable or Notion works — and when it doesn’t
• How to simplify your systems without losing functionality

What You’ll Walk Away With

• Clarity on whether a CRM is essential for your business today
• Confidence to make a smart choice about keeping, switching, or restructuring your system
• An understanding of the true value a CRM can bring to your clients and business
• Tips for streamlining your tech stack without sacrificing service

Resources Mentioned

• HoneyBook Beginner Tutorial (YouTube) to see a CRM in action
• Episode 28: How to Run a Quarterly Systems Audit
• Save 30% on Your HoneyBook Subscription

Need support on making this happen?
Head over to YourSystemsPro.com to book a sales call, and let’s talk through your unique business needs. Together, we’ll uncover where your systems need support and map out your next best steps to streamline, simplify, and scale with ease. 

🎙️ABOUT THE HOST

Hi, I'm Kenniqua Lewter, Client Experience Systems Strategist, HoneyBook Educator, and the host of the Systems Rehab Podcast. I help service providers create client experience systems that save time, strengthen client relationships, and build a business that runs with ease. 

➡️WAYS WE CAN WORK TOGETHER

🌿 5-Star Client Experience CRM Build
A done-for-you HoneyBook CRM that organizes your clients, automates processes, and creates a seamless experience. Perfect for service providers ready to streamline operations. LEARN MORE🌿

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Let's keep the conversation going. Send me a DM on Instagram or Threads @kenniqua.lewter

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