A matchmaking CRM should manage both sides of every introduction: rich client profiles, search across your database, a match pipeline, date feedback, client messaging, signed agreements and reports. A general sales CRM tracks one buyer per deal and has none of these built in. Below are the features to look for in eight groups, where each one sits in HoneyBee Match, and a scorecard for comparing any matchmaking CRM.
Is There a CRM Built for Matchmaking Agencies?
Yes. HoneyBee Match, SmartMatchApp, Una, LeConnex and LEVEL are CRMs built for professional matchmakers. HoneyBee Match is built only for matchmaking firms, from a solo matchmaker to an agency with five or more, and is priced per firm instead of per matchmaker. General CRMs such as HubSpot or Zoho can be set up for matchmaking, but you build the profile fields, matching and date tracking yourself. See the best matchmaking software compared.
1. Client Profiles and Intake
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| Branded intake form | New members fill in their own profile | Your intake form, in your brand, creates the profile when it's submitted |
| Lifestyle and preference fields | Matching needs more than contact details | Profile fields for values, family plans, habits and what they want in a partner |
| Photos and documents | Clients are matched on photos, and agreements must be kept | Photos with the date each was added, and documents saved on the profile |
| Private matchmaker notes | Your impressions stay with your team | Notes and note templates on every profile |
| Screening records | Calls hold details forms miss | Audio Screening records calls and writes notes and a summary |
- Branded intake form
- Why it matters
- New members fill in their own profile
- In HoneyBee Match
- Your intake form, in your brand, creates the profile when it's submitted
- Lifestyle and preference fields
- Why it matters
- Matching needs more than contact details
- In HoneyBee Match
- Profile fields for values, family plans, habits and what they want in a partner
- Photos and documents
- Why it matters
- Clients are matched on photos, and agreements must be kept
- In HoneyBee Match
- Photos with the date each was added, and documents saved on the profile
- Private matchmaker notes
- Why it matters
- Your impressions stay with your team
- In HoneyBee Match
- Notes and note templates on every profile
- Screening records
- Why it matters
- Calls hold details forms miss
- In HoneyBee Match
- Audio Screening records calls and writes notes and a summary
2. Search and Match Discovery
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| Filters on many fields at once | Memory fails past a few hundred profiles | Search by demographics, location and compatibility |
| Location search | Most clients want someone nearby | Search profiles on a map |
| Suggested matches | Saves the first pass through the database | Suggested matches on each client |
| Search beyond your own database | Your best match may be at another firm | Hive Search and the Pollinator Marketplace |
- Filters on many fields at once
- Why it matters
- Memory fails past a few hundred profiles
- In HoneyBee Match
- Search by demographics, location and compatibility
- Location search
- Why it matters
- Most clients want someone nearby
- In HoneyBee Match
- Search profiles on a map
- Suggested matches
- Why it matters
- Saves the first pass through the database
- In HoneyBee Match
- Suggested matches on each client
- Search beyond your own database
- Why it matters
- Your best match may be at another firm
- In HoneyBee Match
- Hive Search and the Pollinator Marketplace
3. The Match Pipeline
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| Stages for each match | You see where every introduction stands | The Match List, with your own Match Statuses and a Board view |
| Proposals with outcomes | Declines teach you what to change | Match proposals record the outcome and the reasons given |
| Follow-up reminders | Paying clients notice when you go quiet | Needs Follow Up, and last contact logged on each match card |
- Stages for each match
- Why it matters
- You see where every introduction stands
- In HoneyBee Match
- The Match List, with your own Match Statuses and a Board view
- Proposals with outcomes
- Why it matters
- Declines teach you what to change
- In HoneyBee Match
- Match proposals record the outcome and the reasons given
- Follow-up reminders
- Why it matters
- Paying clients notice when you go quiet
- In HoneyBee Match
- Needs Follow Up, and last contact logged on each match card
4. Dates and Feedback
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| Date planning | Scheduling by text takes hours a week | Set the time and place; HoneyBee sends reminders to both clients |
| Post-date feedback | Feedback is how matches get better | Feedback collected from both clients after the date |
- Date planning
- Why it matters
- Scheduling by text takes hours a week
- In HoneyBee Match
- Set the time and place; HoneyBee sends reminders to both clients
- Post-date feedback
- Why it matters
- Feedback is how matches get better
- In HoneyBee Match
- Feedback collected from both clients after the date
Try HoneyBee Match free for 30 days.Every plan, with free onboarding and a secure transfer of your data.
Start Your Free Trial →5. Client Communication and Portal
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| Email and SMS on the client record | Anyone on your team can pick up a conversation | Two-way SMS and branded email from your own domain |
| Profiles you can send | Clients judge a match on how it's presented | Send a profile by email, SMS, PDF or link |
| Client portal | Clients keep their own profile up to date | The client portal, customizable on the Agency plan |
- Email and SMS on the client record
- Why it matters
- Anyone on your team can pick up a conversation
- In HoneyBee Match
- Two-way SMS and branded email from your own domain
- Profiles you can send
- Why it matters
- Clients judge a match on how it's presented
- In HoneyBee Match
- Send a profile by email, SMS, PDF or link
- Client portal
- Why it matters
- Clients keep their own profile up to date
- In HoneyBee Match
- The client portal, customizable on the Agency plan
6. Privacy and Team Roles
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| Roles | Not everyone should see or change everything | Owner, Admin and Staff roles |
| Who can see your database | Your clients are your business | Only your firm sees your database, unless you share on Pollinator |
| Team activity | Owners need to see what was done | Team activity log on the Agency plan |
- Roles
- Why it matters
- Not everyone should see or change everything
- In HoneyBee Match
- Owner, Admin and Staff roles
- Who can see your database
- Why it matters
- Your clients are your business
- In HoneyBee Match
- Only your firm sees your database, unless you share on Pollinator
- Team activity
- Why it matters
- Owners need to see what was done
- In HoneyBee Match
- Team activity log on the Agency plan
7. Agreements and Contract Tracking
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| E-signature | Clients sign without printing anything | Agreements built from a clause library, signed online, PDF saved to the profile |
| Contract dates and terms | You need to know when a membership ends | Find Contract Details reads the start and end dates, quantity and value from the signed agreement |
| Billing | Payment status belongs next to the client | Client billing on the Agency plan |
- E-signature
- Why it matters
- Clients sign without printing anything
- In HoneyBee Match
- Agreements built from a clause library, signed online, PDF saved to the profile
- Contract dates and terms
- Why it matters
- You need to know when a membership ends
- In HoneyBee Match
- Find Contract Details reads the start and end dates, quantity and value from the signed agreement
- Billing
- Why it matters
- Payment status belongs next to the client
- In HoneyBee Match
- Client billing on the Agency plan
8. Reports
| Feature | Why it matters | In HoneyBee Match |
|---|---|---|
| Database growth | Shows whether marketing is working | Reports update as new members join |
| Pipeline by stage | Shows where matches stall | Custom Reports by Match Status |
| Revenue | Shows what the firm earns | Finance reports for the owner, on Growth and up |
- Database growth
- Why it matters
- Shows whether marketing is working
- In HoneyBee Match
- Reports update as new members join
- Pipeline by stage
- Why it matters
- Shows where matches stall
- In HoneyBee Match
- Custom Reports by Match Status
- Revenue
- Why it matters
- Shows what the firm earns
- In HoneyBee Match
- Finance reports for the owner, on Growth and up
How to Compare CRM Software for Matchmaking Agencies
Score each CRM out of 5 on these seven questions, in this order of weight:
- Is it built for matchmaking? Profiles, matching and date tracking should come built in.
- What does your whole team cost? Check whether the price is per firm or per matchmaker.
- Can you try it with your own data? Look for a free trial and help importing your database.
- Is your brand on everything clients see? The intake form, emails, profiles and portal.
- Who can see your database? Some networks make your members searchable by every firm in them.
- Can you find matches outside your database? A network you choose to share with, on your terms.
- Will it run your process? Your own intake questions, match stages and agreements.
Frequently Asked Questions
What is a matchmaking CRM?
Software that keeps client profiles, finds and tracks matches, and plans dates for a matchmaking business.
Can I use HubSpot or Salesforce for matchmaking?
You can, but you build the profile fields, matching and date tracking yourself, and pay per user.
What is the most important feature?
Search across your database, because matching is the work clients pay for.
How much does a matchmaking CRM cost?
HoneyBee Match starts at US$49$39$35$29 a month for one matchmaker, with a 30-day free trial.
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