Dubsado is a CRM system for small business creatives. It allows businesses to manage projects, file contracts, collect invoices, and schedule appointments. Here are three reasons why I love Dubsado and how I use it daily in my business.
At any given time, I could be managing 10 – 30 projects/clients. When working with clients over a few weeks or even a few months time, it is so important to stay organized! When I book a client, a project folder is created. Inside that folder are tabs that will allow me to navigate to invoices, emails, forms, and more. Every interaction I hold with that client is stored in their folder. Simply put, instead of having to figure out an organization system for each client, Dubsado does it for you!
I cannot imagine what it would be like printing a contract pdf, signing, scanning, uploading, then sending. Actually I can imagine because those are the days of old. Dubsado makes the digital process amazing. I now send beautiful contracts, invoices, forms, and more digitally. If I did need to print anything, I can simply locate the form in the clients project and download it as a pdf and print. The digital process with invoices is made even easier as these will auto sync to your Quickbooks or Zero account.
Schedule with Ease
My calendar gets full fast. I use Dubsado (linked to my gmail) to ensure I keep my calendar clean. Any project created in Dubsado will show on your homepage calendar but also sync to your gmail or phone calendars. In addition to this, I use the scheduler feature to book mini sessions or client calls. Simply put, it keeps my schedule organized when I am juggling sevearl tasks at once.
Having Dubsado as my CRM has helped me stay organized, save time, and schedule clients with ease. It is a critical part of my business! The biggest perk of Dubsado if you are just starting out – the free trial has NO TIME LIMIT. Yep, you heard me, not specific time limit. It is based on 3 trial clients, not the amount of time you spend on the platform. New members have all the time in the world to work within the platform, create documents, and test till their heart’s content. Which is why I fell in love in the first place.
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