5 Reasons Why Dubsado Worked for Me

Running a business is hard. Especially when you are trying to serve your clients while also trying to do normal life things. In my case, I’m a mom of two kids 3 and under, a full time teacher, and a wedding / portrait photographer. It can be crazy trying to juggle everything. Finding the right CRM (customer relations management) system was essential. Here are 5 reasons Dubsado worked best for me.

 

1. Automated Workflows

This was essential to me. A program that would send emails, forms, invoices automatically. Once you set up a client workflow, build the emails, create the forms, these workflows work for you. Never again do you have to remember if you sent an email or not, remind a client to complete an invoice, or set reminder to do a task. Workflows can do it all for you.

 

2. Customizable & Reusable forms

This is amazing. Create a form such as a client questionnaire, a family session contract, or client style guide and you can re-use that same form over and over!! Once created, you’ll never have to do that work ever again. The form will be applied to the client project (makes a copy) and will even fill in that specific job’s details. It saves crazy amounts of time!

 

3. Accepting Payments

Dubsado accepts bank payments, paypal, stripe, or square. Outside of those services processing fees, Dubsado does not take any fees on top of that. Or if you need to accept cash / check from a client, you can input their payment as these options. There is no holdup in the payment process and it allows clients to submit payment quickly and efficiently. Perfect for a busy business owner!

 

4. Branding

Dubsado’s platform with all of my branding. I want clients to see my brand, not another services name. Dubsado allows you to customize signatures, logos, and client portals all with your own branding and logos. Aesthetics and professionalism are a huge part of my business so allowing for my company’s branding to be center stage is essential.

 

5. Unlimited Trial Period

The final and most important reason Dubsado worked for me, an unlimited trial period. So how this works, they allow you to do a trial with 3 clients or projects. Since their trial period is client based, not time based, you can spend a crazy amount of time working within the platform to ensure its the best option for you.

When I say this is the most important to me, I mean it. I teach full time, have two little girls, and run a full time photography business. I need time to really understand a platform and navigate the inner workings. When trial periods are limited by time, there is a certain level of pressure that comes along with it. And if you are like me, that time tends to run out really quick for most things. When a company values your time and really wants you to know and understand their product – that speaks volumes about their service.

 

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