Get to Know Dubsado: A CRM Tool

As a Certified Dubsado Specialist, it feels like nails on a chalkboard when I hear clients say they’re only using it for contracts and invoices.

Like, what!?

Dubsado is SOOO much more than contracts and invoices, my friend! When running a small business, there are a lot of moving pieces to keep track of. Dubsado is one of my favorite tools for doing just that! It allows me to communicate with clients and move them through my sales and onboarding processes using automated workflows. This allows me to focus more of my time and energy on helping them reach their goals. Simply put, Dubsado is a CRM (Client Relationship Management) tool you can use for a variety of things in your business.

Dubsado is a CRM tool that you can use for…

• Capturing leads and moving them (automatically) into your sales process
• Scheduling appointments (with automated confirmation and reminder emails)
• Syncing those appointments with your external calendar so you never have to worry about double booking
• Sending your proposals, contracts, and invoices all together in a single document (talk about streamlined!)
• Creating “set it and forget it” workflows to seamlessly welcome clients into your business and onboard them
• Storing all documents and communications in one convenient client portal that your clients can access at any time
• Reminding yourself and your team about internal tasks that need to get done
• Sending your clients automated status updates throughout the project or when you reach milestones
• Requesting and collecting feedback and testimonials from clients
• Encouraging past clients to continue working with you or sign up for additional services you provide
• And more!

Certainly, all of these features in Dubsado are amazing. However, I think the “set it and forget it” workflows are my favorite! Not only does it take away some of the stress of being a solo entrepreneur, but it also makes you look good to both current and future clients.

Finally, Dubsado is extremely customizable so the possibilities are quite extensive! Check out my free training “30 Impactful Ways to Run Your Service-Based Business on Autopilot” for a little inspiration for ways to utilize it.

Want More?

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Not even sure what Dubsado is? Sign up for an amazing free trial to get your feet wet. And bonus, once you decide you’re ready to upgrade to a paid account, you can use my affiliate link and referral code (sarahleighday) to get 30% off your first month or year! Not bad, huh?