Why I Chose Dubsado as My CRM

The more I use Dubsado, the more I fall in love with it! The functions and features that are included are amazing and make running my solo business more manageable. I could gush about this platform all day, but I’ll narrow it down to my top 5 reasons, in no particular order:

1. Embedded Elements – I love that I can easily embed my availability calendar and contact form directly on my website for a seamless integration and experience for my clients.
2. Workflows – Truly the heart and soul of Dubsado’s power, automated workflows make the sales, follow up, and onboarding processes so easy to manage! I can “set it and forget” until the workflow tells me it’s time to take the next action, which is usually just making a few minor tweaks to personalize the process for each individual client.
3. Form Builder – There are so many useful options available for building custom questionnaires, proposals, and contracts, each one can truly be unique. I often receive compliments on the proposals I’m able to put together for potential clients.
4. Smart Fields – Using SmartFields to dynamically populate forms is a huge time-saver! These can be added to anything from questionnaires to contracts to emails to pre-fill important information.
5. Customer Support – Dubsado’s customer support team is AMAZING! They are readily available, extremely friendly, and always quick to answer questions and resolve issues.

In addition to these awesome features, the development team at Dubsado is CONSTANTLY updating the platform with new and better features, adding more and more value to an already incredible program that has replaced my need for a third-party scheduling tool and document signing program.

If you’re interested in signing up for your own account, you can get a 20% discount off the price of your first month or year through my affiliate link! The best part about Dubsado’s pricing is that whatever rate you sign up with is the rate you’ll pay FOR LIFE and they are constantly increasing the value of their product so the sooner you purchase, the better!