I get it; running a business isn’t easy. And it can be overwhelming trying to stay on top of all the things you need to do. But why should we make it harder on ourselves by using a different tool or platform for every element of our business? Well, we shouldn’t.
As a creative, service-based entrepreneur, we crave the freedom and flexibility that comes with being our own boss. I don’t know about you, but I don’t want to spend any more time than absolutely necessary doing administrative tasks when I can be using my precious time designing websites and brands for my clients. I mean, that is why I started my business in the first place.
That’s exactly why I invested in Dubsado and haven’t looked back since. Since this investment, I have drastically reduced the amount of time I spend on admin tasks and now have more time to spend being creative. And I want to tell you exactly why service-based entrepreneurs love Dubsado as much as I do.
What is Dubsado?
Dubsado is a customer relationship management (CRM) tool that allows users to send contracts, invoices, proposals, and questionnaires to clients. It also allows you to add automated workflows, calendar scheduling, and they are continually adding new features, too.
So why do service-based entrepreneurs love Dubsado so much? Well, here are a few reasons.
Everything is in one place
The fact that you can send and keep contracts, proposals, forms, invoices, (and so much more) in one place is fantastic. Using multiple tools for all of these business elements gets way too complicated and time-consuming. And who needs complication when they are trying to run a successful business, right?
That’s why Dubsado customers appreciate the simplicity of this CRM tool. Entrepreneurs can run their entire businesses in one place. Depending on your services, you can automate the entire process, which can literally save you hours of manual admin work. Um, yes, please.
When you send a client a contract through Dubsado, they fill it out and become automatically entered into your database on the platform. Once they are in your database, you can send them all the other documents and forms required to start the client onboarding process.
This is perfect for service-based businesses with set packages that don’t change much. That means you hardly have to do any manual work that comes with client onboarding. Sounds like a dream, right?
Aesthetics
Dubsado was designed by creatives for creatives, which means it keeps your aesthetics and branding in mind. This is incredibly useful if you rely on visual elements for your brand and business as I do.
Dubsado lets you customize the look and feel of all of your documents – which is definitely not the case for most CRM tools out there. Dubsado’s software auto-fills your logo and colors on all your client-facing documents, which creates a cohesive (and visually appealing) client experience from the beginning to the end of your client’s journey.
Plus, if you know how to code, the design possibilities on Dubsado are limitless for you.
Transferring CRMs Is Easy
Transferring your information from one platform to another can usually be a nightmare, but moving to Dubsado is easy like Sunday morning. The Dubsado team is literally so ecstatic that you are making the switch to their platform; they’ll transfer all of your previous CRM records with no questions asked.
This makes the transfer process smooth, easy, and I’m all for it.
Other Features
Customer Service
Dubsado is known for their customer service. With comprehensive FAQs, live chats, and quick email responses, you can always get impeccable customer support. Plus, they have a pretty awesome community Facebook page with users collaborating, sharing tips, and providing free resources to each other.
Affordability
Dubsado is one of the most affordable CRM tools out there. At only $35 per month, Dubsado packs a lot of punch, making the cost even more worth it.
Integration
It integrates easily with Google Calendars, Zapier, PayPal, Stripe, Square, Quickbooks, Trello, and so many more services that you need to use to run your business.
Getting Started
Once you get started with Dubsado, I promise you will be hooked (just like I was). I’ve been using this tool for over three years in my business, and I’ve never had a complaint. From their fantastic customer service to their branding capabilities, Dubsado has given me everything I could possibly need to run the client-facing side of my business with zero problems.
To get started with Dubsado, sign up for a free trial account. You have an unlimited time period to try it out, but you can only use the free version for up to three clients. This gives you plenty of opportunities to see if this tool is right for you.
Or, if this post has convinced you to sign up for Dubsado, click here to get started.
