Why I Love Using Dubsado as a Service-Based Business

If you’re in the service industry, then you know how crucial it is to have a great system to manage your clients and projects efficiently. Client inquiries pile up and you end up spending so much time manually sending out emails, contracts and invoices. Enter Dubsado, the secret weapon that I absolutely have loved using these past 5 years in business. It’s my all-time favorite business tool for my website design business.

Having integrated Dubsado into my daily operations has saved me countless hours every week. Not only has it automated and streamlined my workflow, but my clients are also consistently amazed at my entire design process. Let’s dive deep into why it’s the best CRM platform for service-based businesses!

Note: Some links are affiliate links. I may receive a commission for sharing my favorite tools with you, but they won’t cost you anything more. I’ll sometimes even share a discount for you. ◡̈

Top Reasons Why You Need Dubsado

1. Automated Workflows

Forget about those repetitive tasks that eat up your day. Dubsado allows you to create custom workflows that automate everything in your business, so you can focus on what truly matters. With these automated systems in place, you can sit back and relax. From sending out emails to automatically creating contracts, invoices, and more – it does ALL the heavy lifting for you.

2. Streamlined Client Management

Remember the tedious process of sending multiple documents across different platforms? When it comes to keeping client information and communications in check, Dubsado is a central dashboard that allows you to do everything in one place including proposals, contracts, questionnaires, appointment scheduling, invoices, and more! You can provide each client their unique client portal, housing all communications and documents in one accessible place for them.

No need to pay additional fees anymore to accept digital signatures for your contracts either! If you’re a small new business owner, they offer a variety of contract templates to start with, in case you’re not sure what to include for your type of business. Invoices are integrated with Stripe, Square, or Paypal, either in recurring or one time payments. You can set up payment schedules (e.g., 50/50) and send reminder emails when payments are due. 

3. Tailored Questionnaires & Forms

Need any additional information from your clients? Now you can easily create personalized questionnaires or forms for them to fill out. I’m able to get all the information I need at once rather than looking back at hundreds of emails between the client and myself to find what I’m looking for.

I have design feedback forms for when a website is ready for review, and general feedback forms for clients to fill out after we’ve launched! I’ve received testimonials for every client since using Dubsado, but beforehand I had trouble getting them to send one.

4. Time-Tracking

For those who bill by the hour, the time-tracking capabilities are great. Track every minute spent on a project to ensure accurate billing and transparency with your clients.

5. Integrated Scheduling

Forget third-party scheduling tools; Dubsado has you covered with its built-in calendar, letting clients pick times that align with your availability. It also integrates with Zoom, sending clients an automatic video meeting link right after booking.

6. Advanced Emailing

Monitor when clients view your emails and use preset canned responses for frequent queries. A nifty tool I adore? Knowing when someone’s checked an invoice or email (wink).

7. Bookkeeping 

Integrated accounting tabs ensure you’re always on top of your financials. Plus, it syncs seamlessly with popular accounting tools like Quickbooks and Wave.

8. Outstanding Customer Service

Their customer service is amazing with rapid responses and a supportive community via their Facebook group. They provide hands-on assistance and resources to ensure you make the most out of their platform.

Want to Try Dubsado for Free?

Their unique “3-client-free” trial offers a hands-on experience giving you lots of time to explore if it’s right for your business before investing. For more tools that drive my business success, dive into my favorite business tools and resources right here.

Note: Some links are affiliate links. I may receive a commission for sharing my favorite tools with you, but they won’t cost you anything more. I’ll sometimes even share a discount for you. ◡̈