My All-Time Favorite Business Tool

Starting a business comes with its challenges. While creativity flowed and ideas blossomed, paperwork was the bane of my early days. Client inquiries would mount up and, in the whirlwind of entrepreneurship, staying organized felt like an uphill battle. Enter Dubsado – the silver bullet in my business arsenal.

Having integrated Dubsado into my daily operations, chaos turned into clarity. Not only has it streamlined my workflow, but my clients are also consistently amazed at the ease of our interactions. Let’s dive deep into why Dubsado is the unsung hero for service-based entrepreneurs like me.

8 Reasons Why You Need Dubsado

1. Automated Workflows

Essentially, it’s you, but automated. From sending out emails to dispatching contracts, invoices, and more – it does the heavy lifting, letting you focus on what you love.

2. All-In-One Document Handling

Remember the tedious process of sending multiple documents across different platforms? Dubsado centralizes proposals, contracts, and invoices, making transactions seamless.

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. Client Portals

Elevate client interaction with portals tailored for each client, housing all communications and documents in one accessible place. Every client I’ve worked with has complimented on how smooth my design process is for them. I’ve never received a signed contract or paid invoices so fast before!

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 second to none, with rapid responses and a supportive community via their Facebook group.

Why Not Give Dubsado a Spin?

Their unique “3-client-free” trial offers a hands-on experience without a ticking clock, granting you ample time to explore. If transitioning from another CRM seems daunting, Dubsado’s team is there to facilitate a hassle-free migration. For more tools that drive my business success, dive into my favorites right here.

Note: This post contains affiliate links, and I earn commission with some companies if you sign up using my link or code. Rest assured, I only vouch for tools I genuinely trust and love.