If you’ve been following my business for a while, you’ll know that I’ve been an avid user of Dubsado since the very beginning of my website design business. And let me start by saying this: Dubsado is truly an amazing platform. It served me diligently from the get-go and I genuinely believe it’s a fantastic choice for many entrepreneurs out there. But here’s the thing: as my business expanded, I found myself working with a growing number of international clients. And, as any business owner can attest, the needs and demands of our ventures can change and evolve. I tested out over 5 CRMs in which there were too many features that weren’t available, or it was just super complicated to use. But all of the exploring lled me to make a shift in my CRM choice – from Dubsado to WillowSpace.

WillowSpace is a client management platform built to make your job way easier. It tracks your leads, clients, project statuses, sends invoices, call appointments, contracts, proposals and emails, plus more! Let’s dive into the top three reasons that nudged me in this direction & why WillowSpace is the perfect CRM for designers, coaches, or any other service-provider.

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The Switch To WillowSpace

1. Multi-Currency Magic with WillowSpace

First and foremost, WillowSpace’s multi-currency feature was a game-changer for me. As a proud Canadian, I’m always thrilled to work with clients from around the world. The challenge? Sending invoices in different currencies without the cumbersome need to create separate brands for each on Dubsado. WillowSpace allows me to send invoices in any currency, making my life a whole lot easier and my invoicing process smoother. It is the number one reason why I was even looking for a new CRM!

You can set a currency & tax rate for each client!

2. Aesthetics and User-Friendliness

Let’s talk aesthetics and usability. As someone who values both, especially running a custom website design business, WillowSpace simply won my heart with its easy and beautiful user interface. Every interaction feels intuitive, and efficient.

But what truly sets WillowSpace apart is that this ease of use extends not just to us, the business owners, but brilliantly to our clients as well! The client portal is designed with such clarity; it’s super simple and straightforward. Clients can effortlessly locate any required information, and here’s the cherry on top: they can directly request a project from within their portal (mind blown). This unique feature, which I personally hadn’t encountered before, not only streamlines the collaboration process but also subtly communicates to clients that I’m available and open to taking on additional tasks or projects if they desire. The result? A CRM experience that’s both efficient for me and empowering for my clients.

3. Analytics that Speak Volumes

The analytics reports in WillowSpace are SO easy to understand, comprehensive, and visually appealing, these reports provide invaluable insights into my business metrics. Knowing where my business stands, understanding client trends, and checking on my overall performance has never been this effortless.

4. Crafted by a Designer: She Truly Understands Us

One of the things that really solidified my decision to switch to WillowSpace was discovering who was behind its creation. WillowSpace wasn’t just built by any tech guru; it was crafted by a brand designer – and a Canadian! This means she fully understands the ins and outs, the intricacies, and the specific needs of designers and service-providers like us.

How refreshing is it to have a platform that’s not only functional but also has a deep understanding of our world? This brand designer saw the gaps in existing platforms, recognized the features we’ve all been yearning for, and elegantly bridged them in WillowSpace. It’s like finally finding that missing puzzle piece you’ve been searching for. The platform resonates so well because it’s born from a place of genuine understanding and firsthand experience.

Wrapping Up

It’s essential to find what aligns best with our unique needs. For those on the fence about which CRM to opt for, I’d say: figure out your needs, test out both trials, and choose what feels right for you. Both platforms have their merits. For me, right now, WillowSpace just checks all the right boxes.

Get $20 Off Your WillowSpace Plan Right Here!