Updated: Jul 24
Hold onto your hats, we are going on ride where I will explain how you go from making things complex (yuck!) to creating simplicity in your business that will blow your mind!
I always believe in the path of least resistance....you don't want complexity you want simplicity and Dubsado has it in spades....listen I know what you're thinking as you've already been told that Dubsado is hard to set up, but work with me and humour me whilst I explain more.
These are all the reasons why Dubsado is your go to and why it doesn't have to be complicated:
AFFORDABLE, STRAIGHTFORWARD CRM
A lot of CRMs are quite technical and built for huge businesses. For a small business, you need something that was easy to grasp onto, and easy to start integrating into your business.
There is no need to use Google spreadsheets for your record-keeping!
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EASY TO TRACK MANY CLIENTS
Dubsado has a customisable dashboard to track clients and you can use this in whatever way you want. I for instance use it put my clients into the different services that are using so I can see how many I have in which service. However some people use it to track their different stages of each of their services.....it's whatever works for you.
SYNCS WITH GOOGLE CALENDARS (OR OTHERS) FOR EASY APPOINTMENT SCHEDULING
Setting appointments is such a breeze now. You can send a template to clients that won’t allow conflicting appointments and even creates a buffer between meetings. You can set specific hours and it syncs to with your calendar so you can see projects and appointments all from your phone. You can have it set up to only take appointments in the afternoons on Monday through Thursday for example.
AUTOMATIC WORKFLOWS THAT YOU CAN SET AND FORGET
Whether it’s invoicing, follow-up emails or simply sending the right form, the Dubsado workflows are essentially automatic tasks you can set up to run a project on its own. You can have workflows for different phases of the projects and have them automatically go from one to another.
I bet you write out a lot of the same emails. The templates, forms and proposals make it easy for you to create canned emails and use it for all of your clients. If I need to customise it, that’s easy too.
SUPER EASY CONTRACT SIGNING
Contracts get signed a lot quicker with Dubsado’s digital signature function. It’s never been this easy to onboard clients!
TRACKS INCOME AND EXPENSES WITH CUSTOM CHARTS
You can easily see what’s coming in and what’s going out, and you can customise it by the date too.
ALLOWS YOU TO TRACK YOUR PROJECT SOURCES
Yay for a quick and easy view of where you get most of your clients. When you get an inquiry through your website, leads can select how they heard about you which automatically gets tracked with this feature.
Clients can keep track of projects with a task board and pay invoices (but they can also pay invoices without having to log in to anything too!) You can even embed a client portal login page on your website.
INTEGRATES WITH PAYPAL/STRIPE/SQUARE FOR SUPER EASY PAYMENT
I still love getting emails when clients have paid! Which, just like the contracts, happens a lot quicker now that it’s so much easier for your clients. They can click a button, add their credit card information, and have it all taken care of within a few minutes.
You can quickly set up invoices with a saved payment schedule, i.e. 50% upfront and 50% when the project is done.
COMPLIMENTS ON MY CLIENT INTERFACE
Your clients point out just how seamless and professional my system is. Bonus!
TIME TRACKER FOR HOURLY PROJECTS
Dubsado has a built in time tracker, You can simply track my time and add clocked-in time to invoices.