7 Reasons Why I Love Dubsado

7 Reasons Why Dubsado Is The Best CRM For Your Business

 Do you have a CRM (client relationship management) for your small business? I am obsessed with Dubsado, my CRM of choice, and I’m going to let you in on all the magic this little platform is capable of! 

  There are several CRMs out there—Dubsado, 17 Hats, and Honey Book, to name a few—but Dubsado (click here) is my favorite.  Why do I love Dubsado so much? I have 7 reasons this CRM tool has transformed my business.

1. Dubsado keeps everything organized

When you start working with several clients, it’s easy to get overwhelmed with contracts, proposals, invoices, and more. Dubsado frees up your brain to focus on creative tasks by keeping all of your paperwork and logistics beautifully organized.

2. You can use Dubsado for free!

Instead of giving you a limited number of days to trial the system, Dubsado gives you an unlimited time trial. You can use the system for free for up to three clients. This lets you see how it works, from proposal through follow-up after a project is complete.

3. Dubsado makes automation a breeze.

With Dubsado’s workflows, you can automate your business processes and save yourself a ton of time. Create a branded contact form to embed on your website, and set up an automated email that is triggered and sent whenever someone submits it. You can reach out to clients in your sleep! And if you ever hire help for your business, it’s so easy to show a new person exactly how you run your operations within Dubsado.

4. Dubsado has the best customer service.

I’ve had to reach out to Dubsado for operating questions and billing questions, and every time they treat me like an actual human. They are so kind, helpful, and responsive.

5. Dubsado is completely customizable.

It requires a little upfront work, but you can upload your hex codes for your business colors, email, and logo to customize every form you send fully. Dubsado keeps your branding consistent and professional, so customers will recognize your brand!

6. It’s easy to get help with your Dubsado setup.

Dubsado has a steep learning curve. There’s no way around it. Because the platform is so popular, there are many VAs (virtual assistants) who specialize in Dubsado setups. You can invest in a professional’s help to customize your branding, schedule your workflows, and teach you how to use the different elements.

7. Dubsado offers awesome free templates.

Not sure what a contract or proposal should look like? Dubsado offers a library of free templates to get you started! You can customize their forms to fit your specific needs without starting from scratch or paying for a pricey template.  I’ll be honest, when I first started using Dubsado, I was pretty intimidated. I knew it had great features, but it was hard to know where to start. Even now, I’m learning new ways to use and optimize it! When you’re just getting started, you probably don’t need to invest in a CRM. But I recommend you begin working with one before things get busy. It’s shocking how quickly the invoices, contracts, and proposals can pile up! If you need more convincing that Dubsado is worth it (P.S. they let you pay in monthly installments or annually… and you can use my link to sign up today! Just think of how much easier it will make the tax process. When you’re an official, legitimate business, you must track every invoice and have detailed information on all of your transactions. Dubsado makes it so easy!  At the end of the day, if you want to be successful and know where all of your documents are, you need to invest in Dubsado 

Need more reasons to fall in love with Dubsado? Well, keep on reading

28: HoneyBook vs. Dubsado: Which CRM Is Right for Your Business?