As entrepreneurs, we often have to send invoices, send contracts, track our finances, communicate with clients, keep track of our potential client leads, and so much more!

 When we found Dubsado to help us keep track of providing the best client experience we could, we wanted to shout from the rooftops about this all in one client management system software, Dubsado !

Here are some of our favorite Features of Dubsado:

• Automation: THE BEST TIME SAVING TOOL OF Dubsado! You can set up many automatic actions within your business to help save you time and provide a high quality client experience!
  • Workflows: These workflows have different triggers that will signal a series of steps to happen. 
  • For example a workflow may look like this: 
    • Step 1: Send Invoice after client is moved from lead to job
    • Step 2: Send Welcome Email after invoice is paid to schedule onboard meeting
    • Step 3: After the appointment is scheduled, send a questionnaire for the client to upload documents needed for onboarding. 
    • Step 4: Send appointment reminder 3 days before appointment
    • Step 5: Send PDF Guide into Client board 1 day before appointment 
    • Step 5: Send appointment reminder 2 hours before appointment

*** All of this occurs without you even needing to lift a finger. If you are worried about the automation, you can also have it set where the next step needs to be approved by you first. 

• Canned Emails and Smart Field: Create canned emails that you can use over and over again without having to rewrite them each time. Include Smart Fields in your emails so that they are all customized to each client. For example, you can set in to automatically add the client name or appointment time for that specific project. 

• Client Management: Dubsado helps you to manage your clients efficiently into the type of work or where you are in the process with that client. 
  • Current Projects, Leads, and Past Projects: Classify your clients into custom categories so that you can keep track of leads you may need to follow up with, current projects, and past projects you may use for referrals.
  • Emails: Manage all emails and correspondence within Dubsado so that you do not have to search your inbox anymore for that one email you need. Instead, all communication is in one place for each client. 
  • Client Portals: Create a client portal with one click, where they can see all invoices, forms, contracts, as well as any guides or information that you may have for your clients. 

• Forms & Contracts: Instead of having separate documents within your drive and on your computer, create contracts, proposals, and forms that remain within the client portal and that specific project for efficiency. 
  • Templates: Dubsado provides templates of different documents you may need to help you get started. 
  • E-Signature: Send the contract and have your client e-sign simply so you have a signed contract quickly. 
  • Proposals and Quotes: Send proposals and quotes to bid potential clients before you send your contract. 
  • Questionnaires: Learn more about your leads or clients with a branded questionnaire that they can fill out digitally. Within the questionnaires, there is the ability to have clients upload files as well, allowing for easier onboarding of clients. 

• Invoices: Send branded, detailed invoices to your clients digitally without paying for another invoice or payment program. 
  • Client Payments with No extra Dubsado Fees: Clients can pay with Stripe, Paypal, or E-check with no extra fees!
  • Payment Schedules and Recurring Invoices
  • Overdue Reminders
  • Time Tracker: This is a great tool to use if you are working on an hourly rate. You can automatically link this time tracker to your invoices as well for your client to see. 
  • Gratuity Options
  • International Options: Clients from all over the world will have the ability to pay with ease. 
  • Accounting and Quickbooks: Keep track of your expenses, incomes, and financial goals with the ability to sync with Quickbooks if needed. 

• Scheduler: Have the ability to book appointments easily with clients, leads, and whoever you may need to have time with. 
  • Appointments: Send a link or embed a scheduler form into your website for others to be able to schedule a time with you. There are simple reschedule options and settings to maximize the amount of appointments a day. 
  • Calendar Integration: When an appointment is booked, this will automatically show in your calendar on your phone and in Dubsado. Anything in your calendar as well can block out appointment times in Dubsado to help make sure your appointment availability is up to date. 

• Branding: All items within Dubsado (Client Portals, invoices, contracts etc.) have your logo, colors, and all features of your branding with no Dubsado branding visible. 

Start automating your business today. Stop having multiple platforms to login into with your business, and instead, have a one-stop shop!

If you would like to try out Dubsado, sign up with this link that will start with your free trial and if you decide to purchase Dubsado, you will get the promotional, 20% off! 

• 

• 

•