What Is Dubsado? Beginner’s Guide to This CRM
Dubsado is a client relationship management tool (CRM) for small business owners who work with clients one on one. It combines contracts, invoices, scheduling, forms, and workflows in one place. This saves you time and makes your client experience smoother and more professional.
What is a CRM?
A CRM stands for Customer Relationship Management. It is software that helps you manage your clients and leads in one place.
With a CRM you can:
Send contracts and collect e-signatures
Accept payments and set payment plans
Automate communication with clients
Track every step from inquiry to follow-up
Instead of using many separate tools like email, schedulers, spreadsheets, and invoicing software, a CRM brings everything into one system.
Disclosure: This post contains affiliate links. This means I can earn a commission if you click through and make a purchase. This comes at no cost to you.
Why Should You Use a CRM Like Dubsado?
Service providers choose Dubsado for several reasons:
Stay organized: All client details are in one place so nothing gets lost or forgotten.
Save time: Automate repetitive tasks, like sending contracts, invoices, and reminders.
Look professional: Clients will appreciate the smooth and branded process from start to finish.
Build relationships: Track dates, interactions, and files to give faster responses and better service.
Getting Started with Dubsado?
🚀 Try Dubsado for free for up to 3 clients, with no time limit!
🌟 Save 30% on your first month or year with my code EMAKATIRAEE
🎨 Save time with my beautiful + ready-to-use Dubsado templates
📅 Book a free discovery call and get your Dubsado set up the right way from the start!
Who Is Dubsado Best For?
Dubsado is designed for small service-based businesses. It works best for people who provide one-on-one services.
Types of businesses that love Dubsado include:
Wedding Planners
Photographers
Coaches & Consultants
Brand & Web Designers
Interior Designers
Professional Organizers
Copywriters
Bookkeepers
and more…
What Does Dubsado Do?
Dubsado can replace separate tools for scheduling, invoicing, contracts, proposals, and forms. Here are its top features:
1. Invoicing
Send Professional Invoices: Create invoices that have your branding elements for a professional look.
Set Up Payment Plans: Offer flexible payment schedules that work for you and your clients.
Payment Reminders: Automate reminders for upcoming or overdue payments. So you never have to chase after payments.
Payment Processors: It integrate with Dubsado Payments powered by Stripe, PayPal, or Square. This allows you to accept credit card payments or ACH payments.
2. Contracts
Send Legally Binding Contracts: Build contracts in Dubsado that use electronic signatures.
Reusable Templates: Save time by creating contract templates for all your client agreements.
Add Dynamic Content: Personalize contracts with smart fields to auto populate information. This eliminates the need to edit contracts before sending them out to clients.
Clients can review and sign contracts digitally, streamlining the process while maintaining professionalism.
3. Proposals
Beautiful Designs: Customize proposals that match your brand.
Interactive Options: Allow clients to select packages or add-ons inside the proposal.
3-in-1 Proposals: Combine your proposal, contract, and invoice into a single document. Streamline and simplify your client’s experience.
4. Forms
Custom Branding: Design forms that match your brand’s colors, fonts, and style.
Reusability: Save forms as templates, so you don’t have to start from scratch each time.
Whether you need questionnaires, feedback forms, or onboarding documents, Dubsado has you covered.
5. Scheduling
Integrated Scheduler: Sync your calendar with Dubsado to show your availability in real-time.
Custom Meeting Types: Set up options for discovery calls, consultations, or project check-ins.
Automated Follow-Ups: Send customizable confirmation and reminder emails for upcoming appointments. All without lifting a finger.
6. Client Communication
Email Sync: Use your own email address so you can view all client emails inside Dubsado.
Canned Emails: Create canned email templates for common responses. You can have templates for appointment confirmations or welcome messages.
Project-Specific Threads: See every email linked to a client project in Dubsado. This makes it easy to track the conversation.
7. Workflows
Workflows are Dubsado’s secret weapon so you can automate your client process with ease.
Automation: Set up triggers to automatically send forms, contracts, or emails.
Customizable Steps: Design workflows tailored to your services. This makes sure that every client receives the same stellar experience.
Save Time: Reduce manual tasks and eliminate the risk of missing steps.
For example, when a lead submits a form from your website. A workflow will send a thank-you email with a pricing guide, and a link to a scheduler—all without you lifting a finger.
8. Client Portal
Dubsado’s client portal offers a professional, streamlined experience for your clients.
Centralized Access: Clients can view invoices, contracts, forms, and communication in one place.
Mobile-Friendly: The portal is accessible on any device. Ensuring a smooth experience for your clients.
Improved Experience: Provide clients with a professional, organized system.
To understand Dubsado’s different pricing plans, check out this 👉 blog post
How Is Dubsado Different from HoneyBook and Other CRMs?
Dubsado stands out because it offers more customization and automation.
HoneyBook and 17hats are easier to set up but less flexible
Dubsado takes more time to build but gives you control to design workflows and forms your way
If you want a system that adapts to your exact client process, Dubsado is the stronger choice.
👉 Read my full comparison of Dubsado vs. HoneyBook here
How Much Does Dubsado Cost?
Dubsado offers a free trial for up to three clients. There’s no time limit, so you can explore it’s features without any commitment.
Paid plans start once you grow beyond that. You can learn more about Dubsado’s pricing here.
Use my code EMAKATIRAEE to save 30 percent on your first month or year
FAQs
What is Dubsado used for?
Dubsado is used to manage leads, send proposals, contracts and invoices, schedule meetings, and create automated workflows that save you time.
Is Dubsado good for small businesses?
Yes. Dubsado is designed for small business owners who need to manage their clients, automate admin tasks, and improve their client experience.
Does Dubsado replace other tools?
Dubsado can replace tools like Calendly, HelloSign, QuickBooks invoicing, and Google Forms. It brings all of these into one platform.
How much does Dubsado cost?
Dubsado has a free plan for up to three clients. Paid plans start when you need more, and you can save 30% with my code emakatiraee. You can learn more about Dubsado’s pricing here.
Is Dubsado easy to use if I am not tech-savvy?
Yes. It has a learning curve but comes with tutorials and support. Once set up, it is easy to use daily.
Want to See Dubsado in Action?
Watch my step-by-step Dubsado tutorial to get a walkthrough of its features and how it works.
TLDR: What You Need to Know About Dubsado
Dubsado is a CRM built for service-based businesses that want to simplify admin and improve their client experience.
It replaces tools like schedulers, invoicing platforms, contract software, and forms - all in one place.
Key features include: proposals, contracts, invoices, scheduling, workflows, and a client portal.
It’s best for business owners who work 1:1 with clients, like: photographers, wedding planners, coaches, and designers.
You can try it free for up to 3 clients with no time limit. When you’re ready to upgrade, use code EMAKATIRAEE to get 30% off.
Need Help with Your Dubsado Setup?
Setting up Dubsado can be overwhelming, but you don’t have to do it alone. I offer Done For You Dubsado setups to help you:
Map out your entire client process
Automate repetitive tasks with workflows
Save time while delivering an exceptional client experience
👉 Book a free discovery call to learn more about how I can help you setup Dubsado. The end goal is to save time so you can focus on what you love to do.