What is Dubsado? An Overview for Beginners
Are you a service-based business owner looking to streamline your client management process? If so, you’ve likely heard about Dubsado. But what exactly is it, and how can it benefit your business?
In this post, I’ll walk you through what Dubsado is, its key features, and why it’s the go-to CRM for small business owners. I'll explain how Dubsado can simplify your business and enhance your client experience.
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.
Getting Started with Dubsado?
🚀 Sign up for a free Dubsado trial – manage up to 3 clients for free, with no time limit!
🌟 Get 30% off 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!
What is a CRM?
A CRM (Customer Relationship Management), is a software that helps manage client interactions. It helps organize leads, book clients, and automate routine tasks. It replaces multiple pieces of software and consolidates them into one platform. A CRM helps you track every step of the client journey from initial contact to final offboarding.
Why use a CRM like Dubsado?
Here are the top reasons why using a CRM like Dubsado will take your business to the next level:
Stay Organized: No more lost emails or forgotten forms. With Dubsado, everything related to each client is stored in one place.
Save Time: It automates repetitive tasks - like sending contracts, invoices, and reminders. Which means less manual work for you.
Improve Client Relationships: It tracks important dates, interactions, and files. So you can respond faster, anticipate needs, and provide an exceptional client experience.
Professionalism: Your clients will appreciate the smooth, seamless process from start to finish. Making you look more organized and professional.
What is Dubsado?
Dubsado is a CRM used by small business owners to deliver a better client experience. It helps save time and mental space by automating tasks in your business. It helps with every step of your client process from booking leads to offboarding clients.
It also helps streamline systems by combine multiple software into one. Meaning it can save you money and simplify your tech stack. What does Dubsado replace? It combines scheduling software, invoicing software, contract system, proposal design and more.
What Does Dubsado Do?
Dubsado helps you:
Automate repetitive tasks like sending contracts, invoices, and follow-up emails.
Manage client communication in one central location.
Automate tasks to help save you time and mental space
Improve your client experience by providing a professional on brand system.
What is Dubsado used for?
Let’s break down Dubsado’s features in detail.
1. Invoicing
Getting paid is one of the most important parts of running a business, and Dubsado makes it easier than ever.
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
Contracts are essential for setting clear expectations with clients. Dubsado makes this process hassle-free:
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
Your proposal is often your client’s first impression of your business. Dubsado helps you create a standout experience.
Stunning Designs: Design beautiful proposals that align with your brand.
Interactive Elements: 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
Forms are a powerful way to gather client information. Dubsado’s form builder allows you to design forms that are both functional and branded.
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
Tired of endless back-and-forth emails to schedule meetings? Dubsado’s scheduler simplifies the process.
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
Keep all client communication organized and accessible.
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
Let’s Make Dubsado Work for You!
🚀 Sign up for a free Dubsado trial – manage up to 3 clients for free, with no time limit!
🌟 Get 30% off your first month or year with my code EMAKATIRAEE
🎨 Check out my time-saving Dubsado templates
📅 Let’s chat! Book a free Discovery Call to get your Dubsado running smoothly
Who is Dubsado Best For?
Dubsado is ideal for small business owners who work 1:1 with clients. Whether you’re a solopreneur or part of a small team, Dubsado help you focus on what you do best.
Types of Businesses That Love Dubsado
Wedding Planners
Photographers
Coaches & Consultants
Brand & Web Designers
Interior Designers
Professional Organizers
Copywriters
Bookkeepers
and more…
Ready to Try Dubsado?
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. You only pay when your business grows beyond three clients.
When you’re ready to upgrade, use my coupon code ‘emakatiraee’ to save 30% on your first month or year with Dubsado.
Want to See Dubsado in Action?
Watch my step-by-step Dubsado tutorial to get a walkthrough of its features and how it works.
Conclusion
Dubsado is a CRM designed for service-based business owners. It has amazing features that save you time and allow you to deliver a top-notch client experience. In a nutshell, Dubsado can transform the way you manage your business.
Don’t wait! Start your free trial today and see the difference Dubsado can make in your business.
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 for all services.
Automate repetitive tasks with Dubsado 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.