Updated: Jul 15
Let's start with.....have you heard of Dubsado? Err...hello if you haven't then why not??
Well, you’re missing out!! Let me tell you what it is and why I'm obsessed. If you’re a online service provider you probably need to check out this system for managing your life… well, okay, managing your business.
Dubsado is an amazing Client Management System (CMS) where you can manage leads, clients, invoices, payments, proposals, contracts, projects and project workflows, questionnaires, emails, and SO. MUCH. MORE.
The software has powerful features that are easily customisable, the best customer service you could imagine and a family atmosphere that makes you feel like home.
From capturing leads on your website, to automatically following up with a questionnaire based on the client's input, or sending them a proposal that will make them eager to select those big ticket packages
Whilst you are juggling all your amazing ideas together with keeping your life active over the social media channels, finding prospective clients and once they are on board; understanding their lifestyle, businesses and the jobs that they want you to get done – all of this (and much more) is happening simultaneously.
Let me jot down some of the pain points you may experience whilst trying to juggle all your plates:
Preparing invoices and sending them over to the clients
Preparing, submitting and tracking the client contracts
Tracking and actively keeping an eye on the prospective clients (a.k.a. Hot leads);
Hundreds of open tabs on the browser, it's all too much...
Are you feeling any of these pain points?
Let's just quickly go through some of the cool features in Dubsado which is going to make your business life a dream...
1. New contract signing
Thanks to Dubsado – the contract signing and management is easy.
You can easily create a new contract proposal (or choose one from the available templates) and send the link over to the client for signing it digitally, along with the contract and the invoice all at once!!
2. Lead Capture forms
Create bespoke Lead Capture forms - All you have to do is to create your lead form in Dubsado and share the link or even embed the link into your website. Ypu create the form how you want, looks so cool.
Whatever information or selection your potential lead makes on your lead form, Dubsado automatically sends the relevant emails and forms accordingly and you can halt any of the process.
3. Recurring Invoices
Dubsado allows you automate recurring invoices. All you have to do is to set up the payment details on Dubsado, and it will take care of the rest.
It’s not only you who benefit from the Dubsado automation, but your clients are equally on the receiving end. This software can be connected with PayPal, Square, and Stripe.
4. Step into the world of automation
Implementing Dubsado doesn’t cost much, but the benefits are enormous. It’s just like hiring another employee to do the jobs for you, and without even making any mistakes.
You can create the workflows and automate almost everything using this tool – name the task, and you’ll find the solution in Dubsado....no kidding.
4. Client Portals
Imagine giving your clients the WOW factor? Dubsado covers you on that front as well. You can create a client portal for them to stay connected to you while staying organised, housing all their forms and contracts and invoices whilst looking super stylish with your brand.
What are you waiting for? If you would like a piece of Dubsado and want to work with me setting this up for you then click HERE to get started.
To compliment your business online systems why not add Trello.....here is my free guide to setting this up and be part of my email list for more hints and tips. CLICK HERE