Dubsado

"Great CRM for creatives"

What do you like best about Dubsado? It's versatile and functional and able to be completely made to look on brand for my business which I love. It integrates with my systems easily and is easy to use. What do you dislike about Dubsado? While I have only used Dubsado and can't compare to other CRMs I do wish it had an app for my phone. That is my only real complaint is no app. Everything else is really great. What problems is Dubsado solving and how is that benefiting you? Organizing ...

"BTN DUBSADO REVIEW"

What do you like best about Dubsado? Integrating accounting, contracts and proposal(s) when dealing with clients. It is a CRM workspace software with scheduling and contact list management. The best is the ability to integrate with other software. What do you dislike about Dubsado? There are a few limiting issues with the software, such as the inability to control print margins and restraining factors with the statement of invoices. It is currently not possible to print and send a statement ...

"Dubsado was a highly efficient and helpful tool"

What do you like best about Dubsado? My emails and tasks are easily found, catagorized very well. Email communications with clients are What do you dislike about Dubsado? The tasks features become hard to archive. Takes several steps to finally archive tasks. What problems is Dubsado solving and how is that benefiting you? keeping client accounts well managed and emails easily obtainable

"Dubsado is a lifesaver for my business!"

What do you like best about Dubsado? I love that I can automate interactions. What do you dislike about Dubsado? I wish it offered texting in its workflows. What problems is Dubsado solving and how is that benefiting you? It helps me stay on top of new leads, while also better serving my current client base.

"A tool that every business needs"

What do you like best about Dubsado? The workflows integrated with client management and even automated emails takes our service to a whole new level. It allows us to seamlessly communicate with potential clients and efficiently and professionally onboard a client once they sign proposal (which can also be created in Dubsado) What do you dislike about Dubsado? I don't know that I have found any downsides to the platform yet. Maybe the learning curve. It takes some time to get use to the ...

"Great for starting a business and for freelancers!"

What do you like best about Dubsado? I love all of the ways you can set up templates so you don't have to type the same emails over and over again. I also love how clean everything looks when you are communicating to your clients, from invoices to sending contracts. What do you dislike about Dubsado? It doesn't seem to be built for companies that have more than a few employees or who use sub-contractors that may need to communicate to clients if you want to track all ...

"DUBSADO IS THE BEST CRM TOOL"

What do you like best about Dubsado? The best thing about Dubsado is I can manage all my projects and collect payments all in one place. I use Dubsado as my primary way to collect data, communicate with my clients, and keep track of their projects. What do you dislike about Dubsado? I'm not too fond of the lack of customization. If you want to slay your Dubsado, you'll have to purchase a template. Dubsado just started working on a new BETA interface for their forms. So that's a ...

"The best way to onboard my clients!"

What do you like best about Dubsado? Easy to build templates, invoices and proposals. Avoid the repetition of tasks, since I have pretty much all created in advance! What do you dislike about Dubsado? I'd love to have more calendar templates for each of my team members and be able to get paid on multiple currencies. What problems is Dubsado solving and how is that benefiting you? I solve many of my daily time consuming tasks, such as emailing, invoicing, invoice reminders and automated ...

"Onboarding of new clients is now a breeze!"

What do you like best about Dubsado? I prefer specific processes to be on autopilot, which makes things easier for new clients and me. Dubsado has saved me so much time because I can onboard and manage clients with greater efficiency. Plus, compared to similar products, this app simply offers more features at a better price point. What do you dislike about Dubsado? It would be nice not to have to create a new client project whenever an existing one signs a new contract. What problems is ...

"Wonderful, all-in-one client management tool for service based businesses"

What do you like best about Dubsado? I love that it replaced about six different softwares for me (contracts, invoicing, payment processing, forms, client portal, scheduler). It is customizable and many of the features can be automated. I also love the customer support team. The owners and team are always improving the software and adding new features. What do you dislike about Dubsado? I wish it had an app so that I can be notified when I get a new lead or when a client completes a form, ...