Dubsado

"Life and business saver!"

What do you like best about Dubsado? I love how Dubsado has increased my proposal and client onboarding workflow by 2000%! It used to take me weeks formulating proposals, designing them, and customizing them every single time. Then sending my clients a welcome packet and other important materials in so many emails. Now I have workflows that I can trigger, designed proposals I can send that day with options for my clients. And I don't have to worry about sending contracts and invoices ...

"Dubsado Rocks"

What do you like best about Dubsado? I love Dubsado's workflows, seamless automations, and overall costs. When compared to traditional legal software you get more bang for your buck and are able to leverage technology as you scale your firm. What do you dislike about Dubsado? I'm not too fond of Dubsado's contract signature software is not verified nor does it allow for multiple-party signatures. I've been a member of Dubsado for 4-5 years and this feature has not come to fruition yet. This ...

"Dubsado Review from Dubsado Certfied Pro"

What do you like best about Dubsado? Dubsado has great automations and workflows. I love being able to keep track of leads and clients, process payments, and create meetings all in one place. What do you dislike about Dubsado? I wish there was a bit more conditional logic as well as a mobile app. What problems is Dubsado solving and how is that benefiting you? I can track my project sources, project my income, send invoices & emails, sign contracts and so much more all in one platform.

"Best Operations Solution for Small Businesses!"

What do you like best about Dubsado? I love that Dubsado is an all-inclusive tool! You can schedule appointments, get paid, send contracts, send emails, etc - all within this software. Since I've used this tool, my clients truly feel like they have a smooth customer experience. What do you dislike about Dubsado? There's not much that I dislike! And if I've had an issue with something, I was able to chat with support and they helped me find a solution, pointed me to the support article, or ...

"Easy way to send client contracts, track leads and project status."

What do you like best about Dubsado? I like that I can tell immediately when a prospect has signed my contracts and at a glance I can see where everyone is in my pipeline. What do you dislike about Dubsado? There is SO much you can do in Dubsado so it can feel overwhelming if you don't take it a step at a time. What problems is Dubsado solving and how is that benefiting you? I am getting my contracts set up for digital sending and signature, I am housing all form and leads in one place and ...

"Robust CRM For Multiple Business Categories"

What do you like best about Dubsado? Where do I even begin? Dubsado has been a game changer for our business. The ease of use/simplicity of the system is what I like best about it. Many CRMs that are tailored to my industry (wedding venue) have so many features that are a complete waste for a site like ours. Dubsado allowed us to move our contract signing, payments, etc all online which has saved countless hours on the back end. It is also VERY affordable, which is probably my favorite ...

"Best Workflow System & more for All Business Sizes"

What do you like best about Dubsado? Everything. They have amazing automation features, workflow systems, pretty much everything you need for your business. It makes processes so much easier. What do you dislike about Dubsado? The workflow is not very intuitive but the Dubsado team are really helpful. Recommendations to others considering Dubsado: If you're a small business, big business, entrepreneur, this is for you. What problems is Dubsado solving and how is that benefiting you? It ...

"Best way to organize your business flow!"

What do you like best about Dubsado? Dubsado is one of the best platforms out there for small businesses. It offers a great amount of structure, automation, and is overall the most practical way for me to create workflows for my business. The company is also very hands on, listens to users opinions, and is super helpful in setup and answering questions. What do you dislike about Dubsado? There isn't much to dislike. Perhaps a little more trainings on the way the to set up invoices and how ...

"The most flexible CRM I’ve ever worked with."

What do you like best about Dubsado? What I like best about Dubsado is the flexibility in allowing me to be creative with my CRM. The Software allows me to fit the information how I needed to work for my business. I think Dubsado has the beautiful advantage right now to work for any type of business and industry because it allows the administrator to be creative in the way the CRM can be populated/ formatted. What do you dislike about Dubsado? Though Dubsado is only 4 years old and is self ...

"Dubsado is like an answered prayer!"

What do you like best about Dubsado? I instantly liked that they were much more open to allowing interested users to take their time in learning their software program and, taking in all the ways that Dubsado can help make their business more efficient. I also found their price reasonable considering all their customization capabilities, from workflows, to payment plans, various custom forms such as proposals and packages which I like that you can combine the invoice and selected service to ...