Dubsado

"Best CRM!"

What do you like best about Dubsado? Let me start off by saying Dubsado has changed my business life. I joined when they were in the early stages of development, and started off with the free "trial" (in which you get everything that the paid version has, and never expires - the only difference is that you're limited to three clients). I use and love Dubsado for client onboarding (lead capture forms, automated emails, client welcome kits), invoicing, bookkeeping, sharing electronic ...

"Dubsado is a business game changer for the solopreneur!!"

What do you like best about Dubsado? Automated workflows, contracts, forms and payments all in one place, plus a gorgeous client interface makes this hands down the best tool I use in my business! What do you dislike about Dubsado? Truthfully nothing! It works exactly the way I need it to! What problems is Dubsado solving and how is that benefiting you? I am able to have a seamless client experience, from the moment they fill out my contact form on the site (which triggers a pre-sales ...

"Dubsado streamlines and automates your operation process for clients"

What do you like best about Dubsado? Well designed product, awesome support, designed with the solopreneur business owner in mind. What do you dislike about Dubsado? I am currently looking for an automated/intuitive tool to remind me and support my contact follow-up for leads and prospects, such as Cloze. It does not provide this function. Recommendations to others considering Dubsado: Once you figure out the pieces of the tool and put them together, it relieves a lot of the daily operation ...

"Better Than Most CRM Out There"

What do you like best about Dubsado? It's easy to use and very reliable. I really love the workflow feature best because it makes it easy to outline the work that needs to get done and have an internal and external timeline. What do you dislike about Dubsado? There is no app for this crm yet and sometimes, it's hard to use the website on a mobile phone or tablet. I am looking forward to the launch off their app for mobile phones and tablets. What problems is Dubsado solving and how is that ...

"It Made a Big Difference"

What do you like best about Dubsado? The automations are super helpful and made all the difference when I began to scale my pet photography business. I love being able to set up different workflows and let it run automatically in the background or send me reminders so I don't forget anything in my client experience. Also, the contract tracking is amazing! What do you dislike about Dubsado? The worst part about Dubsado is that it is not an easy system to move from or to download all your ...

"Great CRM for Small Businesses, Consultants, and Service-Based Businesses"

What do you like best about Dubsado? Dubsado is a great all-in-one tool for consultants and coaches who offer both preset packages/offers and custom offers. It combines all the essential functions of a front-end CRM, including scheduling links, lead forms, questionnaires/surveys, proposals, contracts, and invoicing manually and with autopay. You can set up one-time payments, payment plans, and recurring invoices. It's also easy to set up and white label for your brand. My clients love the ...

"Good tool from the available ones."

What do you like best about Dubsado? The best part is how you can send branded proposals, and link your proposals to contracts and invoices. I also like how you can link invoices to your scheduler. The workflow feature helps set automation for the usual admin steps. I also like how strong and active their community is so you can always get answers to your questions. What do you dislike about Dubsado? Certain missing features include how you cannot set up project management or task boards, ...

"Good Automation for Solopreneurs"

What do you like best about Dubsado? The way you can design the proposals, questionnaires, and other forms makes it competitive when compared to other brands as you can design branded forms. The workflows that you create are great as well and can take care of the usual admin steps in most cases. What do you dislike about Dubsado? The user interface is not very intuitive. Of course, some certified specialists can help you set up your account but that doesn't help as they are very expensive. ...

"High learning curve, but soooo rewarding!!! Dubsado is the best CRM/Client management system!"

What do you like best about Dubsado? The versatility and the software makes Dubsado one of the best client management softwares out there. It includes an invoice system, CRM and basic email features. It also includes templates for many situations, like replies and invoice reminders and much more! What do you dislike about Dubsado? At first, I found myself being overwhelmed by all the features that Dubsado offers, and pretty much found a new awesome feature behind every button. Not a bad ...

"affordable software for small business owner"

What do you like best about Dubsado? I like that I can write form responses to some of my most common emails so replying to customers and sending them contracts, invoices and proofs to approve are very quick. I also like that I can automate reminders about upcoming payments or late payments. This has really cut down on the number of clients who are 60 days or more past due. Clients with the same monthly recurring payment can be set up automatically so you don't have to create an invoice for ...