Dubsado

"A Great CRM for Beginners (Despite the Learning Curve)"

What do you like best about Dubsado? I love how everything is organized in one place around my projects. It is an excellent software for client communication, invoicing, proposals and contracts, and consolidating all client information in one place. I like being able to send clients emails through their system when required. It helped me so much when starting my business because they have a free trial of 3 clients instead of days, so it gave me enough time to test it out and get used to the ...

"Great tool for small businesses"

What do you like best about Dubsado? I like how many features and functionalities Dubsado has. Their customer service and training are great. They are a powerful tool for any small business. What do you dislike about Dubsado? I wish it connected with more third part tools and solutions. Recommendations to others considering Dubsado: Dubsado is a great tool for any small business. They have a lot of features and functionality and continue to add more, which makes it a great out of the box ...

"User Friendly | Helps for Small Teams"

What do you like best about Dubsado? Helpful to assign projects & manage workflow for projects/clients. What do you dislike about Dubsado? The interface. Many PM tools use bold colors to help organize & distinguish items/tasks. Would be helpful if Dubsado used this in their interface. Recommendations to others considering Dubsado: Assess what the individual needs of your organization are before choosing Dubsado. Try other PM tools and see if it is a value add to successfully completing your ...

"Perfect tool to manage all my work in one place"

What do you like best about Dubsado? Without a doubt, it should be noted that it is a platform that has everything to learn how to manage work, provides the right tools to do all the work as you need to do it, even to learn how to do it better and better, provides what is necessary to learn to use the platform, each tool that composes it as well as the functions they impart to make the whole process easier and more fluid. It is possible to manage payment plans, their corresponding ...

"Just about everything I need"

What do you like best about Dubsado? I love all the features Dubsado has as well as their amazing and responsive customer service. Their team is helpful, wicked smart, and even fun. What do you dislike about Dubsado? There are a few features like project management sharing that could be added but not much else. Recommendations to others considering Dubsado: Though set up needs time to do in the right order, this powerful system saves hours and hours once it’s done. Watch the tutorials ...

"Replaced 3 softwares for less money"

What do you like best about Dubsado? First off the support is amazing!!! The software does everything we need it to do and our team REALLY loves the fact we can have all our agreements, invoices (recurring too), briefing documents and opt-in forms all located in one section and tied to one client and we can also had workflows and automations that have saved us HOURS!! What do you dislike about Dubsado? Some parts that i think could use a little more work is the customization of the ...

"Dubsado - useful and intuitive"

What do you like best about Dubsado? This is a convenient way to automate communications and keep track of leads. The foms have a lot of options to style them, so they werent just plain basic form boxes. They had examples of automations which you could use to finalize your own. There was also help from Dubsado to make sure you got set up OK. The interface is easy to understand and see what's going on at a glance. We haven't used the scheduler yet. the tasks and calendar being in the same ...

"It ain't perfect, but it's the best we've got"

What do you like best about Dubsado? Love the workflows and the canned emails features. Love the forms and questionnaires. Love that there is a scheduler integrated, along with invoicing, accounting, etc. A true multi-tasker that is incredible value for the number of features and uses. What do you dislike about Dubsado? Some things just don't work the way you need them to. They *mostly* work how you need them to, but sometimes there just aren't enough features that are integrated yet. So ...

"Business Management helper"

What do you like best about Dubsado? That I can send contracts to my clients, as well as communicate with them and it tracks everything. It allows me to also note anything I need to. What do you dislike about Dubsado? It is a lot of steps to learn when setting up and sending contracts to clients. Their portal doesn’t always work either so I have to resend. What problems is Dubsado solving and how is that benefiting you? Managing and communicating with my customers. Benefits are is that it ...

"It was good but it's more for freelancers or people who charge by the job"

What do you like best about Dubsado? I really liked that the interface was beautiful and nicely laid out. I could set up invoices, descriptions payments and contracts easily. Under each client, I could set up a new invoice in seconds, or pull up their past history. I didn't use Dubsado for too much other than client billing and signing of client agreements. What do you dislike about Dubsado? I have to set up each client in the Project section. But I don't go by projects or job, I go by ...