MUST HAVE CRM: Dubsado - Allowing Online Small Business Owners to Automate Repetitive Tasks.
Dubsado is the perfect system to set up in your business to be able to:
Set up a solid foundation in your business that you can operate from
Bring new clients into your business with ease and know that you are going to WOW them with your sleek onboarding process
Know that you can easily track and follow up with open invoices so you can get paid on time
Know in a matter of seconds exactly how many leads you have in your business and know who you should be following up
So what is Dubsado?
Dubsado is a Customer Management Relationship System (CRM for short) that allows you to manage your clients with ease and allows you to auto tasks in your business. Its robust features will allow you to offer your clients the best possible customer service that will leave them feeling valued.
Also, as a CEO of your business, you will be left knowing the exact status of where each client is in your onboarding and offboarding process for all of your services.
How can it help my onboarding process?
Dubsado can allow you to onboard new clients with ease with the help of Workflows, which brings automation to life in your business.
As the onboarding of services is most often repeatable from client to client. Such as the tasks of sending a proposal, getting a contract signed, sending an invoice for your services deposit and sending an intake form to be filled out. Dubsado allows you to set out a workflow that implements a consistent process for the onboarding of your services.
This ensures each client that signs on to your services, receives the same onboarding process to ensure crucial steps, such as getting a contract signed are not missed.
How can it help my lead tracking?
Dubsado Project Dashboard is your go-to place to track and see what leads you have. This dashboard is customizable so you can organize your Leads based on your services, how hot or cold they are or where your leads are generated from. Tags can be added manually to help you categorize your Leads further if you wish.
Leads can be organized easily on the Project Dashboard or automatically with the help of Workflows as a Lead goes through your sales funnel.
How can it help me save time sending invoices and contracts?
Workflows! Workflows! Workflows!
In Dubsado having Workflows are key to helping you save time on repeatable tasks in your business.
Making invoices and editing contracts is essential in business but also can take up a good chunk of your time. With Dubsado, your services can be templated with the help of Dubsado Packages. So once they have been created once, the next time you go to create an invoice for the SAME service, it can be added to an invoice in 2 seconds with a simple click of a button.
Furthermore, with your SUPER important contracts, these can be templated to and have automatic fillable fields using Dubsado’s Smart Field feature. This means you do not have to go through your templated contract filling in your client’s name in 20 different places, it can be AUTOMATIC with the help of Smart Fields.
How much can it automate in my business?
ALOT.
From your onboarding process to asking for testimonials, getting payment plans paid, offboarding process, and the compiling of income reports. A whole heck of a lot can be automated with the help of Dubsado.
The primary feature that allows for automation in Dubsado is their Workflows, of course. This is the main feature that business owners go crazy for after setting up Dubsado in their business.
Having Dubsado Workflows set up in your business can help you send emails, contracts, forms, scheduler links, invoices, change project statuses on your Projects Dashboard and more automatically to your clients and leads.
How will Dubsado WOW my clients?
With the possible automation from Dubsados Workflows, your clients will receive prompt communication from you so they are kept in the loop about their paid services.
Furthermore, because Dubsdao is all about saving you time. Emails, forms and contracts can all be templated using your own branding. So any correspondence that your clients receive can have your own custom branding, leaving your clients impressed you took the time to ensure every piece of correspondence is on-brand.
Is it affordable?
It sure is. Of course, when paying for the whole year upfront you will save.
Currently (prices are subject to change) Dubsado’s monthly plan will cost you only $40 a month. Now that is not a bad deal for all the time you are going to be saving with the possible automation that is offered. Dubsado is like having your very own Virtual Assistant on hand!
HAVE YOUR DUBSADO SET UP FOR YOU IN 1 DAY!
Have your Dubsado completely set up for you so you don't need to feel overwhelmed trying to find the time to set it up. With your Dubsado set up, all the hard work is done for you:
👉🏼 The setting up of canned emails, forms, proposals, scheduler and more
👉🏼 The mapping out of crucial workflows to automate your operations
👉🏼 The set up of settings to ensure your Dubsado workspace is optimized
Find out more here or book a FREE Discovery Call and be on your way to having your Dubsado set up in under a day!
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