What Can Dubsado Do? The Preferred Online CRM Software for Small Businesses
Are you a coach, virtual assistant, or any other service-based business owner struggling to manage your client onboarding process? If so, you've probably heard of CRM software and wondered how it could help streamline your operations.
I wanted to take some time to dive deep into one of the most popular CRMs out there for small business owners: Dubsado. We'll explore what Dubsado can do for you, especially when it comes to client onboarding, and how it can transform the way you handle your business.
What is Dubsado?
Dubsado is a powerful online CRM software for small businesses designed to help you manage your clients and projects more efficiently. CRM stands for Customer Relationship Management, and Dubsado does just that – it helps you keep track of client interactions, manage projects, send invoices, schedule appointments, and much more. For service-based businesses like coaches, virtual assistants, and online content creators, Dubsado can be a game-changer.
What is Dubsado Used For?
Dubsado is a versatile tool that can handle a variety of tasks related to client management. Here are some of the key functions Dubsado can perform:
Client Communication: Manage all your client emails and messages in one place.
Invoice Sending and Tracking: Create, send, and track invoices, and accept payments online.
Forms and Contracts: Fill out forms, gather information, and get contract signatures with ease.
Scheduling: Schedule calls and appointments without the back-and-forth of email exchanges.
In essence, Dubsado is designed to simplify client onboarding and offboarding, making your workflow more efficient and less stressful.
Main Features of Dubsado
Let's break down some of the main features of Dubsado and how they can specifically help with onboarding new clients.
1. Invoicing
Dubsado allows you to create, send, and track invoices effortlessly. You can also accept payments online.
Benefit in Onboarding: Simplifying the payment process during onboarding ensures that clients can easily settle initial fees, providing a seamless financial transaction experience and allowing the project to commence without delays.
2. E-Signature Contract Signing
Dubsado includes e-signature functionality for contracts and agreements. You can send contracts and agreements to clients by email manually or automatically to get them signed for them to secure your services. Once signed you will get notified for you to countersign as the business owner.
Benefit in Onboarding: Integrating e-signatures in the onboarding process speeds up the contract signing process, making it convenient for clients to agree to terms and begin work promptly, without the hassle of physical paperwork and scanning documents back and forth.
3. Forms
You can create custom forms and questionnaires to gather essential client information. This is ideal for sending initial client intake forms to gather general details, gathering feedback after service and sending a form for feedback and revision on a design project. These are all safely stored in the client's project to be referred back to at any point
Benefit in Onboarding: Using customized forms and questionnaires during onboarding helps collect all necessary information upfront, ensuring that you understand the client's needs and expectations from the beginning, which leads to better service delivery.
4. Client Portals
Dubsado offers personalized client portals where clients can access their contracts, invoices, and project details. Helping them to help them selves for when they need to view all of their paid invoices or any forms. In my opinion I think this adds value to any service.
Benefit in Onboarding: Providing a client portal allows new clients to easily access and review important onboarding documents and project updates, enhancing transparency and communication from the start.
5. Reporting
Dubsado allows you to view financials and marketing sources in the form of reports, letting you see where your leads are finding you, what money you are owed, and what services are bringing you the most revenue.
Benefit in Onboarding: Be able to track and see where your leads are coming from to determine if your marketing efforts are paying off.
6. Appointment Scheduler
With Dubsado, you can send your calendar out to clients so they can access available times to book a meeting or a call with you. You’re able to create custom meeting types and set your availability. Clients can only book those meetings during your available times.
Benefit in Onboarding: Client intake calls and discovery calls can automatically be booked when your link is shared with them, eliminating the need for back-and-forth coordination.
How Dubsado Can Automate Your Admin Tasks
One of the standout features of Dubsado is its ability to automate your admin task through its feature of Workflows.
Workflows are an incredible way to streamline your client management! With them, you can automatically send forms, emails, scheduling invitations, and more to your clients through a project. A workflow can also update a project's status or add tags to project. The potential uses are practically limitless!
Automating the onboarding process means that new clients receive all necessary documents, welcome emails, and follow-up reminders without manual intervention. This ensures a smooth and consistent experience for every new client.
Who is Dubsado For?
Dubsado is incredibly versatile and can be used by a variety of online small business owners or those that operate in person, including:
- Photographers
- Coaches
- Painters
- Labour contractors
- Event Planners
- Interior Designers
- Organizers
- Copywriters
- Brand & Web Designers
- Bookkeepers
- Virtual Assistants
- Online Business Managers
- Dieticians
- Fitness Instructors
And more!
Try Dubsado for Free Today
Dubsado offers a free trial, so you can explore all its features without any financial commitment. If you're looking to simplify client onboarding and improve your overall workflow, give Dubsado a try and see how it can transform your business operations.
Dubsado is a powerful CRM software that can simplify client onboarding for service-based businesses. By using Dubsado, you can streamline your client communication, invoice sending, contract signing, and more. This not only saves you time but also ensures a smooth and professional onboarding experience for your clients.
So why wait?
