Why I’m Loving Dubsado as My New CRM System

I’ve been using Dubsado for a couple of months now and I’m absolutely loving it! I also have a client who uses the system so between the two of us I’ve been able to test out a lot of the features, although I’m sure I’m still not using it to its fullest capabilities. Below are some of my top reasons why I’m loving my new CRM system so far and why I would recommend it to any business.

 

1) Automated Workflows

Want that email sent after the client signs their contract? Check.

Want your recurring invoices and reminder emails to be sent on time every time? Check.

Have a long complicated on-boarding series that is eating up all of your time? Dubsado has got you covered.

Not only that, but if you are having trouble figuring out how to best set up your workflow they offer free 1:1 sessions with someone on their support team to help get you set up.

This feature is really great for businesses whose processes are the same for every client, let’s say a wedding photographer for example. You can set up a proposal form where the client selects the package they want, have them immediately move on to the contract and then make their down payment all in one sitting!

It can be a little more challenging to set up workflows for those businesses whose clients are all a little different. For example, each one of my clients has a contract specific to our agreement on projects, hours and length of time, but I’m still able to work it out.

If you are to the point where the admin tasks are eating up a lot of your time each week then it may be time to start automating some of those processes!

 

2) Drag and Drop Form Editor

If you don’t know how to code or format things well, then no worries, Dubsado can help you create beautiful forms with very little effort.

Firstly, they have a library of proposals, contracts and other forms for different types of businesses so if this is your first time sending out documents to your clients, you don’t have to figure it all out from scratch. But if you want to start from scratch you can do that too 🙂

Secondly, as the header suggests, the forms are drag and drop. So if you decide you need to add in a dropdown box towards the top of your form. Just click on the option, add it and then drag it where you want.

Here is a screenshot of the Elements that you can add to any form.

Screen Shot 2018-04-25 at 9.18.56 AM

Here is a screenshot of what it looks editing text. You can add Smart Fields to your form such as the clients name or their business or dates. This can make the form feel more personal and less of a stock form.

Screen Shot 2018-04-25 at 9.19.41 AM

You can add videos, pictures, package options, beautiful link buttons, text, yes/no responses, drop downs, free response, your branding colors and smart fields. Creating a form has never been so easy- Really!

 

3) Easy Invoicing & Payment

Dubsado connects with Stripe and PayPal so you can easily get paid by your clients. The invoice is sent by email with a link to review the invoice and pay right then and there. You can also set up payment reminder emails to go out at specific times.

The setup is simple and beautiful.

You can also see your financial overview right from the Dashboard. Additionally, you can connect Dubsado with Quickbooks so come tax time you’ve got it all figured out.

Here is a sample invoice.

 Screen Shot 2018-04-25 at 4.28.23 PM

 

4) The Dubsado Support Team

So far I’ve contacted their support team via chat twice since I’ve become a user and they have always been very quick to reply and extremely helpful. As I mentioned above they also offer free 1:1 sessions to help get you set up if you are having trouble.

Their goal is to make the system user friendly and customizable to every business and from what I’ve seen they are doing a really great job.

Their co-owner even frequently pops in to the Facebook community group to answer questions, provide support and see what others are saying. I mean, how many other companies can say that?

 

5) Client Portal

I think this is a huge incentive to their system! Not only do I have a place to keep all of my client information organized, but my clients can also login to their dedicated portal to review their contracts or forms they’ve signed and see all former communication. No more digging through email to find that one email that you know exists! (We’ve all been there.)

This is a feature that I know I’m not using to the fullest capacity and will be diving into more of its functionalities in the future.

Here is what the Client Portal looks like which is all customizable. (Note: I’ve seen some much prettier portal designs than this so don’t let my so-so design discourage you!)

  Screen Shot 2018-04-25 at 4.30.03 PM

Client Portal Bonus:

You can now white label your client portal domain making your system look even more professional. This means you can change out the dubsado domain to your url to your domain. #winning

This is just one example of a new feature that they’ve introduced recently. In fact, they keep a blog post updated on what features they are working on, what’s upcoming and what is an idea for the future. Now that’s a Bonus!

 

It’s True, It’s Not All Rainbows and Butterflies

Of course I’ve come across a few limitations in the system that I feel I should also cover.

  • It has limited connections with Zapier and with outside systems. Reading the posts in the Dubsado Community Facebook Group, some of the most common questions seem to ask how to connect an existing system they use with Dubsado. Sometimes there are good solutions and sometimes not. I’m sure these will come with more time, but it would be nice if an action in an outside system, like a course being purchased through the host platform could trigger an action in Dubsado like sending a contract or form.
  • They have some really cool features in the works like their own booking system, but for people like my client it can’t come soon enough, especially since there are few zaps available for the most popular scheduling systems.
  • While the interface is fairly simple, it did take me some time to get everything set up. I watched a lot of videos on their blog and spent time editing, saving, checking, editing again, saving, checking, etc. It was a bit tedious at times, but honestly once you are set up than it’s more maintenance than anything.

 

Summary

To sum up, if you are looking for a CRM system to keep you organized, look professional and get some automations set up, Dubsado is a great option!

It is free for the first 3 clients so you can try it out with no strings attached. Seriously, your first 3 clients are free so you can see exactly how it all works and whether or not it would be beneficial to your business with no time limit attached.

Although, I do think it’s completely worth it for most businesses to purchase the system once you see what it will do for you.

If you are interested, you can get 20% off your first month using my affiliate link. If you have any questions about Dubsado or want to leave a comment you can do so below!

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