Why I Think Dubsado Is The Best CRM


Are you constantly fussing about workflows, project documentation, and the like? Do you often find yourself scrambling for contracts, invoices and other documents that are essential to your business? Ever think that emailing potential clients back and forth can be a little too taxing at times? Well, you are not alone! I was feeling the exact same things some time ago.

But by a stroke of luck, I stumbled upon a brilliant tool that has significantly helped me automate the most time-consuming aspects of my service-based business. In this increasingly competitive world, “just getting by” is not enough. You need to have a clear-cut vision of what you want to accomplish and how you are going to execute it. Having an efficient workflow is a great way to start and with the help of Dubsado, everything became a breeze. I found the perfect CRM! The only thing left for me to do was to create systems and workflows that would work for my business. So, I did! And guess what, I have completely utilized Dubsado to increase my efficiency. 

Imagine the time I saved because I streamlined and automated my business! Now, I don’t have to email my leads back and forth just to set up a call, or have the client sign the contract and pay the invoice. 

Dubsado has so many features that I have utilized and loved — from automating workflows and sorting out documents to keeping track of time and finances. It is a truly powerful tool for a digital entrepreneur like myself.

Here are the best Dubsado features I really love and why I think you will, too.

Easy Proposals

The constant updates of Dubsado to make their service provisions amazing is beyond compelling. After several updates, viewers or targeted audiences can instantly view what you offer and what you’re all about. What’s even more jaw-dropping is that once you persuade them to avail of your services or products, it can send a contract to them in a jiffy and they can choose their payment plans. All in one click!

Instant Lead Scheduling

Another great thing about Dubsado is their convenient and integrated scheduler. When proposals are available to the public, a prospect looks into the services that you can provide, and if that piques their interest, they can book an appointment with you through the scheduler. No need to get their information on a form (unless you want to), the scheduler will automatically coordinate the client’s available time with your daily work so that getting that deal is the only thing that you must stress out.

Intuitive Recent Tabs

There’s nothing more refreshing than being able to look at your progress and the tasks you’ve accomplished in a day. With Dubsado’s recent tab, you know what tasks you need to work on and what projects you were able to accomplish. You can look into the invoices that were not yet paid, sign contracts that need to be sent, and more!

Recurring Client Invoices

It’s so easy to get lost and drown yourself in a sea of tasks and forget your priorities. Since computing and itemizing line items for your invoice can be daunting, you can rely on Dubsado to get it off your hands. The power of automation can be felt with Dubsado. You never have to worry about missing an invoice period again.

If you don’t have a favorite partner-tool for your entrepreneurial venture yet, I suggest that you try Dubsado for a change! The tool gives you a free one-month trial, and this is your chance to get a feel and optimize what this tool can provide for your business. If it’s not to your liking, you can remove it and return to your old and reliable application. But, if there’s one thing that I discovered about Dubsado is that every feature will make you fall in love with the tool. Take it from me, I’ve been there.

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