A CRM System for Creative Businesses & Freelancers
Every once in a while we discover some amazing apps that we would love to share with our readers. It is those little victories that just want to make you do a little happy dance. So much so that we want to stand and shout it out on a mountain top. But I guess writing about it will be just as good.
Dubsado is an all-in-one business management tool for creatives, entrepreneurs, small businesses and freelancers. You are able to send contracts, invoices, schedule meetings, project management, client management, questionnaires and other form development, bookkeeping, time tracker app and SO much more... (I ran out of breath and I am sure I missed a few).
A shortlist of who can benefit from Dubsado: #Graphic Designers #Virtual Assistants #Photographer #Custom Cake Decorators #Florists #Midwives & Doulas #Calligraphists #Event Planners #Makeup Artists #Website Designers #DJs & Musicians #Illustrators #Interior Designers #Tradies #Landscape Designers #Architects #Artists #painters and the list goes on.
So what is the big deal? Why is it so great? Well after years of searching we have finally found an app that we can ditch the majority of our apps for and house everything under one roof without having to spend a fortune and streamline our processes at the same time. We had our workflow spread out across several other platforms like:
G Suite – Client correspondence
Harvest – Contracts and Invoices
Gravity Forms – Contact and Lead forms
Quickbooks – Bookkeeping
Calendly – Call scheduling
Don’t get us wrong, we loved working with these tools and individually some we still can’t find any fault with. We just needed a system where we can keep everything all together in one place.
Here are some of the top features of Dubsado:
SCHEDULING
Send or embed your scheduler so clients can easily book with you based on your availability. Create requirements for booking, such as filling out a form or paying a deposit, and set scheduling limits to ensure that clients can only book appointments that work best for your schedule.
AUTOMATION
With automated workflows you can trigger actions such as sending emails, completing tasks, and creating invoices—all without a single click. Additionally, set up automatic appointment and payment reminders personalized for each client.
Get Paid
Send invoices to get paid, either in full or through multiple scheduled payments. Set up automated recurring invoices for subscription-like services. Connect to a payment processor so your clients can pay at any time on any device.
Contracts & Forms
Create form and contract templates to use across any project. Browse our template library or use your own design to build forms that look professional, accessible, and unique to your business.
Client Management
Capture leads and easily maintain one-on-one communication. Keep forms and contracts in private portals for each client. Organize your projects with tags and statuses, and stay on track with task boards for you and your team.
Accounting & Reporting
Track profit and loss, transaction history, and outstanding invoices. Set monthly or yearly financial goals and view your growth over time. See where leads are coming from and keep track of the revenue generated from each source.
Don’t take our word for it – Get the free trial.
If you have a business that you would like to streamline with all the bells and whistles and none of the added expenses then Dubsado could very well be for you. Sign up for free (no credit card required) and you’ll get access to Dubsado for up to 3 users. It can’t hurt to give it a try :).
Still not convinced?
Best of all their customer service is A+ and you can setup a demo meeting with one of the staff members to walk you through all the features to see if it is right for your industry or business. And…..they offer a white glove migration and setup service to help you transfer over all your content from a previous app or software program. Wowie now you have no excuses!
Icing on the cake..
Use our code bhivedesign and you’ll receive 20% off of your first month, or your first year once you decide that it is right for you.
Sources: Dubsado Product Features Page
Disclaimer: This blog post contains referral links which may reward me in the event of a purchased subscription.