6 Ways Dubsado makes managing clients easy
After being in business for a few years now, it’s shocking that it took this long to start using a client management system. Maybe you’ve seen the acronym CMS and skimmed over them without much of a thought. If you’re struggling to keep up with all the emails, scheduling, contracts, invoicing, questionnaires, plus individual project work… it’s time you start thinking about using a client management tool.
Now, I’ve tried my fair share of free apps and paying for yet another business tool wasn’t exactly on the top of my to-do list. But, this client management system is seriously a game changer.
Dubsado is a fairly new online platform, in that you probably haven’t heard of it as much as some other popular ones. It’s a client management software that you can use for bookkeeping, invoicing, lead tracking, job management… not to mention the ability to automate your CMS.
Automation changes everything when you’re doing it all yourself.
After starting with the free trial in Dubsado (you get 3 free clients, not limited by time) I quickly realized that this wasn’t a business tool I could live without while still offering services.
Here are the 6 ways Dubsado makes managing clients easy
For starters, workflows are how you automate your CMS in Dubsado. You can set up individual workflows and assign them to any job you like. Workflows automate when certain things are sent out: from your welcome emails to, to sending out contracts & invoices, and telling your clients what to do next. Workflows not only save time, but helps you know exactly what still needs to be done. It’s a project management and time management love child.
Lead generation and questionnaires are a breeze with Dubsado forms. Replace contact forms on your website to immediately capture client leads and have client questionnaires ready to go so they’re automatically sent within a workflow. Plus, once the project is done, send another questionnaire to gather both feedback and testimonials.
Write email sequences for different services, set them up within a workflow, and you’re good to go. Canned emails to save time, energy and get things done faster once it’s all set up.
One of the most useful parts of Dubsado is the fact that you can send contracts and collect e-signatures. If you are a service based business, you know how much you need to make sure that you’re using contracts to protect both you and your client. Not only can you customize your contract to fit each client, but you can also collect e-signatures so that your clients can sign your contract from no matter where they are. Plus, set up contract templates for specific projects to auto-fill client information.
Each job within Dubsado has the ability to share a client portal. Client portals are how your client can access all of their contracts, invoices, and forms right in Dubsado. Now, if a client misplaces their PDF of something, they can hop into your fancy CMS and grab it without having to email you about it.
Not only can you add your logo on all documents, but you can also customize your brand colors within the Dubsado client management system. Being able to customize your branding ensures that everything fits your brand. Plus! You can customize the button colors that your clients click to access different contracts/invoices/forms in the emails you send - awesome!
Having all of these new tools has made capturing leads (people interested in your services) and turning them into clients so much easier. I especially love that I replaced all my contact forms on my website with Dubsado forms, to put leads straight into my account and through a workflow that auto-replies to them.
Dubsado also has an active Facebook community for users. I love how involved the owners are in listening and creating new features from the feedback they're getting straight from the people using their program.
Use the promo code INNERCIRCLE to get 20% off when you sign up for your own Dubsado account. If you're more of a try before you buy kinda person, sign up for a free trial. You get your first three clients free!
This post contains affiliate links, which means I receive a small commission if you make a purchase using the link. I only recommend what I use and love :)