Dubsado is a CRM (Customer Relationship Management) software that I have used since the start of my business in 2017. It features a full set of tools that I have found the be curated towards creatives that work on a project based jobs. What I think really stands out to me about Dubsado is that they have curated a Facebook community that speaks volumes about who they are as a company, it’s one of the few spaces I feel free in online. The versatility of Dubsado itself is amazing, along with their amazing support team (who will even help you migrate for free). Now, let’s talk about the endless features list of the best CRM I have ever used (I have used many, tried a lot of them, but none them comes close to dubs).
Workflows, Sales Pipelines, and the Versatility of it all
Once again, I have tried many services dubbed for creatives, for photographers, or sole-entrurepneurs, but none come close to the usability of Dubsado. Dubsado is built around one core thing: incoming leads. From there, you decide how your client’s info (job date, deadlines) will behave. From the moment someone fills out your website form, to the time of booking, Dubsado has the ability to automate task like emails, follow-ups, questionnaires, contracts, and even invoicing. Being family-oriented, I like to conserve as much time, and before I was manually sending emails, copy and pasting, and forwarding. It was an uphill battle to keep my inbox free, but with Dubsado, it does all for me through their powerful customizable workflows.
Facebook Community and Support
There are a few Facebook groups that I circle in, and Dubsado is one of them. I have never seen a negative post in there, just people being people and working the Dubsado life! Support is my second favorite thing: detailed articles, in-depth videos, and quick communication (via phone, email, or chat), the Dubs team never stops.
The Scheduler, See Ya Acuity
Currently still in development, Dubs will be adding a wanted thing by most creatives: a scheduler. Need to schedule a consult, or a coffee meet-up, yeah, dubs will soon be able to do this in as simple as sending a link to your persons.
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