Are you a bookkeeper, accountant, or virtual assistant who wants to create workflows, schedule appointments, and build relationships? What if you can place your hands on an all-inclusive tool that can help you send contracts and invoices, schedule appointments, manage projects, send emails, get paid, and more all within the same software? If your answers are a big yes, it’s time for you to read more about the CRM tool Dubsado.
What is Dubsado?
Dubsado can be described as the ultimate Customer relationship management (CRM) for all service-based businesses, especially virtual assistants, accountants, and bookkeepers.
Let us understand what all Dubsado can do with the help of an example. Suppose, Olivia is a virtual assistant with tons of tasks and activities on her plate. She is always working hands-on with different clients basically every single day. To avoid work burnout, Olivia will require software that can help her streamline and systematize all work processes. She needs software that would enable her to send contracts and invoices, send emails, schedule appointments, manage projects, create workflows, stay organized, stay connected, and more.
Olivia also needs to cut out the repetitive activities with automated workflows and deal with confirmation emails, payment reminders, and recurring payments. This is where Olivia trusts Dubsado to deliver. Dubsado helps Olivia take care of endless tasks and activities automatically without requiring her physical presence at all times. That feedback survey that Olivia needs to send to clients when offboarding? Dubsado can take care of that. That initial inquiry emails after clients have filled out a lead capture form. Dubsado can send that. That part of the invoice that Olivia needs to set up on a schedule. Dubsado will send that, too.
Let us access some other advantages of Dubsado to gain a clear and complete understanding.
Benefits Of Dubsado
- Helps you capture leads and automatically move them into your sales processes
- Requests and collects testimonials and feedback from clients
- Sends proposals, contracts, and invoices in a unified document (talk about streamlined!)
- Schedules appointments (with reminder emails and automated confirmation)
- Reminds you and your team about internal tasks that are pending
- Encourages past clients to continue working with you or even sign up for new/additional services you provide
- Creates “set it and forget it” workflows to welcome and onboard clients into the business
- Syncs appointments with the external calendar so you don’t ever miss out or double book
- Stores all communications, notifications, and documents in a convenient client portal for the clients to access at any time and from anywhere
- And more!
Everything is truly all in one place with Dubsado. As soon as you open up Dubsado, you’ll be taken to an intuitive and easy-to-use dashboard where you can view how many invoices are left to be paid, what’s your financial goal progress, how many contracts need to be signed, etc. without you ever having to hunt for that info. As soon as the clients choose their package on the proposal, they will be redirected to sign the contract. Easy, peezy, lemon squeezy!
In fact, Dubsado can help you avoid the pricing of virtual assistance and popular tools such as DocuSign, Wave, Trello, QuickBooks, Calendly, Toggl, and Acuity as Dubsado performs everything just like they do. Just think about how much money you’d have spent monthly on all these tools. It’s a no-brainer! Dubsado will help you save a fortune, and it’ll save you oodles of time, too.
Need more Dubsado assistance on how to set up your account, how to use forms, how to use the client portal, or just a simple walkthrough of all Dubsado features? At Dana Sacco, we would not have recommended Dubsado to you if we didn’t think Dubsado would be an absolute gamechanger for your business, and trust us, we do! Please feel free to have a word with us.
Affiliate Disclaimer: Some of the links on this page are affiliate links. This means I get a small commission if you purchase through this link. However, I make it a point to only share tools and resources I truly trust, love, and use
I’m Dana, a small business systems GENIE! As a mom of 5 kids, a wife, and a grandmother, I am someone who has worked from home in multiple businesses for the last 30 years, and I get it. We are tired and need systems in place in order to make it all work and achieve some semblance of balance! I love order and chaos all at once and when I see a problem, I map it out in my head to make it work.
I’m an avid reader and learner as well as a woman who needs color coding in her life to make it work. If you haven’t guessed yet, my favorite color is purple and family is life.