Dubsado Explained: How Your Life and Business Can be Simplified
Business owners are always looking for ways to make their lives easier. Who doesn’t want a smoother, easier life? Dubsado is a great way to make your business run more smoothly and take a lot of busy work off of your plate. Using CRM’s like Dubsado make it possible for business owners to have more free time to do what they actually love doing. Let’s dive into how Dubsado can simplify your life.
What is Dubsado Used For?
Dubsado is a CRM (customer relationship management) system that is designed for automation and smooth business to customer interactions. It sounds a little complicated if you don’t know how CRM’s work or how they incorporate into your business.
No worries, that’s what we’re here for! Let’s break this up and make it simpler to understand.
Key Features
Dubsado is jammed packed full of valuable tools that make business owners wonder how they ever went without it. From automation tools to sending branded invoices and beyond.
Customizable Form Templates
There are so many customizable forms and templates to choose from and Dubsado makes it easy to make them 100% on brand for you and your unique business. You’ll be able to create contracts for clients, lead capture forms, questionnaires, and even business proposals! All in one convenient place.
Online Invoices
Send invoices to your clients with ease right through Dubsado. Clients will be able to securely pay you conveniently online. Ever have a client that is a little forgetful and misses payments? Set up automatic reminders to send to your client so that you always get paid on time. Who doesn’t want that?
Automation Made for You
Dubsado’s automations make your life simpler by taking away the headache of doing day-to-day busy work. Easily set up work-flows that take care of themselves without you having to press a single button (other than setting it up of course). Set your own triggers that set up your customized automation. Emails, forms, invoices, scheduling, reminders all taken care of.
Online Scheduler
Dubsado takes the back and forth out of finding a time that works for both of you. Your clients can simply book time with you on your website from your calendar and see which day you have openings. Now your appointments, sessions, and meetings will all be perfectly coordinated.
Unique Client Portals
It can be difficult to keep all client information separated. Sometimes things get jumbled when you have a lot of emails, invoices, or projects from several different people. Dubsado includes unique client portals so that you can keep everything separated within each client’s home base. Never get confused about who you’ve responded to and who you haven’t again.
Why Do We Recommend Dubsado?
Well, it’s simple really. Because it makes your life as a business owner easier.
Automation Saves You Time
We know that being a business owner is a lot of work and if you’ve ever read another blog post from us you know that we’re firm believers in automation. This is such a simple tool but it can make a world of difference for you and your sanity.
Automation allows you to spend less time on the things that no one likes to do and more time doing the part of your job that you love. Whether that’s spending more face time with clients or freeing up some time to be home more. The bottom line is that automation saves you time and that means you’re getting time back.
Dubsado Keeps You Organized
We know that being a business owner means you have a lot on your plate. We also know that sometimes your plate overflows causing a couple things to get dropped. Tools like Dubsado are tremendously helpful on those days where you feel like you’ve got a million things to do and that something is being overlooked.
The client portals keep everything separated from each other, the automations take care of things for you so they don’t slip your mind, and the online scheduler makes sure both of you know when your appointment is coming up.
How Does it Work?
Dubsado is a customer management software and it’s pretty simple to use. You don’t need to be a brainiac to get started and if you’re thinking about purchasing a plan, this will help you get started.
Choose a Plan and Create a Dubsado Account
Choose a plan that fits your needs (we’ll go over different plans shortly) and create an account. There are different features included with each plan so make sure you’re familiar with what the features do and which ones you need as a business.
Start Creating Projects
Everything is organized into sections called “projects” in Dubsado. Everything that has to do with a specific client, event, or inquiry can be put into its own project section. All client related information like emails, specific workflows, contracts, questionnaires, sub-agreements, invoices, and tasks will be organized into their respective projects.
Make Your Life Simpler
Once you have your projects created you can create all your workflows for each client and see how much simpler your life will be.
Have fun with this! Set up anything and everything you think would be beneficial for you and your team.
Give it some thought. What would help you focus on the things you want to focus on? Are there things that would give you more time? Think of things you have trouble remembering to do. Does your team need help working for efficiently?
Dubsado Integrations
Integrations are another great way to streamline your business and get the most out of your time. Basically, integrations are connections that can be made with other apps or softwares. Let’s take a look at just some of the available integrations that Dubsado has to offer. Here is more information on Dubsado integrations.
Quickbooks
This Quickbooks integration is sure to help you take the stress out of money handling. Let this integration help you with invoices and billing.
Zapier
Zapier is famous for its automations, workflows, and integrations. If you already have a Zapier account and have workflows set up there, it’s easy to connect it to Dubsado!
Video Conferencing Apps
Make your meetings easier by connecting to video conferencing apps like Zoom. You can get reminders for meetings and automatically send the video link to participants.
Calendar Apps
Connecting with calendar apps will ensure that you’re always on top of your game. Connect your Google Calendar so that you get notified whenever you have a deadline or due date approaching.
Dubsado Pricing
Dubsado makes pricing easy with just two plans: starter and premier.
Starter
Obviously this plan doesn’t include as many features as the Premier plan but boy is it jam packed full of amazing tools.
The starter plan is $200/year or $20/month and includes everything you need to get started on an amazing automation plan for your business.
This plan includes email integration, unlimited projects and clients, invoicing and payment plans, form and email templates, client portals, calendar connection, and one active lead capture form.
Premier
It would be pretty hard to top the Starter plan because it includes so much, but the Premier plan has even more tools you might find yourself needing.
The premier plan is $400/year or $40/month and includes everything the Starter plan has with the addition of unlimited lead capture forms, bookkeeping integrations, scheduling, automated workflows, public proposals, and Zapier integration!
Dubsado Best Practices and Tips
Don’t Compare Yourself to Other Dubsado Users
Every business is uniquely different. Even if you know another Dubsado user your accounts, workflows, and processes are going to be totally different! Maybe someone you know has a lot more workflows than you do and you think you’re falling behind. This isn’t the case! Make sure that your workflows and processes make sense for YOU and your brand before you go changing things to be like someone else.
Utilize Templates
You don’t need to set up any workflows or automations to start using and saving your favorite templates. Templates might be overlooked as a time saver because they aren’t automations. But saving templates in your Dubsado account will save you tons of time by allowing you to quickly get the email you’re looking for instead of starting from scratch every time.
Test Everything
The last thing you want is to send out an email only to find out that your template didn’t send or that it sent to the wrong people. Testing things out before you click send will help you be more successful. Another tip is to create a fake client to test everything out on, that way you’re not testing it out on real clients!
Practice Practice Practice
It can be a little overwhelming if you have a complex workflow to set up since there will be a lot of steps you need to complete. Practice is the best way to get better and make sure that your workflows are set up correctly. Workflows will have errors or might not work the way you want them to, but don’t give up! Dubsado is designed to make your life easier. Once you figure it out, you’ll be so glad you stuck with it.
Similar Tools
HoneyBook
Dubsado and HoneyBook are very similar to each other and you won’t find a lot of differences between them unless you start nit picking. They both offer workflows, templates, automations, scheduling, and online contracts and proposals. Either of these CRM platforms are sure to help you in your business.
One of the main differences, however, is the price plan. HoneyBook has two pricing plans but they both include the same features. You can either pay $39/month or $390/year (They regularly have sales throughout the year, one of which is $1/month for the next six months or $96/year for the next year).
17Hats
This is a common Dubsado alternative that includes many of the same features as Dubsado such as lead generation and management, invoicing, workflows, and finance management. But it also includes booking coordination, time tracking, onboarding, and to do’s. 17Hats is a favorite among solopreneaurs.
There are 3 price plans: Essentials, Standard, and Premier.
The Essentials package is $15/month and includes CRM, online invoices, quotes, contracts, questionnaires, email and document templates, online payments, and online scheduling.
The Standard package is $30/month and includes to do workflows, payment plans, past due reminders, email organization, and bookkeeping.
The Premier package is $60/month and includes client portals, advanced workflows, advanced online scheduling, recurring billing, and Zapier.
Salesmate
Salesmate is popular among consultants and small businesses. It focuses a lot on sales acceleration and increasing productivity.
Salesmate offers 3 price plans: Starter, Growth, and Boost.
The Starter price plan is $12/month and includes multiple pipeline management, workflow management, built-in calling and text, web forms, and a standard dashboard and reports.
The Growth price plan is $24/month and offers product management, goal management, team inbox, custom roles, email reminders and scheduling, and SSO integration.
The Boost price plan is $40/month and includes even more features like team management, voicemail drop, smart activity queue, and increased workflow and sequence limits.
Need Help with Something Other Than Dubsado?
Yes, we know a lot about Dubsado but we’re also here to help you with website design, SEO, and social media management.
We’d love to connect with you and see how we can help make your life simpler by helping set up automations or simply designing a website that works for you and your business.
Contact us today to see how we can help you.
