Welcome to Dubsado - the last CRM you'll have to try! We're so happy to have you. We've created this step-by-step tutorial with our best tips, tricks, and hacks to getting your clients moved over quickly.

‍Learning to use Project Statuses and Project Tags effectively in Dubsado can be an organizational game changer!  This blog is to help you understand each feature more fully and get ideas for how to use them with your clients and most importantly - save you time!

Hands raised if you’ve ever sent a proposal to a client? Chances are, if you’re reading this blog, you’ve sent proposals in your business or you know you need to start but you’re not entirely sure what a proposal even is.

You may initially think of the “contact” page of someone’s website for example, the standard 3 questions Name Email Message, but we’re going to help you take that one step further by giving you the exact breakdown of what you should ask for on a lead capture form and why it matters.

When businesses think of automation, they assume that means they won't be able to create a customized experience for every single client. Heather is here to share how you can overcome that belief and start using automation in your event venue business.

Have you ever thought, "what should I include in my workflows?" We're taking this one beyond the logistics of building a Dubsado workflow and diving into what really makes a workflow powerful.

How important is having a strategic & stunning proposal and seamless process to go along with it? I say it’s essential if you want your dream clients thinking “heck yes, where do I sign!?” 

By planning your client process before you begin your Dubsado set-up, you’ll be able to map out every detail of each phase to ensure you don’t forget to write any emails, create any schedulers, or skip any steps when setting up your workflows. Having a documented client process will also ensure you deliver consistent client experiences.

While I loved my clients and was really good at the work I was being hired to do (setting up their systems!), I was absolutely terrible at the admin side of my own business. Long story short, I found Dubsado and it changed everything.

Certified Dubsado Specialist, Kelly McCracken not only breaks down how to map out your inquiry process and identifies what you need to create for it, but she also shows us HOW to bring that process to life.

Dubsado forms make it easy to collect the information you need from your clients. Gone are the days of sending emails back and forth to work out the details of your next project... just send your client a form and you'll have all the info you need in one place.

After you get your branding and login set up, the next order of business is connecting your payment processor, email account, and calendar! These settings are essential if you want to take full advantage of everything Dubsado can do for your business.

When you attach a workflow to your lead capture form, Dubsado can respond to your new leads for you!

A referral program is simply a process where you reward customers or collaborators for spreading the word about your product or service. And Krystal shows us all how to do that in Dubsado.

Getting started in a new system can be intimidating, and time consuming. To help you cut down on the learning curve, we've identified five key things to know about Dubsado that will greatly impact your experience as a new user.

This article will help walk you through on how to create a scheduler template that can be shared publicly or embedded on a website. This will allow clients to book short photography sessions with you. The booking process will be entirely automated.