Allow clients to access contracts, pay invoices, and fill out forms that you need to complete your project together.
Embed a lead capture form on your website to collect inquiries quickly and easily.
Pitch your pricing to a lead directly or sell your goods and services by embedding a proposal on your website.
Make it official in just minutes using our e-signature contracts & sub-agreements.
Cut out the back-and-forth by collecting all the info you need in one quick, easy form.
Just like you, clients love being able to see everything in one place. Your clients no longer have to search through their emails to find and sign the contract, submit invoice payments, or wonder if they've completed questionnaires you've sent their way.
Set a custom password for each client portal so your client & project info is kept confidential. You can also embed a client portal login page on your website for easy access.
You know how we are with customization here at Dubsado and the client portal is no exception! Put your favorite brand color on full display so your clients feel right at home in their portal.
I set myself up on Dubsado in the later half of 2020 when my business model 100% changed due to COVID. Thank god I did, as my business has EXPLODED almost overnight. I would not have been able to manage my inbound leads, proposals, contracts, and invoices without Dubsado. I on-boarded myself JUST in the knick of time to manage clients during this busy holiday season. Thank you Dubsado!
Customize workflow actions to be triggered by specific conditions or at certain times.
Create task reminders within a workflow for you and your team to stay on track with each project.
Use workflows to tag projects and change project statuses for quick and easy organizing.
Set up recurring invoices that automatically collect payments from clients, like a subscription.
Send automatic reminders to notify your clients about incomplete forms or upcoming payments.
Create templates for workflows, forms, proposal packages, canned emails, and more.
Every dollar counts. Dubsado helps you stay on top of your profits and losses.
Compare month to month financial history and view profit breakdown.
Organize your income and expenses into different categories.
View all invoices that are past due with a single click.
Set annual or monthly goals and track your progress along the way.
Keep track of every conversation with organized email threads that are easy on the eyes.
Use tags and statuses to categorize and search for projects easily. Future-you will be grateful.
Create task boards for you and your team to stay on track, or share boards with your clients to reach goals together.
Keep track of your time spent on a project, or apply billable hours to an invoice.