Rebecca provides a smooth client experience in her business using Dubsado. Here's how.
"Dubsado has helped me streamline my client onboarding so much! Dubsado has freed me up to focus on the tasks that I do best and that move the needle in my business."
"We have a form on our website that new leads fill out and it auto-populates to Dubsado and begins our onboarding process. The best part is that NO one slips through the cracks!"
"We receive the completed form in Dubsado and- then we email them back with a Branded PDF document that outlines our services and pricing structure. After that, we follow up to set up a 15-minute Discovery call. Once the call is booked I type my call notes in the call log area and task my admin to follow up and schedule a consultation. We offer them dates through Dubsado & Calendly to book a consult with us. Once it's booked they receive an email with the invoice, thanking them and preparing them for their time with me."
"We move clients through a 15 step process (we just recently narrowed it down to 7 steps) we move them along as they go through the project so that we always ensure they get documents at the correct stage."
"We use stripe or e transfer and simply add those links in the email."
Bring in new clients quickly and easily. Use our automated on-boarding process to ensure that leads don't slip away.
Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.
Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.
Fully customize your forms, email templates, and much more. Your clients will never see our branding on anything you send.
Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.
There's a proposal for every kind of business. Clients can make their selections, sign a contract, and pay an invoice, all on your website.
Both plans serve our mission: to help you communicate, schedule, organize, manage your business, and get paid.
Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?
The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.
There's no time limit on our trial and you'll be able to book up to 3 clients before subscribing.
What's most important to us is that you feel comfortable getting to know Dubsado and can truly see if we're the best fit for your business, without a pressure-filled time limit. After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.
Start your free trial today and give all of our features a spin. *No credit card info required
We integrate with Quickbooks, Xero, Zapier, Stripe, Square, Paypal, video conferencing apps, email providers, and calendar apps. Every integration puts more power in your hands. And for more of your favorite apps, we integrate with Zapier, an online automation tool that connects over 1500 of your favorite apps.
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Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.
"Another feature the team and I love is the client portal. We can keep all our floorplans, presentation documents and any other information in one place for them to access. We love having the "button" to link to these documents in an email. It's so much more professional looking than simply attached a PDF ourselves. Our clients are always impressed that we have a portal they can access at any point during the project." View her website.