Chelsea has drastically improved the efficiency, organization, and look of her business by using Dubsado. Take a look.
"Before Dubsado, I ran my entire business through ridiculously long email threads and a bunch of disorganized spreadsheets. It was time consuming, messy and stressful. Since I started using Dubsado a few years ago, my business has become SO much more streamlined, organized and honestly? A million times more professional. Having branded client portals, proposals, contracts and questionnaires has up-leveled my client experience immensely, which in turn has allowed my business to continue to grow. I am confident that I wouldn't be where I am now in my business without Dubsado!"
"Leads fill out an inquiry form on my site which then gets them set up with some basic info in Dubsado. I styled this form using code blocks within Dubsado so that it matches the design of my site. If they sound like they could be a good fit for me, I send them a scheduler link and get a call set up with them. I love that I don't have to spend time manually inputting a lead's info into Dubsado and that getting set up for a consultation call is so quick and easy."
"After our consultation call (assuming we're a good fit to work together), I send a branded proposal. This is one of my most favorite parts of the process because I have put a LOT of work into my proposals as it's one of the first (and most important) touchpoints a lead will have with my client experience. I love that I am able to set up a workflow that allows the client to accept the proposal, make the first payment according to the payment plan I set on the proposal, AND sign the contract- all without me having to do anything."
"I love the client portal feature within Dubsado. It houses the client's proposal, contract and any questionnaires applied to their project, so they can refer back to this information at any point without me having to resend anything."
"I apply a payment plan to the proposal that is based on percentages, so regardless of what a client chooses as part of their package and how that affects cost, the payments will be split up automatically in the way I want them to. My clients can pay through PayPal or Stripe, but all through a branded invoice. I love that Dubsado allows me to carry my branding throughout my entire process."
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.
Subscribe to all our updates and feature releases here.
Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.
"Before Dubsado, I ran my entire business through ridiculously long email threads and a bunch of disorganized spreadsheets. It was time consuming, messy and stressful. Since I started using Dubsado a few years ago, my business has become SO much more streamlined, organized and honestly? A million times more professional. Having branded client portals, proposals, contracts and questionnaires has up-leveled my client experience immensely, which in turn has allowed my business to continue to grow. I am confident that I wouldn't be where I am now in my business without Dubsado!" Visit her site.