“I used to have to use 3-5 different softwares and services to keep track of multiple business branches and now I'm able to do them all in one software and NOT be stressed trying to figure out what is where. In my first month with Dubsado because I was able to focus on my creativity and my family vs. the management side of business I TRIPLED my monthly financial goal. Dubsado has been a life saver.”
“I have saved countless hours since I started using Dubsado as most admin, accounting tasks are repetitive. Dubsado also allowed me to really customize my client experience as client experience is very important to the growth of my business and I was able to execute this experience using Dubsado exactly how I wanted to. Dubsado is not only a business management tool, it is also a branding tool if you really use this to craft a solid client experience.”
“I love using Dubsado to automate my business and create a thorough, thoughtful, and nurturing client experience in an efficient way. Before using Dubsado, I had a spreadsheet for my client inquiries and moved inquiries through the funnel manually. The client experience was also time consuming and somewhat cumbersome because I had to rely a lot on my brain and manual checklists. Now I use the automation, contract and proposal templates, appointment scheduler, and forms to automate so much of my business that I have more time to serve my clients in more meaningful ways and focus on my marketing. It also ensures I provide all my clients the same high-end experience because of the reminders and processes I've set up in it.”
“I don't know how I survived as a business owner before Dubsado! I used to have clients print their contract, I wouldn't send proper invoices, I scheduled everything manually, I didn't send questionnaires -- you get the idea. Dubsado has given me hours back to devote to my business and personal life and for that, I'm forever grateful. Sending a contract now takes me minutes, all of my clients have proper invoices for their income taxes and I don't have to do that back and forth emailing to choose dates now. My business life is simplified and I rely on Dubsado more than I ever imagined possible. It's the reason I have been able to reach a higher level of success, book out my calendar with ease, create a better customer experience, among many other welcome additions. It's worth every penny and then some :)”
“I love Dubsado because as a new small business owner, it allowed me to start small and has continued to grow with me. It has been worth the investment and is a program like none of what I have seen before!”
“Monarch Events offers wedding planning packages and wedding floral design packages so we have a lot of moving parts when it comes to each client's individual needs. We use Dubsado for every single process within our company, from lead capture to the wedding day. Dubsado allows my team and I to stay organized and on the same page as we manage multiple clients and multiple packages. It gives us the freedom and ability to customize invoices, stay on track with our timelines, stay up to date with wedding day logistics and serve our clients in an organized, confident manner.”
"Dubsado has changed my life by giving me more time to work IN my business vs. ON my business. It has allowed me to focus on the creative side of things and to leave the back-end business to my set-up workflows and systems. I easily convert leads to paying clients and I owe a huge part of that to the seamless platform Dubsado gives its users. Dubsado not only gives me more time to myself, but it allows me to keep track of clients onboarding process, along with all of their important documents. No more misplaced contracts or shuffling through file folders to find that printed picture of a look my client wants; their 'cloud' is exceptional! Finally, they have THE BEST customer service ever, they leave nothing to question and have answered every single question I've had. I cannot sing their praises enough!"
I love how quickly I can pull together a contract and invoice simply by adding templates and packages! It saves me SO much time and it looks SUPER professional on the client's end. Another thing I'm very grateful for is the Payment Reminder Email, which you can set to go out on a specific date. That means I don't personally have to chase up client payments anymore (which is SO uncomfortable) - Dubsado just does it for me! And guess what? Clients almost ALWAYS pay on time because of Dubsado's Payment Reminder emails! Massive weight off my shoulders! Also I love how I get notified the minute my client has paid, so I'm not left wondering or guessing. Basically... I love everything about Dubsado! So much time, energy and stress saved !
"I use Dubsado for both sides of my coaching and consulting business. Through this tool, I'm able to maintain my busy schedule, plan coaching programs, keep communications with my clients flowing. I don't know how I would function without the workflows and templates! As a new business owner, Dubsado allowed me to hit the ground running and look professional in the process."
The work I do as a doula is very heart centered and requires so much of my focus and attention. But I also came from a decade in a business setting so I knew I wanted the bookkeeping, CRM, and paperwork side of my business to run smoothly. My clients and I have loved how simple Dubsado is to use and how organized my business runs because of it. I am not a paperwork person, my whole business is digital (besides the in-person support of course!). I did not want to have to file away physical copies of contracts and keep track of written birth plans. Dubsado has provided a platform that makes it possible to be completely paper free. And I feel people take me and my business seriously after implementing Dubsado. It has definitely added a layer of professionalism to my practice. Over the past five years my business has grown from having 5-6 clients a year to having 5-6 clients per month. I know I could in no way have handled this growth without Dubsado!
Dubsado has revolutionized the business side of our office. So much time was lost printing and scanning documents, filling out forms by hand, and exchanging multiple e-mails or phone calls just to schedule a simple appointment. All of our new client intake and onboarding is now paperless, easy to complete, and even branded. The Scheduler has been a gamechanger, too. Now we can spend less time on administrative tasks and more time working on clients' legal matters.
Dubsado has impacted my life personally and professionally. I used to spend hours sending out contracts, filing them on my computer and tracking payments. I love having one system to not only track it for me, but do all of the work! Their customer service is phenomenal and I highly recommend it to any professional who wants more time to spend with their significant other & their dogs like I do! My clients love the reminders and having their own area to log into at any time to access information. Ease of use, organization and customer experience are important to me and Dubsado ensures I have it altogether.
Dubsado has completely changed the way I run my business. From the very beginning, Dubsado has made me feel like a true professional. I'm able to customize my proposals, contracts, and invoices to match my business's branding and my clients are consistently impressed! Dubsado is SO feature-rich, I'm able to run just about every aspect of my business with ease, from accounting to booking, to emails and forms, Dubsado can do it all! I've tried just about every solution out there, and Dubsado is hands down the absolute best.
I love Dubsado because it's easy to use and has the features a business needs to manage their clients, projects, invoices, and contracts all in one place. Even though it's easy to use, it's also detailed. Dubsado has allowed my business to operate in a more professional manner. My clients love how everything for their project is managed in one place. They also enjoy having a client portal and they don't have to figure out what's going on.
Planning a wedding can overload couples with information! Our goal is to streamline that information and give it to them only when they need it. Creating Dubsado workflows allows us to consistently do that for each and every couple. We have solidified our systems so we can provide the information they want when they are ready for it in their client portal and have access to make appointments with us when it works for their schedule. Having all of our processes originate in one place (Dubsado) has been a game-changer for KB Events!
Dubsado has been a game changer. I adore the client portal, and the easy quotation process. And the workflow automation has been such fun, and keeps me super organised.
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!
Dubsado has helped us scale from 85k in our first year of business to 750k in our second year of business! It allowed High Moon Studio to automate the parts of our business we really didn't need to be focusing on day-to-day so we could stay in our zone of genius and focus on making an impact in our industry, growing the business in the process.
Purchasing my first year of Dubsado was the greatest business decision I've made - it was an entrepreneurial turning point. I was less than into my first year in business and was feeling completely overwhelmed by all the different apps and documents I needed to keep straight for my growing client list. Then i found Dubsado and everything changed. Having my invoices, contracts, proposals, questionnaires, and so much more all in one place is a game changer. It's all organized for me in such an effortless way, and i love that I can create all these documents within Dubsado as well. It keeps the design and process consistent, which my clients love.
The day I signed up for Dubsado was the first time I felt like a ‘real’ business owner. I believe it's that confidence in myself that propelled me to success shortly after. I tell everyone I know about Dubsado.
I am NEVER getting rid of Dubsado! It has helped me to save so much time and make me look super professional when onboarding clients. I used to struggle so much keeping track of my clients and leads in my business until Dubsado came into my life! The first time ever automating a part of my business was with the help of Dubsado, and I will be forever grateful!
"Being a mom boss means that I don't have time to be all over the place in my business. Because of automation with emails, scheduling, and invoicing, Dubsado has given me time back in my day to focus on more important things like my family."
Dubsado has taken me from spending hours onboarding and processing my clients to swiftly and efficiently moving them through the processes required to start working with me. I'm not stuck at the computer all day and I can focus on serving my clients faster and with more vivacity due to the time and brain space that Dubsado has saved me.
I’m new to Dubsado, but it’s already been such a great help to myself & my business. What I like most? How customizable everything is! From workflows to client portals, contracts to emails, and everything in between. It’s helped me come across as professional and organized while also taking some of the menial tasks away from my workload.
I love that I can send one email that prompts my user to complete the proposal, contract, and invoice in one sitting. I modified the scheduling system to block time off of my venue.
Dubsado allows us to be creative and supportive at every single touchpoint in the client experience. We love the possibilities for continuous exploration and improvement so our clients have a seamless journey. Nothing falls through the cracks and we can focus on the process and outcome, without worrying about logistics. Dubsado has been my #1 tool in the business for years.
"Before starting my business, I always wondered how business owners kept everything like proposals, invoices, contracts, client communications, etc organized. It always seemed like such a daunting task from the outside looking in.. and while I can't say that it's not intimidating at all, using Dubsado has definitely made things so much more approachable. I love that whenever I get stuck on something, I can easily find a video tutorial or reach out for help. There's so much information and help available! I never feel unsupported. Dubsado has impacted my small business by making it possible at all! On my own, I am not always the most organized person. Without such an amazing, all-encompassing tool, I don't know how I would have been able to keep everything together and running so smoothly."
Dubsado was actually one of the very first investments I made for me business and the second - hiring an expert to automate everything! I learnt pretty quickly on my journey that automation is key to saving time (and brainpower!) so I was happy I found Dubsado so I can spend less time chained to my desk and more time adventuring with my new found business freedom! Dubsado truly has been a dream and sending a proposal off to a client which used to take so long is now done in under twenty minutes. Plus, it actually looks on brand and as a designer, I know just how important those first few seconds are when trying to make an impression. I love the ability to add buttons to your emails so when it comes to delivering files to clients via Google Drive, it looks so professional - when you're clients are paying for a high-end service, they expect high-end deliverables and Dubsado makes that so much easier!
I wanted to start my business with great systems and procedures from the beginning. I had experienced Dubsado as a Client when my Coach used it to onboard me and I loved the streamlined process, there were no delays going back and forth. I was really clear that I wanted processes in my business that make my life easier and Dubsado does that... I was also really clear that I didn't want to 'chase' anyone for signatures, payments, appointment scheduling - it's not the energy I want to work with in my business, thanks to Dubsado workflows I don't have to!
"Dubsado changed the game for my business. I went from google forms and having clients print, sign and scan to having everything electronic! It has saved me a ton of time and it was extremely helpful during the pandemic of 2020, because we were already completing paperwork virtually "
Everything is within a few clicks. From viewing future projects, meetings. I begin using Dubsado in March 2020 during a quiet time as a result of Covid-19. I really like that I can see all the info on a particular project and weeding. Also, creating forms is really easy!! They are also beautifully designed and look great for clients to view and fill out. Before Dubsado I was using physical contracts but now it's all done through Dubsado! So easy!
Dubsado has streamlined my clients' experience. It makes it easier for both me AND them. Once I have things set up on my end. I can manage it from anywhere. Sometimes, because of workflows and lead funnels, I don't have to manage it at all - it works all on its own. Because these small - but time-intensive - and important processes are mostly automated, Dubsado saves me TONS of time. The icing on the cake is how professional the layout looks. Every communication I send my clients looks consistent and top-quality. This elevates my brand and my clients come to expect a higher level of professionalism, simply through their online communication with me, delivered by Dubsado.
Dubsado is my trusted business partner, always in the background tending to the details so that I can focus on my clients. It sends reminders to my clients that I would surely forget, and gently nudges me when I need to take action. Dubsado never takes a sick day!
I run a thriving photography studio. So when my staff and I first transitioned to using Dubsado, there was a big learning curve. The team at Dubsado knew that and offered countless ways to help. We made use of their videos, online chats and even a 1:1 phone call to help get all of our business set up and running. As time has gone on, we have incorporated more and more of the available features and have appreciated when the Dubsado team listens to our suggestions and ideas for tweaks. Everyday we are so thankful for Dubs as we affectionately call it around the studio. We simply could not do business without it.
My business has been growing and evolving since February of 2020. When my business had to switch from brick and mortar to 100% virtual and my clients quickly became corporate, I had to streamline my processes, being a solo entrepreneur. I was answering a ton of questions via phone and back and forth emails, writing and editing proposals, creating invoices and just knee deep in an administrative nightmare. Then a FB group I belong to mentioned Dubsado and I signed up. Since then, its been smooth sailing. I look so very professional to my customers, I've been able to hire two employees and my systems are seamless.
I love Dubsado because I've been able to create a client experience from start to finish that is in line with my brand. I believe our client experience is second to none because of Dubsado. The automation has given me so much of my time back. Time that I am able to spend on other things. Knowing my clients are being responded to gently guided through the experience means so much - I can relax knowing that part of my brand is flawless!
I used to write out word documents and contracts and spend a bunch of time emailing back and forth and Dubsado has saved me so much time. The automation and quickness in receiving payments is amazing. I know it makes it quicker and easier for my clients to make the decision to work with us, which is such an important part of business.
Dubsado is my dream CRM! My workflow is so efficient now and not a new lead goes by without me seeing it. Give me ALL the Dubsado things.....Workflows, Dashboard, Custom Proposals, Packages.....I just can't get enough. AND Team Dubsado is the BEST, so helpful with quick response, kind, caring and they listen to their clients and roll out new things we ask for!!
"Dubsado has been a gamechanger for Graybox Nashville. Onboarding potential clients and leads has always been such a tedious and time-consuming task. Dubsado's forms make gathering info from clients an easy ‘set it and forget it’ task. The ability to keep a catalog of email templates and forms makes the behind the scenes parts of running a business so easy (and even, dare-I-say, enjoyable!). Sending invoices, collecting payment (helped via automated reminder emails), and getting contracts signed was always a nightmarish task for us, but Dubsado's platform has made those issues a thing of the past. We love Dubsado!"
Dubsado is the most intuitive, visual, user friendly platform I’ve ever used!! It helps me keep track of all my customers, send branded forms and makes everything look soooo professional. Thanks for making my life easier and for your exceptional customer service.
Every time I got an inquiry in, I would get inbox fear and procrastinate on replying back so badly that those hot leads soon became stone cold. As soon as I signed up with Dubsado, I spent the majority of my time setting up automatic emails and workflows that did the ‘replying’ for me. I had so many sales calls booked ‘automagically’ that I closed $7K in my first month without sabotaging myself.
Automation is key when you're working both in and on your business, and Dubsado's workflows allow me to keep in contact with leads whilst I eat, sleep and develop websites! My clients love having everything at their fingertips within their portals, and I love that I no longer have to pay for 5 different systems to keep my business running smoothly.
Dubsado is one of the main reasons I was able to build my business from $0 to over $100,000 in 10 months without hiring a team! Dubsado is literally my virtual assistant. It allows me to spend less time in my business so I can focus on my clients. It takes care of my contracts, forms/questionnaires, scheduling (I will literally wake up with bookings on my calendar), invoices, and so much more! I am soooo glad I found Dubsado when I did!
Dubsado was one of the best investments for my business! Dubsado has saved me hours a week by being able to it automate all my onboarding, lead follow up and even even manage my appointments in one spot. My clients LOVE that they know what’s happening next during our working relationship and I no longer have to worry I missed a step.
I’ve been with Dubsado since nearly the beginning! They have transformed my client experience and in turn it has transformed my business. From the start, clients have continuously expressed how professional and organized my invoicing and contract system is. Being with such a reliable, easy, and attractive CRM has made my life so much easier!
The Dubsado platform has been a God-sent for my business. I went from making $700 per year to $30,000 last year after implementing Dubsado. It's given me the ability to provide a professional experience to my clients while remaining user-friendly. I'm able to track and follow up with leads, schedule my client status calls, receive payments and run reports all in one platform....and that's just the tip of the iceberg! Once I incorporated workflows automation became second nature! Thank you Dubs for helping my business thrive!
Dubsado has made every part of our lead generation process to close of project easy and efficent. Both my partner and I were corporate project managers in a past life, building this into our standard operating procedures has made every process in finding, gaining and keeping clients happy, essential to the growth of our agency. We and our team couldn't be as successful as we are without all that it offers us.
Dubsado has been the best thing to happen to me and my business! Connecting with clients and smoothing our my process has never been easier with the use of their forms and system!
Dubsado has allowed me to streamline my processes, share info with my contractors, and automate much of the workflow! I’m able to keep track of invoices, both incoming and outgoing, manage client due dates, assigned doulas, and upcoming appointments, and send contracts, all from one place. It’s been a time-saver, which is especially important since I not only own and operate the business, but I’m also a busy mom!
Relationships are the core of the personalized artworks that I sell. My business is built around serving one person at a time and creating a unique, one-on-one experience that celebrates their family's story. Dubsado helps me organize my clients' needs so I can put more energy into making their art beautiful and unique.
There are a lot of client management systems out there. When I found Dubsado I knew I found the right one. They have a built a great community where we can find answers and share information. The customer service is always friendly and has the right answers. Dubsado continues to create amazing features based on the community feedback. Dubsado has created something special and I’m glad to be a part of it.
We have tried numerous CRMs, and no others have offered the flexibility and breadth of features that Dubsado has. Dubsado has made it very easy for our creative business to manage all of our client contacts, from initial contact through contracts and payments. New features are being added regularly that make things even better. Most importantly, customer support has been quick, knowledgeable, and friendly.
Dubsado takes care of two important needs of the busy solopreneur: helping us do business better and giving us a supportive community so we never feel alone in the journey. The people who make Dubsado run are the reason I switched and never looked back.
As my small business started to grow, I realized I needed an overall system to better manage my clients and information. Fellow photo organizers recommended Dubsado, so I signed up. I immediately loved it. Creating professional-looking contracts, quotes and invoices was a huge win for me and my business. And Dubsado's customer service is stellar. They are dedicated to helping users experience, learn and grow with them. I can't recommend it highly enough!
Finding and using Dubsado has allowed me to create a great life. Gone are the days of being frustrated figuring out my processes. This is the best CRM ever. Don't wait, rush and start working on your business instead of in it.
Need a magical unicorn? Get Dubsado! It has ALL the features, and you'll have clients telling you how impressed they are with your high service and professionalism. Dubsado changed the way I do business, and because of it, I’ve been able to land more clients, and scale. The few times I’ve had to ask the team for something they’ve provided THE BEST customer service I’ve ever seen. Fast, helpful, and with a humor and warmth that made you feel like you were among trusted friends. Five stars. Could not have done it without you guys.
I came to Dubsado as green as they come but it has automated my business in ways that I could never imagine. I am able to check my sales, my calendar and project status with a few clicks. And the support!!! None like it anywhere. I am expanding my business to include event planning and the team has walked me through it. #Dubber4Life
We get compliments on our awesome proposals all. the. time. A lot of the credit goes to the Dubsado platform! A favorite feature of Dubsado is we can send a proposal, engagement letter to e-sign, and the first invoice to pay all in one step. And it looks beautiful. Plus, when a client signs on, it’s set up to automatically send a welcome kit. Bam. Talk about setting a great first impression!
By automating client communications with Dubsado, we save more than 30 hours per month. That’s 360 hours a year! Quite literally 15 DAYS per year saved by using Dubsado. Does that mean we can take an extra vacation? 😉 Thanks, Dubsado!
I love Dubsado for so many things. The actual system itself is a game-changer. I actually used Dubsado from the very beginning of my business and knew it was a must-have. Now that I'm starting my third year of business as a wedding planner, I can't even express how amazing Dubsado is. It streamlines every process and makes me look AMAZING to prospective and existing clients. I never have to worry about dropping the ball because it's all laid out for me. I also love that Dubsado is also continually getting better. The icing on the cake is the top notch customer service, the fun team and the way they actually listen to business owners and try to make it better for their users. I 1000% recommend Dubsado.
One of my favorite features is the ability to send the contract, proposal, and invoice all-in-one. Being able to send things so seamlessly has allowed me to send information and book clients literally within the hour! I also look like I have it together thanks to the templates and workflows!
I used other systems in conjunction with Dubsado like Aisle Planner for the actual planning work for my clients, but have never been able to go away from Dubsado because of how muche easier it is to use. Simple, straightforward, and automated? Yes, please! I still wear a lot of hats, but Dubsado takes away about 5 hats. I will forever be a Dubsado fan and will always sing its praises.
"I've used Dubsado for several years and love how easy it is to work with and the huge variety it offers. I've tried other CRM software platforms including Honeybook, Zoho and Hubspot. Dubasado is a one-stop shop. It covers all of your needs. The customer service is top-notch. I save so much time with the automated workflows. I also save money by not having to use multiple softwares."
"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!"
"I would just say that I've received feedback from some of the world's top wedding planners that our system is incredibly well organized. I beam with pride when I hear that. It's a critical part of my business looking and being as professional as possible, and I couldn't do any of it without Dubsado as my partner. THANK YOU."
"Before I joined Dubsado, I was wasting so much time writing invoices, sending contracts, scheduling and rescheduling client calls, and manually sending onboarding materials to my clients.
Now all I have to do is send my client a link and Dubsado automation manages all the rest. The best part is, I don't have to hire anyone to manage it."
"I love Dubsado for the ability to create custom forms for each client. To be able to create a basic template and then continually customize for each client has helped my business immeasurably. My work is custom so to give my clients a custom experience is invaluable. My clients rave about how easy everything is for them to accomplish in my process. It's what we all want, happy clients that are never frustrated with the nuts and bolts. I'm never leaving Dubsado. Thank you!"
"Dubsado has saved me thousands of dollars. Often times I get booked up and so busy I find it hard to answer emails, remember if I sent the right information, or struggle to keep things in order. Dubsado is my own personal assistant that says "Hey Dustin, XXX is interested. Want me to send them the required information? Then the contract? Then the questionnaire forms? Then schedule your meetings?" The answer is I save more than this cost and it helps me stay on track. I don't know what I would do without it."
"I love Dubsado because it streamlines our client onboarding and project management processes. It helps me save time completing administrative tasks and allows me to add value back to my clients through workflows and automation. Dubsado is fully customizable from the contracts, forms, emails, and even website landing pages! Dubsado has helped me scale my business where I can focus more on providing excellent client experiences and quality services."
"Dubsado has been such an incredible addition to my business! I was finding that the administrative tasks were becoming so overwhelming that I was starting to feel like all I did was admin work! Ensuring I was sending invoices/receipts, information, scheduling appointments and keeping track of various different aspects of my business was taking substantially more time than what I'd envisioned; I just wanted to be with women and their families! Dubsado has enabled me to significantly cut back on administrative work, letting me know when there is something that needs my attention. It keeps track of payment plans and invoicing, so I don't need to prompt for payment, or worry that I've missed payments! I'm loving working with Dubsado as my sidekick!"
"Dubsado allows us to manage our day to day potential client and existing client tasks easily. Having the ability to setup email templates, forms, packages, etc and add these to workflows that automatically send to individuals for us based on the schedule we create has allowed us to save time effectively and efficiently so we can concentrate on other matters that assist in the growth of our business."
"When I need answers I need them fast and that is not always easy to come by these days. Dubsado has a very responsive customer service team, so I can get help and get back to business quickly. I also love the forms, how customizable they are, and how they look polished. The functionality of the forms is excellent, my clients can select what they would like to purchase and the invoice gets generated automatically, so there is less work for me to do."
"My first use of Dubsado was to build a VIP Intensive that offered Website Design in 1 Day. I could have never provided this type of service without the use of Dubsado! It gave me everything I needed to streamline the process from providing my clients exactly what they needed and when, collecting payment, providing them my contract, and best of all the workflow that guaranteed a stellar experience for my clients. Dubsado allows you to work smarter and have efficiency in your business life."
"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."
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