I have signed up for SO many trials for various tools that are supposed to help me run my business. One of my proudest moments was when I realized I finally needed a CRM to help keep my clients and their projects organized. I honestly think I signed up for maybe 10 different CRM systems, testing them all for their features, usability, pricing, and interface design. In the end, I came out with Dubsado.
And I LOVE it.
I needed a CRM to help me keep my pipeline and my clients straight, but what I didn’t initially realize was how many other tools I was using for other aspects of my day-to-day business. I was using Calendly, MixMax, Freshbooks, Capsule and possibly a few others…but it was a lot to manage. Then in walks Dubsado and I now use ONE system to replace everything else. Literally everything.
Here is what I use Dubsado for:
- Lead forms
- Pipeline Management
- Client database
- Appointment scheduling
- Questionnaires and forms
- Automated emails
- Canned emails
- Workflows (other automated things)
- Expense tracking
- Client source tracking
- Client portal
This week they released more zaps for Zapier which is a 3rd party tool that integrates Dubsado into other tools, like Wave, Stripe, Mailchimp, Asana, ClickUp, ect. Since I’ve been using Dubsado they’ve added new features multiple times a month, which is unheard of.
I also have to give a bit shout out to their customer service team, which is outstanding. Their team is available through online chat and their responses are quick, thorough and are not dismissive. They really want you to understand the system. AND the best part is whenever you run into something that would be nice to have in the system, they write it down, pass it along and sincerely appreciate the suggestion. They listen, offer advice AND take action? I’m basically ready to date Dubsado at this point.
Right now, Dubsado is offering a sale price for their monthly and yearly rate AND if you use my affiliate link (https://www.dubsado.com/?c=qgsd) you’ll get an additional 20% off. Whhhhaaat?
If you happen to be from the future and find this blog post, you’re in luck! My link will always offer 20% off Dubsado rates. You’re welcome. Now go forth, organize and save yourself some time!