When I first came across Dubsado when I was setting up my biz, I thought ‘hmmmm strange name, I wonder what this is?’. And I don’t think I was the only one. People fall into two camps: 1) those who haven’t heard of Dubsado and question the name 2) those who use it and are absolutely in love with the system, the team and their amazing customer service.
In essence, Dubsado is basically CRM (customer relationship management) software, but in reality it is so much more. The software has powerful features that are easily customisable, the best customer service you could imagine and a family atmosphere that makes you feel like home.
So why should you be using Dubsado in your creative biz?
“From capturing leads on your website, to automatically following up with a questionnaire based on the client's input, or sending them a proposal that will make them eager to select those big ticket packages, we've got you covered.” Dubsado is your one stop platform for managing client enquiries in your business.
Other features include: automation workflows, client portals, lead tracking, calendar sync, invoicing and contracts. The best part is, everything is so easy to use and customise to fit your unique branding. Pop your logo and branding colours on a proposal, change the questions on your client questionnaires or customise contract templates to suit your business and goals. And they are bringing out new features all the time in response to their audiences needs which get more and more awesome each time.
Dubsado’s customer service is second to none. I have purchased many systems and services which I use in my business on a daily basis including email service providers, payment processors, social media schedulers and website platforms. I have to say though, Dubsado’s customer service has been the best experience I have had either offline or online (Squarespace is a close second). They have an amazing Facebook group where you can ask questions and always get a response from either a staff member or Becca herself. When you send an email, they get back to you super quickly. If you need a little extra guidance of how to use the software in your biz, they can even set up a one-on-one onboarding meeting.
CELEBRATE THE LITTLE VICTORIES
Dubsado’s mission is to celebrate the little victories in your biz. Your goals and dreams may seem lofty and out of reach sometimes so it is important to celebrate all of the little victories on the way to glory. Being grateful for the little things is what life is all about and what Dubsado makes their priority in providing the best service and product they can to small business owners. Celebrate each little victory with emails that come through when a client signs a contract or pays!
PSA: Did you know Dubsado has a Youtube channel where they regular post episodes of the crazy goings on of their office. I secretly wish I worked there.
* This post contains affiliate links.