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7 Time-Saving Features We LOVE on Dubsado
Nothing eats up a chunk of your every day like repetitive backend tasks. You're not alone – most marketers spend a third of their time on routine tasks. If you're tired of backend tasks, we highly suggest automating these using trusted business management software like Dubsado.
Dubsado is a CRM with dependable automation and business organisation tools for businesses of all sizes. With Dubsado, you're not wasting a chunk of your morning dealing with repetitive tasks. It has many features that will free up more of your time so you can focus on being productive and building a successful business.
So, what time-saving features do you take full advantage of on Dubsado? Here are 7 features that'll save you time on the platform:
7 Time-Saving Features We LOVE on Dubsado
Lead Capture Forms
On Dubsado, you can create lead capture forms that, once filled out by customers, automatically save the data, so you don't have to do this manually. Depending on the setting, every filled-out lead capture form could create a new client or project on the backend. You will be notified as soon as the client submits the filled-out form, and you can decide what reply to send and what the next step will be. Link the forms to your workflows, and you can send canned responses to clients instantly.
Proposal Templates
Got a tempting proposal to offer? Instead of writing everything from scratch, Dubdaso offers multiple proposal templates to match every offer. That's not all – activating Smart Fields enables you to customise every proposal. You can even connect the proposal template to a contract and invoice in one seamless, simplified process. To activate this feature, go to “Settings” within the proposal template, check “Show Contract,” “Show Invoice,” and hit save.
Self-Service Scheduler
Gone are the days when you manually save every meeting, appointment, and other important date. With Dubsado's amazing automated features, your availability is displayed, and clients can choose a date that works for both parties. This feature empowers your clients while also saving you a lot of time.
The self-service scheduler does more than empower clients to save convenient dates; it also connects to a video conferencing program to make calls instantly with an option to add a payment portal so clients can pay before booking. Sharing the appointment link is also simple and quick – confirmation emails and alerts will be sent directly to your inbox.
Template Invoicing + Autopay
And speaking of payments, Dubsado's invoice templates and auto pay feature simplify all types of one-time and recurring payments alike. Choose an invoice template, personalise it, and then set it out automatically at specific dates. Fees are charged on the date of the recurring invoice date. If you offer payment plans like installments, you can set up the invoice to give payment reminders, and then the invoice goes out on your chosen date.
Client Portal + Access Links
One of Dubsado's best features is the Client Portal. Think of this as a secured, customised space for every client to access your business's docs, information, and communication. The Client Portal lets you upload digital assets, monitor projects, and communicate with every client.
No more going back and forth with the client – as soon as a client signs up for your business, they will receive the access link via email and start making full use of the portal's many features. This saves you time because the client is alerted with a link. They can click the link and instantly access their own online space for business with you!
Email Read Receipts
There's no way to confirm if an email made it to your client's inbox. The guesswork often leads to a lengthy back-and-forth between yourself and the client. Dubsado simplifies this with the email read receipt feature. This feature lets you know if the client has opened and read the email. This way, you're not left wondering if they saw your email, and you can go right ahead with the follow-up to instigate communication with the client.
Workflows
Of course, we can't discuss Dubsado's many unique features without highlighting its core feature: the workflows! If you've been a follower for a while, then the Workflows need no introduction – we've been singing praises about this feature for a long time.
Essentially, Workflow consists of pre-set tasks with a specific “trigger.” If a client completes the opt-in form, books a schedule, or sends an email, the Workflow kicks into action by automatically sending content and other documents. With this feature, you don't have to bother with backend tasks or mind important dates. In the long run, you save time and mental space while staying on top of every project!
Free time is a luxury if you're a busy entrepreneur building your business empire. Thankfully, services like Dubsado come with time-saving tools that simplify your business process, increase productivity, enhance customer service, and prevent human errors that can lead to costly consequences.
[…] business, regardless of size, can be a challenge if you're doing it alone. But with platforms like Dubsado, you can simplify different business processes and save more time growing your […]