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If your business is on the creative and lifestyle side then you will love Dubsado. What is it and why is the system winning over bloggers and solopreneurs all over the world? That's what this guide is all about! Let's dive deep into Dubsado and learn how to use this clever system to improve your online business!
Dubsado is a business management platform aka a CRM system. It's designed to help businesses provide seamless, efficient, and organized processes for better customer service. Dubsado is loaded with customizable business organization features to help you stay on top of projects while also prioritizing the people that matter to your business the most – your customers!
As you know, providing the best customer service is a critical part of building a successful brand. Most businesses rely on AI and bots to deal with customer inquiries and responses aren’t 100% spot-on.
With a better system, you can interact with customers in different ways. With Dubsado, you can build a brand that cares. The system lets you track leads, onboard clients, and manage every interaction you have with customers in one neat platform. No need to pay for different services to handle routine tasks, Dubsado will organize and manage prospective and current clients by streamlining and automatic even the most complicated manual processes. This leaves you more time on your hands to focus on other areas of your online business.
There are loads of Client Relationship Management (CRM) tools on the market right now but none are as affordable and as flexible as Dubsado. It is ideal for small, solo businesses to enterprises of any size. For as little as $25 per month, you’ll enjoy an all-in-one solution to business management, no matter how big or small your business is.
There’s no need to hire dedicated sales, marketing, and customer relations personnel for big businesses because Dubsado can easily handle small and growing operations with ease. For solopreneurs, service providers, and artists, Dubsado has all the helpful features that will grow your business and lead to MORE money-making ventures. This program is perfect for:
From bakers to florists, doulas to DJs, anyone with an indie business will benefit from Dubsado.
While there are free services similar to Dubsado, a growing business will eventually outgrow basic features. And when you’re forced to tend to some tasks manually, you are losing precious time. There’s no need to tend to tasks manually with Dubsado. Automating your business processes will help you save time and increase productivity.
With this service, you can spend less time on admin tasks, speed up your processes, and land new clients for better business. Here are 6 Dubsado features that will improve your business:
Workflows: Dubsado lets you set up individual workflows and assign them to any tasks. With a trigger, content is sent out to the right recipients, such as welcome emails for new subscribers, contracts for new or existing clients, and invoices to complete customer purchases. You can also create text content that will lead customers to the next desired step to complete a purchase.
Forms: With Dubsado’s form templates, you can automatically capture client leads and send every filled form within a workflow. Use these forms for lead generation and creating client questionnaires. You can also use this feature to collect feedback to improve business or ask for testimonials to attract more clients.
Email templates: Email marketing remains one of the most effective ways of promoting a business, any business! And with Dubsado, there’s no need to get a separate service for email marketing. You can set this up within a workflow, create email sequences for different services, and let the system does all the heavy lifting. With email templates as thoughtfully crafted as the ones you see on Dubsado, you will save more time and energy growing your email list.
Contracts and Signatures: If you are a service-based business, part of the business is sending contracts to new clients. The contract serves as protection for you and the client. Dubsado makes contract sending and collecting e-signatures quick and easy. You can send customized contracts to every client, collect e-signatures to allow clients to sign contracts from anywhere in the world, as well as set up contract templates for every project. You can also enable auto-fill so that clients don’t have to complete every field manually.
Client Portals: Client portals let clients access contracts, invoices, and forms safely within the Dubsado platform. If say, a client lost his form or contract, you can lead them to their own client portal to share your copy of the form and contract for the client to save without bothering with going back and forth through email.
Customizable Everything: From your forms to your contracts, email marketing content to invoices, all the documents you create on Dubsado are 100% customizable for better branding. You can change the color scheme, upload your logo, and add branding elements to make every document on-brand.
If you’re tired of manually sending forms and business documents or you are ready to switch to a better CRM, consider Dubsado. It’s free for up to 3 clients, in case you want to get a feel of the service. Once you’ve learned all the wonderful things that the service can do for you, you can choose the subscription that suits your business!
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