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It's so rewarding to see your small business grow steadily each day. But when your business is growing, you'll find yourself needing a hand managing it. And if you’ve been dealing with everything on your own, you know that repetitive tasks keep you from achieving your goals.
No matter how simple, some business processes take too long to complete. A business, no matter how small, has a lot of moving parts, and you have to track every single one of them. Some of these tasks include:
Routine, repetitive tasks do not take more than a few seconds to complete, but they do pile up. If you’re doing everything on your own, routine tasks will take a huge chunk of your time. These little tasks could keep you from focusing on your core business.
When you need help running a business, we highly give automation a try. A dependable CRM like Dubsado will tick tasks off your to-dos on autopilot. With Dubsado, you can focus on growing your business while providing top-notch customer service. Documentation is also a breeze on Dubsado. The service lets you create:
If you’re wondering what makes Dubsado such an incredible help running a business of any size, we’re giving you 5 reasons to love the service:
All the data you need to track from your business operations to your finances are presented to you on your dashboard. That includes your financial goals, important dates, outstanding invoices, and project timelines on your calendar.
On the financial side, Dubsado lists down your income, profit, and expenses on the dash to keep you up to date on any financial goals that you have. The dash also outlines all your to-dos, so you don’t miss any of them. This feature also helps organize your business process so you can work on any project smoothly.
Dubsado has a neat feature called the Client Portal, and it’s a platform you can use to manually create contracts, invoices, questionnaires, and client correspondences. Essentially, the portal is designed to organize client communications to track important dates, conversations, and email chains. You can also share the portal with your clients; each portal is secure and password protected.
What’s so great about the portal is that it keeps all files of every project in one place – invoices, contracts, forms, emails, etc., complete with an individual inbox, so you’re always at the top of every project. No important email or project info will be missed, which will definitely keep clients happy.
Everything from the client portal to the dashboard can be customized according to your brand color scheme, font, and visuals to provide a seamless experience and visual consistency. You have complete control over the look of your internal and external documentation and communication. And customization is offered regardless of the subscription. Even the free plan lets you add your branding to provide an on-brand experience.
Creating or sending invoices on Dubsado is quick and easy and receiving payment? Well, it’s just as fast. No need to subscribe to paid invoicing services like Freshbooks. You can do all the accounting within Dubsado. With Dubsado, you can accept local and international payments, PayPal payments, credit card payments, Swift transfers, even bank deposits.
Dubsado plays well with different payment services including Stripe and PayPal. Just set everything up in the Brand Settings > Receive Money, and you can start receiving payments once sending the invoice.
Dubsado makes it easy for clients to send payments too. Simply embed a “Pay Now” button on the invoice, and the client could simply click the button and take care of the payment through PayPal or their credit card.
At the heart of a successful business is exceptional customer service. If you’re not taking care of your customers, there’s little chance of them coming back. With Dubsado, reaching out to customers, responding to client inquiries, collecting testimonials, and automating workflow emails is so easy.
You can control everything from the look of the email to the submission dates. You can create forms that require action, automate emails to send out at any given time, or submit canned responses to answer general questions. The workflow can be as basic or as complex as you want it to be; everything is up to you!
At the start, setting everything up in Dubsado and creating workflows for every project will take time, but once that’s done, you can look forward to a smooth, seamless business process. With documentation, client communication, and financial operations are well taken care of; you have more time to focus on your core business and grow your brand!
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