Is It Time to Get Dubsado to Manage Your Growing Business?

Sharing is caring!

Reading Time: 4 minutes

There's nothing more fulfilling than seeing the business you've worked so hard to build grow. And as your company gets busier, your responsibilities multiply, too. If you're struggling or feeling overwhelmed to get your todos ticked off your list, take that as a sign that you need a dependable CRM and business management tool like Dubsado.

Dubsado needs no introduction – it's one of the best automation and organisational tools for businesses of any size. But if you are unsure if you can maximise Dubsado or if your business is big enough to get something like this service, we're listing down reasons how this tool can improve your business: 

5 Reasons Why You Should Be Using Dubsado

Smooth Workflows

One of the most essential advantages of Dubsado is the automation features. Who doesn't love the idea of running a business on autopilot? It's possible with Dubsado. With Dubsado's automated workflows, you don't have to manually send recurring invoices, respond to emails, or onboard new clients. These tasks (among others!) can be set up from the get to create a smooth, organised workflow and set on autopilot. 

With fewer tasks to take care of, you are saving more time and precious resources. You can hire part-time staff to handle the customer service. And because Dubsado is so dependable, you don't need to worry about system issues and delays. Business operations and processes remain consistent and uninterrupted, day in and day out. 

Consistent User Experience

One of the things that sets a business apart from all others is consistent experience. Your emails, packages, forms, and proposals should feature your branding elements to provide a consistent experience. This can be achieved by adding your branding elements on Dubsado. Once that's done, you can create on-brand forms, proposals, invoices, and other business documents. 

From contracts to invoices, canned responses to packages, these should be treated as an extension of your brand. The branding should match your website. The ultimate goal is to give the impression that your business is completely customised to your branding. It sets your business apart from others.

Efficient Lead Capturing

Do you need help with capturing leads or receiving inquiries from potential clients? Creating a lead capture form can be done on Dubsado, and it's so quick and easy to make one. The service offers a host of templates to choose from, and each one can be customised according to your needs and branding. 

What we love the most about Dubsado's lead capture tools is that they make everything so easy for clients to get in touch with you. You can add different buttons to capture client infos in a snap. 

After customising a lead capture form, embed it on your website or any other marketing platform, and from there, you can start receiving new leads. You'll receive an email notification whenever a prospect inquires about your service. 

Accounting Made Easy

While bookkeeping isn't one of Dubsado's most comprehensive tools, it's definitely helpful when you're running a growing business and needing an extra hand at accounting. Dubsado's bookkeeping tools can be found in the Accounting tab, and it has features to track incoming and outgoing cash flow. The feature also checks invoices, transaction histories, account charts, and reports. 

One of the Accounting tools we love is the visual graphs and charts. These make it easy to track cash flow and visually figure out if your business is headed in the right direction – as far as revenues go. You can also connect Dubsado's accounting tools to third-party apps to boost their functionality. 

Client Portal

Imagine giving every client their own secure and safe space to access all business documents. That's essentially what Dubsado's client portal is! Depending on your service, a client portal provides a space where clients can log in and access documents, files, digital assets, and downloadables. This is also where the client can communicate with you and access old communication. 

You can use the client portal to send in reports, revisions, and manage every project. With the client portal, you can provide better customer service to clients. It's also useful in organising and monitoring projects for a smoother business process. 

Other Benefits of Using Dubsado to Manage Your Business

• Saves time: No more spending a massive chunk of your time on data entry, repetitive tasks, recurring documentation, or communications. Dubsado frees up more time so you can focus on more strategic and revenue-generating activities.
• Prevents avoidable mistakes: Manual data entry can lead to rookie and costly mistakes. With Dubsado's smart automation tools, there are fewer chances of making a mistake because all the data are sent automatically. 
• Track team or clients: With Dubsado, you can track the progress of every project, including the people involved in it. 
• Scalability: Your business is growing, and tasks start piling up. You can use the service to scale your business and avoid feeling overwhelmed or burnout. 

Dubsado is a paid service, but if your business is growing, the service is worth investing in if it means you can maximise its unique features. But only if the features align with your goals. That's why assessing your business needs is vital to see how Dubsado's features align with your objectives.

Sharing is caring!