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Dubsado Deep Dive: Answering The 16 Most-Asked Questions

Dubsado Deep Dive: Answering The 16 Most-Asked Questions

Learn Everything You’ve Ever Wanted To Know About Dubsado

The neverending CRM debate rages on. Dubsado this, HoneyBook that.

As entrepreneurs, we’re always on the lookout for tools that can simplify our lives and streamline our operations. Dubsado promises to do that – but so do a dozen other CRMs. What makes Dubsado different? 

That’s exactly what I’m here to help you figure out. 

I’m tackling the top questions about Dubsado head-on – from its project management capabilities to its automation features to who should use it. Can Dubsado replace your current tech stack? Will it play nicely with your existing tools? And most importantly, will it actually save you time and headaches?

By the end of this guide, you’ll have a clear picture of what Dubsado can do for your business. No fluff, no hype – just the facts you need to decide if Dubsado is the missing piece in your business puzzle. 

What is Dubsado?

Dubsado is an all-in-one business management platform that’s here to simplify your life. Built specifically for service-based businesses, it combines the best of CRM and project management into one sleek package.

No more juggling a dozen apps to keep your business running smoothly – Dubsado’s got you covered from lead capture to final invoice. 

Is Dubsado a Client Relationship Manager (CRM)?

Absolutely, Dubsado is a CRM, but what does that mean for your business? As a CRM, Dubsado is where all your client info lives, breathes, and stays organized. It keeps track of your interactions, helps you follow up with leads, and makes sure no client detail falls through the cracks. 

Is Dubsado a Project Management Tool (PMT)?

No, Dubsado isn’t a full-fledged Project Management Tool – but don’t write it off yet. 

While it’s not trying to replace your Asana or Trello, Dubsado does offer features like workflows to keep your projects on track. But if you need heavy-duty project management for complex team collaborations, you might want to keep your dedicated PMT.

The good news? Through Zapier integrations, you can connect Dubsado to your favorite PMT – and get the best of both worlds. It’s like introducing two friends who instantly click and complement each other perfectly. (And the even better news? I can do this for you!) 

What is Dubsado used for?

The better question is ‘What isn’t Dubsado used for?’ Dubsado handles a wide range of tasks that service-based businesses deal with daily. Here’s what Dubsado can do for you:

  • Create and send professional proposals
  • Deliver and track your legally binding contracts
  • Process payments and keep your cash flowing
  • Schedule meetings without back-and-forth headaches
  • Build forms to gather important information
  • Manage client communications from start to finish
  • Capture and nurture leads to grow your business
  • Organize your services in set packages 

What are Dubsado’s key features?

Dubsado comes packed with powerful features designed to streamline your business operations. Here’s a rundown of the core features that make Dubsado a standout choice:

  • Workflows: Create custom processes for each stage of your projects
  • Automations: Let Dubsado take care of repetitive tasks
  • Lead Capture: Turn new inquiries into clients smoothly
  • Proposals: Deliver professional and customizable proposals
  • Forms: Design branded forms and questionnaires for any purpose
  • Packages: Build flexible service bundles that easily adapt to your proposals
  • Payments: Get paid on time with integrated payment processing
  • Client Portal: Offer a personalized, branded experience
  • Canned Emails: Save time with pre-written, customizable emails
  • Meetings: Schedule and manage appointments without hassle 

How does Dubsado compare with other CRMs?

When stacked against alternatives like Honeybook and Moxie, Dubsado often comes out on top. Its robust feature set, including customizable workflows, beautifully designed forms, and a client portal, gives it an edge and provides a more comprehensive solution for service-based businesses.

Want a deep dive into the differences? Check out the Dubsado vs. Alternatives blog for a detailed breakdown! 

Who should use Dubsado?

Dubsado is the go-to platform for service-based businesses that want to spend less time on admin and more time wowing clients. It’s perfect for:

  • Solo business owners tired of wearing all the hats
  • Small teams looking to streamline their workflow
  • Service-based businesses wanting to deliver a high-quality experience

As for my favourite types of industries to set up Dubsado for? Copywriters, brand and web designers, and interior designers! 

What can Dubsado automate for business owners?

Dubsado automates the tasks that typically bog down your day-to-day operations, from welcoming new clients to tracking project progress. Need to send follow-up emails? No problem. Want to streamline your payment process? Consider it done. 

With Dubsado running these tasks behind the scenes, you can focus on what matters – growing your business, serving your clients, and finally reclaiming your weekends. 

Can Dubsado integrate with other business tools?

Yes, Dubsado can integrate with other business tools. Some integrations are built in (like Google Calendar and Quickbooks), while others are possible through Zapier. Curious about specific integrations? Dive into the Dubsado Integration blog! 

Does Dubsado do email marketing?

Dubsado doesn’t do email marketing in the traditional sense. It’s not designed for sending newsletters or managing large email lists. Instead, Dubsado focuses on client communication – the kind of emails that keep your clients in the loop and your projects on track but aren’t sales-forward, content marketing. 

For mass email campaigns, you’ll still need a dedicated email marketing tool. But for client communication? Dubsado’s got you covered. 

Do I need a website to use Dubsado?

Nope, you don’t need a website to use Dubsado. While it integrates seamlessly with your existing site, Dubsado can function as a standalone lead capture tool. 

From there, you can manage your entire client journey within Dubsado. Schedule meetings, send proposals, process payments, and keep projects on track – all without needing a separate website.  

Does Dubsado handle invoices and payments?

Yes, Dubsado handles invoices and payments like a pro. It offers a range of payment options including credit cards, ACH, and PayPal. You can even set up custom payment plans to suit your clients’ needs.

The best part? It’s all integrated into your Dubsado workflow. Send invoices, receive payments, and track it all in one place. No more switching between your CRM and payment processor. 

Can I schedule meetings with Dubsado?

Absolutely! Dubsado’s scheduling feature streamlines appointment management. Create custom scheduling links, sync with your calendar, and integrate with video call platforms right in the platform. 

Plus, say goodbye to the back-and-forth email dance. With Dubsado, clients book based on your real-time availability. It’s convenient for you and them. Say goodbye to double bookings or timezone mix-ups. 

How many team members can use Dubsado?

Dubsado’s standard setup includes one email and one calendar per brand. But here’s the kicker – you can share access with multiple team members, making it easy to keep everyone in the loop.  

Is Dubsado worth the cost?

Short answer? For many businesses, definitely. 

Dubsado’s value lies in its ability to streamline your processes, save you time, and help you manage clients more effectively. For many service-based businesses, this translates directly into better client experiences and increased revenue.

But don’t just take my word for it. I’ve crunched the numbers for copywriters, web designers, and interior designers.  

How do I get started with Dubsado?

Ready to dive into Dubsado? You’ve got options.

If you’re a DIY enthusiast you can:

  1. Start with the Dubsado Setup Checklist
  2. Check out the Dubsado Template Shop
  3. Purchase the course Onboard Like A Pro

Not a fan of DIY? No worries. My done-for-you setup service, the Dubsado VIP Experience, is here to save the day (and your sanity).  I’ll customize Dubsado to fit your business like a glove so you can focus on what you do best.

Just book a non-pressure Discovery Call to get started!