Essential Tools in my business
Customer Relationship
Dubsado
My #1 CRM for sending beautifully branded forms and contracts, schedule meetings, easy invoicing, client communication, and automated workflows.
Project Management
ClickUp
Efficiently manage your project with ClickUp. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolbar
Form Design
Dub Ins
The code-free, all-in-one generator for Dubsado proposal templates and other forms. It’s the easiest way to create your own unique Dubsado forms.
Email Marketing
Active Campaign
Get started with easy to set up email marketing, and automated campaigns that will help you grow your email list while you sleep.
App Integrations
Zapier
Easily connect the apps that don’t have a navire integration—saving you valuable time. Increase automation & efficiency throughout your business.
Recording Videos
Loom
Record your screen & share your thoughts simultaneously. Loom is my go-to tool to record client walkthrough videos.
A Dubsado setup is a collaborative process so you can
Walk away with a well-set up system you can use RIGHT AWAY!
