If you’re like many people, you have plenty of projects and tasks to accomplish every day. Unfortunately, because you can’t be in more than one place at once, your day tends to fill up quickly and you find yourself wishing you had more time to work in your business and not on your business. Fortunately, you can solve this problem with Dubsado, a project management tool designed especially for entrepreneurs and small business owners that has plenty of great features that will help you stay organized and efficient throughout the day.
Read on to learn more about the Dubsado client and project management tool and determine if it is a good fit for your business.
Why Client Management Is Important For Small Business Owners
Managing and tracking clients is one of those tasks that no one enjoys but is critical to ensuring continued success for any business.
If you don’t effectively manage your clients, you could lose them — not just because of a lack of communication, but also because you didn’t set clear expectations from day one.
To run a successful business, it’s important to meet your client management responsibilities by keeping track of all your client information in a single location. This allows you to better communicate with your clients, whether through email or phone calls, as well as stay on top of their individual needs.
But what if there was an easier way?
What if there was a tool that would make managing clients easy?
Well…there is! And it’s called Dubsado.
Dubsado makes client management simple by allowing users to create custom forms and send emails directly from within their platform.
What is Dubsado?
Dubsado is a customer relationship management (CRM) tool that incorporates project management, billing, and invoicing. Dubsado supports all of your customer data in one central location so you can manage all aspects of your business at once. It helps your business stay in motion. Collaborate, schedule appointments, and optimize your workflow to finish your projects.
Who Dubsado Is For?
While there are a variety of project management tools available on any platform, none are as finely crafted for entrepreneurs and small business owners as Dubsado. Essentially a combination calendar and task manager, Dubsado is perfect for keeping track of your clients, projects, tasks, and to-dos, communicating effectively with colleagues & team members via its rich communication features.
Dubsado markets itself as a platform for everyone – photographers, graphic designers, freelancers, coaches, marketers & PR professionals, Doulas, Virtual Assistants, Event Planners, service providers in the beauty industry, and more.
Features of Dubsado
Forms and templates
Add your own custom branding to reusable forms that suit your needs. They include contracts, lead capture forms, questionnaires, and proposals.
Invoicing and reporting
Begin to draft invoices with payment plans, and keep track of the cash you receive or spend.
Let go of the annoying bits of your work by integrating workflows, recurrences, confirmations, and reminders into your setup.
Bookings can be handled with the scheduler, so you can have less coordination time and more connecting time.
Lead capture forms
You can easily acquire new clients by leveraging the automated onboarding process to ensure they don't fall through the cracks.
Make your client's experience even better by giving them their own place. They'll be able to refer back to emails, documents, contracts, invoices, tasks, and other project details.
Manage multiple brands
Dubsado gives you the ability to manage multiple brands under one account. With most settings managed separately for each brand so that you can fully customize the experience.
White glove migration
They will transfer clients, jobs, and invoices up to 2 years back, along with any filled forms and signed contracts. You just need a paid account.
What Does Dubsado Integrate With
As an entrepreneur, there are a lot of tools you need to get your business up and running. To save time, Dubsado integrates with some of these popular tools so you can manage them all from one place.
This integration allows you to sync invoices and payments from Dubsado over to Xero. Xero is an online accounting software built for small businesses.
CloudSpot is a stunning way to create and deliver online galleries to clients for photographers.
When you connect your CloudSpot account to Dubsado, you'll be able to share CloudSpot gallery links with your clients right in Dubsado.
For video meetings connect with 8×8, Google Meet, GoTo Meeting, Microsoft Teams, or Zoom to generate conferencing links for your scheduled appointments.
Manage your invoices and manually sync invoices and payments with QuickBooks if needed.
Connect Dubsado to Zapier and automate your workflows further with over 1,500 different apps.
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Trello, Asana, Mailchimp, and over 1,500 more. A tool that makes it easy to sync between two or more apps without being reliant on developers to release an integration.
Dubsado Plans and Pricing
Dubsado accounts start as low as $20 a month with the starter plan. For more features, you can upgrade to the premier plan starting at $40 a month.
You can add on additional brands for an additional $10 a month.
While the first 3 users are free, there is an upcharge for additional users on a tiered basis.
Sign up using the link below and receive 20% off your first month or year.
The Pros of Dubsado
- Dubsado is a robust suite of features that help run your business.
- With the Zapier integration, its possibilities are extended exponentially.
- Fully brandable and you can even hire a specialist to customize forms even more.
- White label domain
- Test out the system from a client perspective
- Schedule a demo with the team
The Cons of Dubsado
- A steep learning curve for proper configuration that can take time to get right
- The user interface is less intuitive
- Recurring payments have limitations
- Does not have an app
- This product is limited to operating with one person's calendar and email address. Multiple users can't operate the product independently with their own calendars and email addresses.
A project management tool that allows you to easily keep track of clients and client interactions.
- fully brandable
- customized URL
- client proposals
- migration from other tools with a paid account
- ability to schedule a demo
- ability to test it out as if you were a client
- Steep learning curve
- The user interface is a little clunky
Whether you’re an entrepreneur or a small business owner, there are lots of productivity tools on the market. But while all of them claim to help you achieve more and be more organized, not all of them work for everyone.
If your business is growing, you might want to consider trying out any one of the professional project management tools like Dubsado. At a very reasonable cost, it can help maximize your productivity and keep your projects on track and relationships intact.