Dubsado Review

As small business owners, Client Relations Management or CRMs are super essential in helping to manage everyday little things in your business. Things such as client leads, contracts for our business, emails, and soo much more. There are definitely tons of different CRMs out there but we honestly love using Dubsado. Dubsado has really elevated the way we do business and has helped keep us organized! It has everything you would expect in a CRM and is so easy to use. Here’s our Dubsado review and why we love using Dubsado for our business.

*This post does contain our Dubsado affiliate link which means if you use our link to purchase a plan with Dubsado,  we’ll also recieve some commision for the sale!* 

1. Lead Capture

Dubsado let’s you create multiple lead capture forms to put on your website. This is super helpful having all our new leads in one place. We don’t have to transfer any information from our inquiries onto Dubsado, it’s already there for us! Everything is also super customizable!

2. Customizable Branding

With Dubsado, you can add your brand colors, logo, and you can even add your own photos within their forms. This is super awesome when sending out client contracts or questionnaires, it shows our logo on the top and all our links within Dubsado match our brand colors!

3. Forms

Dubsado has so many options for creating forms. They are all customizable and include contracts, proposals, questionnaires, and lead captures. Our favorite part is how easy they are to send especially with sending contracts. Most of our clients are from out of state, so being able to just send them our contract and have them sign electronically is definitely something that helps streamline our business.

4. Payments

Dubsado doesn’t collect any payment directly from clients but they integrate with third-party payment processors such as, Stripe, Square, and PayPal. Clients are able to pay right from their invoice. And the best part is Dubsado does not charge any additional fees!

5. Automation

Setting up a workflow with Dubsado is so helpful especially when you are sending multiple emails out. We are sure not to forget sending out an invoice or a questionnaire with our automated workflow.

Dubsado was definitely worth the investment for our photography business. It keeps us so organized and keeps everything in one place. There are also so many helpful articles to help set you up with Dubsado, and their customer service is amazing! They also offer free client migration, so if you’re coming over from using a different CRM like Honeybook they can help transfer your jobs and contracts, import of client data, invoices, and forms!  

If you’re ready to get started with Dubsado, here’s our code “Lovely20” so you can get 20% off your first year!