Updated: Feb 3
Oh Dubsado! I can't believe I waited so long to use Dubsado. I was helping my clients in the Equine Industry use their Dubsado but when it came to my own business I was just getting by with things here and there. I was not practicing what I preached!
In comes Dubsado. I knew Dubsado was the CRM I wanted to go with. So many of my clients were using it and I loved how easy it was to use and it had EVERYTHING I needed. Did I mention how amazing their customer service is? AMAZING
Every time it does something for me I am in awe. Today I had a discovery call and then sent over a proposal. What is the big deal about that, you say? Well, because after the client selects the package they want on the proposal the contract and invoice will AUTOMATICALLY go to them. Such a time-saver.
In addition to having all of my client data in a central location some of my favorite features are:
Payments Timelines Details Emails Contracts Proposals
Let's talk leads-Ok, so I created a lead form and embedded it on my website. When people fill it out for a discovery call my scheduler is attached and it has the dates and times I am available for discovery calls and is synced to my Google Calendar. After they fill out the form they are automatically in my Dubsado as a new lead and one of many of my workflows starts. They receive an email saying thank you for scheduling and a reminder about the date and time. If I need them to pay for anything that can be done as well. In that workflow they will also automatically get an email after the call thanking them for their time and reminding them of what actions will happen next. You get the gist!
Workflows are the bomb and can be made for any situation! That means automation and saving TIME!
One of my favorite features is the new scheduler. Pop that on your website and have your customers scheduling and even paying right there. No more chasing people down that forget their checkbooks! Reminders automatically go out to customers that go through the scheduler so you don't have to guess if they remembered or worry that you forgot to remind them!
Workflows are the bomb and can be made for any situation! That means automation.
Did you know? You can sign up for a free trial of Dubsado with up to three clients. IT's a great way to get your feet wet and check out all the goodness before you buy!
Don't wait any longer to get your business in order with Dubsado! Us my link to sign up and save! https://www.dubsado.com/?c=virtualworkhorse