7 Reasons Why I Love Dubsado

Do you have a CRM (client relationship management) for your small business? I am obsessed with Dubsado, my CRM of choice, and I’m going to let you in on all the magic this little platform is capable of! 

There are several CRMs out there—Dubsado, 17 Hats, and Honey Book to name a few—but Dubsado (click here) is my favorite.  Why do I love Dubsado so much? Well I have 7 reasons why this CRM tool has changed the face of my business

1.Dubsado keeps everything organized

When you start working with several clients, it’s easy to get overwhelmed with contracts, proposals, invoices, and more. Dubsado frees up your brain to focus on creative tasks by keeping all of your paperwork and logistics beautifully organized.

2. You can use Dubsado for free!

Instead of giving you a limited number of days to trial the system, Dubsado gives you an unlimited time trial. You can use the system for free for up to three clients. This lets you see how it works, from proposal to follow-up once a project is done.

3. Dubsado makes automation a breeze.

With Dubsado’s workflows, you can automate your business processes and save yourself a ton of time. Create a branded contact form to embed on your website, and then have an automated email that is triggered and sent whenever someone fills out your contact form. You can reach out to clients in your sleep! And if you ever hire help for your business, it’s so easy to show a new person exactly how you run your operations within Dubsado.

4. Dubsado has the best customer service.

I’ve had to reach out to Dubsado for operating questions and billing questions, and every time they treat me like an actual human. They are so kind, helpful, and responsive.

5. Dubsado is completely customizable.

It requires a little work up front, but you can upload your hex codes for your business colors, business email, and logo to completely customize every form you send. Dubsado keeps your branding consistent and professional so customers will recognize your brand!

6. It’s easy to get help with your Dubsado setup.

Dubsado has a steep learning curve. There’s no way around it. But because the platform is so popular, there are plenty of VAs (virtual assistants) who specialize in Dubsado setups. You can invest in a professional’s help to customize your branding, schedule your workflows, and teach you how to use the different elements.

7. Dubsado offers awesome free templates.

Not sure what a contract or proposal should look like? Dubsado has an entire library of free templates to get you started! You can customize their forms to fit your specific needs without having to start from scratch or pay for a pricy template yourself. 

I’ll be honest, when I first started using Dubsado, I was pretty intimidated. I knew it had great features, but it was hard to know where to start. Even now, I’m learning new things about how to use and optimize it!

When you’re just getting started, you probably don’t need to invest in a CRM. But I do recommend that you start working with one before things get crazy busy. It’s shocking how quickly the invoices and contracts and proposals can pile up!

If you need more convincing that Dubsado is worth it (P.S. they let you pay in monthly installments or annually… and you can use my link to sign up today! Just think of how much easier it will make the tax process. When you’re an official, legitimate business, it’s really important that you track every invoice and have detailed information on all of your transactions. Dubsado makes it so easy! 

At the end of the day, if you want to be successful and know where all of your documents are, you need to invest in Dubsado 

As always, thanks for reading!

Are You Ready to Build A Brand For Your Business?

Now, if you are at a point in your small business where you are ready for a complete branding session and you need content, not just for an updated profile picture, but you need professional photo content for your social media and website to boost your online presence, I would love to chat with you about capturing and best illustrating the message behind your business through a branding session! If you are not based in Nashville, then I strongly encourage you to find a local photographer who lives in your city who specializes in branding photography who could help elevate your social media presence with images that will match the message behind your business with consistent and professional images. To schedule a branding session with me, please click here.

The Dubsado Toolkit For Family Photographers

I know I could go on and on about ALL THE COOL features about Dubsado and how to apply it to your business, ESP to your family photography business, but I will reign myself in! I truly hope that this specific blog post gave you more context of WHERE you can begin putting your contact form link (or lead capture form link) so that you can better streamline & automate your small business in more optimized ways!

If you are a family photographer who wants to have a better grasp on how to use Dubsado for your business, I am creating a resource specifically for YOU that involves the systems and workflows of Dubsado for a Family Photography business, to join the waitlist, click HERE

Or if you are a family photographer who wants to truly dig into your own systems & workflows of your new family photography business and you are motivated to better ELEVATE your business, I offer VIP mentoring days which you can read about HERE

If you enjoyed reading this article, please share it on Facebook or on Pinterest! I love encouraging other small-business owners and I love connecting with other businesses as I continue to grow my own small business!

Meet Your Friendly Nashville Branding Photographer & Business Systems + Workflow Educator

Dolly DeLong is a Nashville-based family & branding photographer and a creative business owner who educates on all things Pinterest, Dubsado, Lead Magnets & Email Marketing (aka pretty much all the fun automation stuff centered around those business systems)!  Dolly loves serving families, and business owners with her timeless, radiant photography.  She loves capturing the joy and emotion in both digital and film photos.

She also has a heart for serving the larger business community. Dolly shares her knowledge of tools like Pinterest, Dubsado, email marketing, and business systems with new creative business owners in an encouraging and supportive way because she believes that even muggles can become automating wizards!

Dolly’s faith and love for her family motivate her to help other business owners find the joy and freedom she’s found in running a successful small business.

Whenever she has a spare moment, she enjoys watching TV (i.e. Survivor), loves eating way too many sweets, and listens to podcasts while running or walking. To work with Dolly, please fill out her contact form here.

Interested in learning how to best automate your small business and have NO clue where to start? I am a workflow and business systems educator and I have so many tools, resources & templates for you to check out today! Click HERE or below to begin your automation journey!