March 2, 2020
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
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.
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.
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.
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.
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!
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.
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 of 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!
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.
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! If you haven’t joined my small-business group yet, please click on the image below to receive a free 37-page e-book (PDF) on how to navigate the waters of social media as a small business owner (seriously, I put so much time and effort in creating this FREE resource to best encourage and help other small business owners and I hope you will check it out)
DOLLY DELONG IS WIFE TO A SUPER CUTE COMPUTER NERD, MAMA TO A LITTLE DROOL MACHINE, AND A FAMILY, ELOPEMENT & BRANDING PHOTOGRAPHER BASED OUT OF NASHVILLE, TENNESSEE. DOLLY IS AN 80S BABY THROUGH AND THROUGH AND LOVES HER 80S PANDORA MUSIC STATION, WHICH SHE DANCES TO ALMOST ALL THE TIME. WHENEVER SHE HAS A SPARE MOMENT, SHE ENJOYS WATCHING TV (I.E. SURVIVOR), SHE EATS WAY TOO MANY SWEETS AND LISTENS TO PODCASTS WHILE RUNNING OR WALKING. TO WORK WITH DOLLY DELONG PHOTOGRAPHY, PLEASE EMAIL HER AT THEDOLLYDELONG@GMAIL.COM OR FILL OUT HER CONTACT FORM HERE.
IF YOU ARE A SMALL BUSINESS OWNER, PLEASE CHECK OUT HER FREE PDF RESOURCE HERE WHERE YOU WILL RECEIVE A 37 PAGE DOCUMENT ON HOW TO NAVIGATE THE WATERS OF SOCIAL MEDIA AND YOU WILL ALSO RECEIVE ONCE WEEKLY EMAIL CONTENT ON HOW TO GROW YOUR BUSINESS USING VARIOUS MARKETING TOOLS. (IT’S FREE CONTENT!)