Dubsado Reviews

It's versatile and functional and able to be completely made to look on brand for my business which I love. It integrates with my systems easily and is easy to use.

While I have only used Dubsado and can't compare to other CRMs I do wish it had an app for my phone. That is my only real complaint is no app. Everything else is really great.

Organizing clients and the projects. It keeps multiple projects with same client organized which is great. I also love the ease of payment and professional big business look for this solo entrepreneur.

Integrating accounting, contracts and proposal(s) when dealing with clients. It is a CRM workspace software with scheduling and contact list management. The best is the ability to integrate with other software.

There are a few limiting issues with the software, such as the inability to control print margins and restraining factors with the statement of invoices. It is currently not possible to print and send a statement to clients highlighting pending invoices.

Client Management Relations and process automation with project management, invoicing and keeping track of contracts. Additionally, Dubsado removes the laborious manual processes, and best of all, digitally signed contracts are possible.

My emails and tasks are easily found, catagorized very well. Email communications with clients are

The tasks features become hard to archive. Takes several steps to finally archive tasks.

keeping client accounts well managed and emails easily obtainable

I love that I can automate interactions.

I wish it offered texting in its workflows.

It helps me stay on top of new leads, while also better serving my current client base.

The workflows integrated with client management and even automated emails takes our service to a whole new level. It allows us to seamlessly communicate with potential clients and efficiently and professionally onboard a client once they sign proposal (which can also be created in Dubsado)

I don't know that I have found any downsides to the platform yet. Maybe the learning curve. It takes some time to get use to the platform but that comes with any new technology/software.

Proposals, onboarding of clients, responses to potential clients and a number of other things. This frees up our team to do what we do best, which is accounting. We can trust that dubsado will guide us through the workflow and get us where we need to be

I love all of the ways you can set up templates so you don't have to type the same emails over and over again. I also love how clean everything looks when you are communicating to your clients, from invoices to sending contracts.

It doesn't seem to be built for companies that have more than a few employees or who use sub-contractors that may need to communicate to clients if you want to track all communication.

Do their Dubsado Beginner Study Group before setting up your account so you can understand it and set it up properly. Probably the best training I have ever received from a company.

Dubsado helps make invoicing easy by sending reminders to clients automatically and sending recurring invoices automatically so i don't have to think about it! It also allows us to keep things everything organized in a client file like contracts, proposals, communications, and invoices. It also helps us capture leads and process those leads so we ensure no potential client gets lost.

The best thing about Dubsado is I can manage all my projects and collect payments all in one place. I use Dubsado as my primary way to collect data, communicate with my clients, and keep track of their projects.

I'm not too fond of the lack of customization. If you want to slay your Dubsado, you'll have to purchase a template. Dubsado just started working on a new BETA interface for their forms. So that's a plus.

The best investment you'll ever make for your business. It does take time to set it up, but it's worth it.

Dubsado makes it easy for me to keep all my notes, appointments, payments, and project progress in one place. My team and I are more productive in my business. I

Easy to build templates, invoices and proposals.

Avoid the repetition of tasks, since I have pretty much all created in advance!

I'd love to have more calendar templates for each of my team members and be able to get paid on multiple currencies.

I solve many of my daily time consuming tasks, such as emailing, invoicing, invoice reminders and automated workflows.

I prefer specific processes to be on autopilot, which makes things easier for new clients and me.

Dubsado has saved me so much time because I can onboard and manage clients with greater efficiency. Plus, compared to similar products, this app simply offers more features at a better price point.

It would be nice not to have to create a new client project whenever an existing one signs a new contract.

I love being able to manage all aspects of the client lifecycle in a single location. I don't have to go to a different system to email, invoice, schedule, or send documents.

I love that it replaced about six different softwares for me (contracts, invoicing, payment processing, forms, client portal, scheduler). It is customizable and many of the features can be automated. I also love the customer support team. The owners and team are always improving the software and adding new features.

I wish it had an app so that I can be notified when I get a new lead or when a client completes a form, etc. For now, I have the Dubsado URL saved on my homescreen on my phone to easily access.

For me it has replaced about six different softwares with my business and client management. It saves me time and makes a great customer experience for new clients that need to sign contracts, make payments, complete forms, etc.