Dubsado Tips: Saving hours using a CRM
I’ve been a dubsado user since they were newbies in the CRM industry and it’s made my business and life a whole lot easier. If you've been following my journey, you know I've been riding the Dubsado wave since 2019. Over the years, they’ve added more and more to the platform making it even more robust and truly acting as my AI VA!
Here’s a quick overview of the magic Dubsado has brought into my business life:
Completely Custom Workflows and Templates: Within Dubsado, you can create as many workflow templates as your creative heart desires. I've got workflows for weddings, engagements, portraits, brands, consulting – you name it. It's like having a personal assistant for every facet of your business.
Proposals, Questionnaires, Brochures, Tasks, Emails, Invoicing, Payment Plans, Contracts and SO much more: The possibilities inside Dubsado’s forms is a business owners dream. It's like building your perfect line-up for seamless client management. Assign tasks, send emails, gather info with questionnaires, book your services quick and easy, easy data collection, and overall project management.
Triggers for the Win: Every good thing needs a trigger, right? Well, Dubsado has nailed it. Set triggers like after activating the workflow, before the project date, after the project date, or after the previous step is complete, and many more. It's like having a personalized alarm system for your business success.
Task Management Tool Awesomeness: Once your custom workflow is applied to every project in your Dubsado pipeline, dive into the task management tool. This bad boy lets you do daily check-ins and conquer your to-do list with ease. From sending activated emails to completing tasks outside Dubsado – it's a breeze!
Ready to upgrade your business game?
If you're ready to take your business backend to a whole new level of efficiency, click here for an exclusive 20% off your first month or year with Dubsado (code: kaylabeard).
Still want more juicy details on how I'm rocking Dubsado in my business? Dive into this blog post where I dig deep and list 15 reasons why Dubsado is my CRM of choice and how I'm running not one, but two businesses with this powerhouse.
Cheers to saving time, conquering your to-do list, and making your business journey a whole lot smoother with Dubsado!