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Dubsado

Dubsado is a CRM (customer relationship management) system designed for service-based business owners, and our team will help you set it up for your brand!

Let's get this project started!

DANIELLE

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About Dubsado

Make managing client projects the easiest part of business instead of the part you struggle with the most. Dubsado is an all-in-one system that streamlines the necessary, but normally time-consuming, tasks for small business owners.

Learn More

This package is for you if:

You've worked with serveral clients and have a good idea of the processes behind your business.

You have your contracts, forms, and service packages outlined, but they aren't managed in one place yet.

You're ready to elevate your client's experience by infusing your brand through each step of the process.

Ready to have a platform to manage all of your clients in *one* place?

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BASE PACKAGE

We'll Setup Your Dubsado Account To Get Started

Our team will set up everything you need to get started using Dubsado with confidence. If you're not currently using a CRM or you're not using a CRM to its full potential, this package is for you. Our goal is to help you feel less overwhelmed with fielding inquiries and managing clients!

Investment: $2,000 USD

WHAT'S INCLUDED?
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CLIENT PORTAL + EMAIL SUPPORT

You'll have access to a client portal to organize all of our project details with email support throughout!

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SETUP PORTAL FOR YOUR CLIENTS

We'll customize your portal to allow your clients access all of their forms, emails, and invoices in one place.

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EMAIL

We'll help you connect your email account so any outgoing emails from Dubsado come from your email.

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FORMS, CONTRACTS, & PROPOSALS

We'll import and format all of your forms so that they are optimized and branded in Dubsado.

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PAYMENT PLANS + REMINDERS

We'll help you set up payment plans so you can add installments,and send follow-up payment reminders.

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BRANDING

We'll upload your logo, update your brand color, and add your contact information.

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PAYMENT PROCESSOR(S)

We'll help you connect your payment processor(s) so clients can pay your invoices.

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CALENDAR

We'll help you connect an external calendar to import and export appointments and events.

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SCHEDULER + REMINDERS

We'll help you set up your scheduler so you can set up appointments with your clients.

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2-HOUR DEMO CALL + Q&A

We'll have a one-on-one demo call to go over all aspect of your CRM that will be needed moving forward.

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DOMAIN

We'll connect your domain, so that your Dubsado links will be customized to your brand.

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VIDEO CONFERENCING

We'll help you connect a video conferencing platform so meeting links are auto generated.

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PROJECT STATUSES & TAGS

We'll organize your projects by phases and ategorize your projects for quick identification and filtering.

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SERVICE PACKAGES

We'll help you set up package templates based on the services you sell frequently.

What's Included?

Frequently Asked Questions

LET'S DO THIS!

Dubsado Application

Application
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