Hey all! So this is a blog post that I’ve been thinking about writing for a while. Mostly because the Client Management System that I’ve found is amazing, and I’d love to share it with any small business owners looking for a way to get organized and take their business up a notch. If that’s what you’re looking for, Dubsado Client Management System is awesome! Plus, you can get 20% off by using this link.
“The Dubsado client management system is built by a small business for your small business”
What is Dubsado? In a nutshell, it’s a CRM created by a small business for small businesses. I work for a company with amazing customer service, and I can tell you that you get addicted to it. It’s almost painful to deal with companies that don’t have good customer service when you work hard to deliver great service every day! With Dubsado, this isn’t an issue. Their customer service is top notch!
They’re also all about serving their customers (small business owners) and improving the tools that they offer to make our jobs easier. They’re constantly rolling out updates, you can view their list of New Features that are coming here. And! Best of all, they listen to what their users want/need and are crazy quick about updating the system to fix bugs and add little things to make our lives easier.
Use Code “mandieforbes” for 20% off when you sign up for Dubsado.
So what do they offer? Here’s just the tip of the iceberg:
Electronic invoicing and payments
Client portals (This is a big one!)
“Dubsado makes it so easy for me to deliver a superior customer service experience to my clients.”
Dubsado Client Management System makes it so easy for me to deliver a superior customer service experience to my clients. I’m always paranoid about tracking client’s dates to make sure I don’t double book anything. Dubsado helps me do that. Whenever I book a client, they’re automatically added to my calendar and synced to my Google calendar and phone. I also love the client portal feature that makes it easy for my couples to sign and access their contracts and all of their documents with me in one easy place. Below are a couple of images of what my client portals currently look like, each client can sign into their portal with their email address and can easily view their contract with me, all of our emails that we’ve exchanged, any forms/questionnaires that I have for them to fill out, and they can also view and pay their invoices with me. It seriously doesn’t get any easier than this.
This banner in my client portal is just one example of Dubsado’s amazing customer service. When I first started using Dubsado, brand customization options for client portals was limited. Several users mentioned it, so Dubsado rolled out Portal Banners. Banners are used to brighten up your portals and to deliver a consistent brand experience.
Honestly, I don’t know what I did before I found Dubsado. I think I had about 20 different systems that I was using to create contracts, invoices, receipts, emails, calendars, and everything else that goes along with running a business. And now it’s all in one place. It makes my life unbelievably easier. Go try it out! They have a free 3 client trial that allows you to test out their entire system, so you don’t have anything to lose. And if you do decide to join #1 you won’t regret it and #2 don’t forget your 20% off coupon 😉
Where to next?