If you know anything at all about us over here at Boss Project, you know that we’re long-time Dubsado fans. Before we transitioned to digital courses years ago and were still offering services, Dubsado was our go-to. Now, we’ve kept up with the software updates and new features, and it’s the #1 CRM we recommend to service providers looking to organize and streamline their business.

While we’re positive it would win you over at the major, more well-known features (think workflows, forms, the client portal), it’s the smaller features that will have you shouting from the rooftops about Dubsado. That’s why we want to talk about 5 of our favorite lesser-known Dubsado features and how to use them!