Well, folks, Dubsado’s done it again. And by that, we mean completely blown us away with its functionality. On top of the bajillion other features it has, did you know it’s able to even handle basic bookkeeping? This is absolutely perfect for small businesses that need a start at keeping track of their finances, but that aren’t ready for a super robust software like Quickbooks.

There are tons of simple bookkeeping tools for you to stay up-to-date on your finances and track lead generation metrics right inside of Dubsado, which is what we’re going to go over today!

We’ve said it a million times and we’ll say it again: One of our favorite features of Dubsado is their forms! Their form builder is beyond easy to use, and they’re even easier to send off to clients or embed in your website. Within minutes, you can have a beautiful form created thanks to their user-friendly layout.

Forms are so versatile and can serve many different purposes. Don’t let the categories fool you– whether it’s a proposal, questionnaire, or lead capture form, you can turn it into just about anything you need. In this post, we’re going to share different ways that you can use Dubsado forms to run your business!

Do you ever wish there was a way that you could keep information on file for your clients in Dubsado aside from the default basic contact and project info? Say you’re a wedding planner and you want to easily keep track of guest count, or perhaps you’re someone who loves sending gifts to your clients on their birthday.

Whatever the case may be, you’re able to collect and keep track of this information using custom mapped fields. A custom mapped field is a place on a client profile or project to store information in the form of text or a date. You’re able to add fields that are relevant to your business, so you can always have it at a glance, or even use an integration with Zapier to add this info to other tools.

Today, we’re going to go over everything related to custom mapped fields in Dubsado and how to use them!

Do you ever find yourself writing the same email to clients multiple times? At this point, it’s just a part of your usual process. While we’re sure you’re probably not a stranger to canned responses in Gmail (They’ve been a lifesaver for us), what you may not be aware of is that you can create them in Dubsado.

You’re able to add canned emails to automated workflows or send them manually, and they’re an absolute time- and headache-saver. Instead of having to rewrite the same email multiple times in a different platform outside of your CRM, you can bring that function inside of it since Dubsado also connects with most email services to allow you to send and receive emails straight through the software.

In this blog post, we’re going to be breaking down canned emails from start to finish. Don’t worry, this won’t be a super long one. Canned emails are so simple to use, you can have yours up and running in as little as 10 minutes!

Dubsado is our absolute favorite CRM because it brings the perfect blend of simplicity and robustness. It’s laid out in such a user-friendly way, yet it takes care of so many functions that the average business owner would need. From their forms, to workflows, to client portal, Dubsado is truly an all-in-one platform that we just can’t get enough of. Out of all of these amazing features though, we want to share our top three favorites.

We all know how much we love Dubsado’s workflows (so much so that we wrote a whole blog post about them, which you can check out here). But what you may not know is that, although their native workflows serve tons of amazing actions, you can take your automation game one step further by integrating with Zapier.

We’ve been around the block with Zapier a few times, so much so that we could dub ourselves Zap experts, and we’ve thought of more ways that you can take Dubsado to the next level! Keep reading to learn 4 more things you can automate using the Dubsado and Zapier integration.