Dubsado is the perfect CRM for service-based businesses. Really, it doesn’t even matter what kind of service-based business you are or what industry you’re in– Dubsado is almost guaranteed to be a surefire option for you.

However, many people use it in different ways depending on their industry and their own client processes, one of those people being Wedding Planners. So, today, we want to cover how to use Dubsado as a Wedding Planner! If you’re a Planner who’s been on the fence about whether Dubsado will work for you, hopefully this will clear up any worries or confusion you may have about the software!

One of the many many perks we believe there is to Dubsado is the fact that it’s pretty much the only tool you would need as a brand new business owner. Everything you could possibly need so far is inside this all-in-one CRM, saving you oodles of both time and money. It’s immensely valuable these days to be able to have all of your tools packed neatly inside of one software, which is why Dubsado is our absolutely favorite CRM.

In today’s post, we’ll be diving into everything that Dubsado can do that makes it the ultimate all-in-one CRM!

Dubsado is the ultimate CRM for all service-based businesses, and we especially love how useful it is for Virtual Assistants. As a VA, you likely have tons of tasks on your plate, and you’re working hands-on with clients basically every single day. You need a software that’s going to help you streamline and systematize your processes, so you don’t eventually burnout.

We’re back with the second (and final) post in this comparison game between the three top CRMs in the game: Dubsado, 17Hats, and HoneyBook! Last week, we compared Dubsado vs. 17Hats. If you want to find out who our personal winner was, head here to check out that blog post.

Today, we’ll be diving into Dubsado vs. HoneyBook, so you can make an informed decision about which platform would be the best CRM for your business. Let’s get started!

CRMs offer an easier and more streamlined approach to sending contracts, proposals, forms, invoices, and other documents, all the while maintaining a consistently branded and professional image.

The thing about CRMs is that there are a lot of them, and it can make choosing the right one a very difficult decision. Three of the main top dogs in the CRM game right now are Dubsado, 17Hats, and Honeybook. Even though we’re hardcore Dubsado lovers, we believe in fair game for all, so to help you decide if it’s the best CRM for your business, we’ll be comparing it to 17Hats today

At the heart of every service-based business is the client experience.

It’s like the one key that unlocks great testimonials, referrals, repeat clients, and all around an awesome business reputation. Without taking the effort to refine and make better your client experience, you’re missing a huge opportunity to stand out from the competition!

An amazing way to amplify your client experience is by using Dubsado’s client portal feature! Not only does it give your brand a polished and professional feel, but it also makes things 10x easier on your clients. With the client portal, your clients are able to easily view email exchanges between you, documents you’ve shared, forms, invoices, task boards, and more.

Keep reading to learn more about the client portal, how to use it, and how it can amplify your client experience!

In our humble opinion, subcontracts are the underdog of Dubsado forms. Most of the love is given to proposals, questionnaires, and lead capture forms, but subcontracts can also be an amazing asset to your business! If you’re a photographer, wedding planner, brand and web designer, stationery designer, or florist, for example, it’s likely that you need to send proofs of your work for clients to approve.

What better way to do this than to have the legal backup of a subcontract? Since clients need to sign off on them, trust us when we say that this will save you a ton of headache in the future. So, if you want to learn how to create a proof from a subcontract, keep reading!

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!