Introduction
As a business owner, managing all the tasks, from lead generation to client management, can be overwhelming. That’s where customer relationship management (CRM) software comes in handy. Dubsado CRM is one such software that can make your work easier and help you manage your business more efficiently.
What Is Dubsado CRM?
Dubsado CRM is cloud-based software that streamlines various business processes, including lead generation, scheduling, invoicing, and project management. It is an all-in-one solution that simplifies your business processes and saves you time so that you can focus on what matters the most – delivering quality services to your clients.
Why Dubsado CRM?
Without a CRM system, managing a business can be an overwhelming experience. Dubsado CRM offers several benefits, including:
- It helps you automate the repetitive tasks involved in client management, such as sending contracts and invoices.
- You can easily keep track of your leads, clients, and projects from a single dashboard.
- Dubsado makes it easy to create customized forms that help you gather information from clients and leads effectively.
- You can easily manage your schedule and business processes with the built-in calendar and workflow management tool.
Features of Dubsado CRM
Some of the key features of Dubsado CRM include:
- Lead capture and management
- Customizable forms and questionnaires
- Client portal
- Project management and task tracking
- Invoicing and payment processing
- Time tracking and reporting
- Email marketing and automation
- Integration with other popular software, including Zapier, Gmail, and Stripe
How Dubsado CRM Works
Dubsado CRM is designed to be user-friendly, and you don’t need any technical skills to use it. The software offers step-by-step guidance to help you set up your account, create your customized forms and templates, and start managing your business processes.
Once you sign up for the software, you can start building your client management workflows, create your forms, and start automating your business processes. You can also integrate Dubsado with your existing website, social media profiles, and email accounts to streamline your processes further.
Pricing
Dubsado CRM offers a range of pricing plans to cater to different business needs. The plans are as follows:
- Free Plan – This plan includes three clients, unlimited leads, and basic features, such as invoicing and templates.
- Basic Plan – $35/month – This plan includes unlimited clients, advanced features, such as workflows and scheduling, and limited email automation.
- Plus Plan – $50/month – This plan includes all the features of the Basic plan plus extensive email automation and unlimited branding customizations.
- Team Plan – $70/month – This plan includes all the features of the Plus plan plus team management tools and unlimited time tracking.
Customer Support
Dubsado CRM offers extensive support resources to its users. You can access their knowledge base and learn from the available tutorials and video lessons. You can also get in touch with their customer support team through email, live chat, or phone.
The Bottom Line
Dubsado CRM is a great solution for businesses looking for an all-in-one software that can help them manage their business processes more efficiently. With its extensive features and user-friendly interface, Dubsado makes it easy to streamline your business operations and focus on growing your business. Try Dubsado CRM today and see how it can transform your business.