Being a Fempreneur at the beginning of your journey your a one (wo)man band, trying to do all the tasks, admin tasks like sending invoices and contracts taking up so much of your time? 😬 You're Constantly emailing back and for with new leads on when to book a discovery call? Hate that your client onboarding isn’t smooth and welcoming? That's even if you have an onboarding system!
Say hello to Dubsado! Dubsado is a CRM software (customer relationship management system) that helps you with the background tasks of your business! ✨
From the workflows, the email templates, client portal and scheduler just to name a a few of its features. It’s an amazing software for you to use for your own business to make things easier for you and a better experience for your clients. 💖
Workflows
Dubsado workflows are an automation that attaches to a project, they make your client experience smoother (and easier for you!) because you have processes and systems in place! No more forgetting to send that invoice! You can add in email templates, schedulers for calls, proposals, contracts and invoices. ALL AUTOMATED!! Reducing your time spent on Admin tasks.
Client Portal
The Dubsado Client Portal is where your customers can log in and and see everything in one place! This is not only easier for you but easier for your clients to. They can log in and see their invoices, emails, contract, proposals, shared links and documents. You can also integrate the Client Portal into your website!
Scheduler
The Dubsado Scheduler syncs with your calendar so that you don't have to worry about double booking yourself. It also make it easier for your clients to book strategy calls, group sessions and discovery calls. You can fully customise how many calls you want booked in per day as well as between what hours clients can book calls.
Integrations
Dubsado has a number of integrations my favourites are:
Zapier - Your new leads will get automatically added into your email list.
Zoom - Dubsado also has integrations with other video conferencing apps. I love that I don't need to send out zoom links to my clients when they book a call with me! Saves me so much time!
If you would like some help setting up your Dubsado book your Free 30 minute Discovery Call today and let's see how I can help you streamline your business.
For 30% off your first month of Dubsado use code: freedomcreative30
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