Dubsado

For me, it's the ease of sending everything out to a new client: contracts, forms, and invoices. Also, the payment reminder schedule is a blessing! Plus, right when you log in, you can see what invoices are outstanding.

Dubsado is great as a CRM! It has saved me so much time and energy when it comes to onboarding my clients.

I’ve never had any problems!

If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished.

This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.

They don’t have live support chat but they have email support. They get back to their customers fairly quickly and continues to provide free resources that will help users understand how it works.

The only thing is that they take time when it comes to implementing features that makes so much sense to implement given many users have encountered similar issues while using the tool.

But they have a great social community so that helps.

If you are not tech savvy, you should hire a professional to set up your Dubsado workflow.

The support is amazing. They are always quick to get your issues sorted. I have never had to wait longer than 4 hours to get an issue resolved (and usually its within 2 hours)

Dubsado is perfect for service-based businesses and I always recommend to my clients, the only time it doesn't work is if someone doesn't have the budget yet or is a start up.

The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes.

It is well suited to small businesses for automation and getting their processes in order, to save time and energy in their business. The overhead cost is low for small businesses, and the team can all collaborate. It works well as a basic invoicing tool and collects payments.

I have only used support once in the beginning, and they were extremely timely and didn't give up until a solution was reached. This was also during a weekend which was not expected.

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.

Dubsado is great for any company that works with multiple clients and that needs to keep track of invoices, contracts, and any and all information relating to client projects. Dubsado isn't as great to keep track of your business' bookkeeping.

This platform is amazing for any type of coaching entrepreneur or virtual assistant. However I would not recommend it for those that just wish to have a CRM. Dubsado is much more than that, and while it functions well enough to keep contacts organized, you have to do a lot of manual input to know where you are with clients. It's also not great for tracking recurring tasks.