One click does it all when you use Dubsdao
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer
April 26, 2020

One click does it all when you use Dubsdao

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Dubsado

This is the tool I have been looking for! It simplifies the process of sending out contracts, forms, and invoices. And the built-in reminder feature, it's perfection. I love that you can customize everything in here to fit your business. While I just started using it last year, I am constantly adding new invoices, different contracts, and special discounts, which makes it easy and fast when someone says, "send me over an invoice." Click a few buttons (after you set up your templates), and BAM, your invoice is on its way!
  • Automation
  • Customization
  • Customer service
  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
  • It's saving me time.
  • I am less frustrated when I need to create a new invoice or contract.
  • Less time spent on these admin tasks means more time available to work with clients.
Because it handles all pieces of bringing on a new client and managing recurring clients.
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 Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
10
Quote & order management
10
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
9
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated