Dubsado is the BEST CRM for small business! | TrustRadius

Use Cases and Deployment Scope

I use Dubsado to manage invoice, contracts, questionnaires, and feedback forms for my Graphic and Web Design Business.

Pros and Cons

Customizable fillable forms
White-label branding ability
Amazing customer service

Project tracking/workflows
Client portal could use improvement or additional features
Steep learning curve at first

Return on Investment

Clients are excited to hire me because my onboarding process is so professional
Easy of use makes collecting payment from clients easy
Streamlined process allows me to charge more for my services

Alternatives Considered

17 Hats was too complicated, not very visually appealing, and very expensive compared to Dubsado.

Other Software Used

Asana, Adobe Illustrator CC, Adobe InDesign

Likelihood to Recommend

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