Seamless client onboarding because of Dubsado
October 20, 2021

Seamless client onboarding because of Dubsado

Brooke Schultz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Dubsado

We use Dubsado to onboard new clients. It serves as our CRM - helps with scheduling, emails, and so much more! It took us from using about 5 different programs to just one!!!
  • Automation
  • Clients onboarding
  • Forms
  • It’s provided a better client experience

Do you think Dubsado delivers good value for the price?

Yes

Are you happy with Dubsado's feature set?

Yes

Did Dubsado live up to sales and marketing promises?

Yes

Did implementation of Dubsado go as expected?

Yes

Would you buy Dubsado again?

Yes

There are no words I can say to accurately capture how much Dubsado has changed my client onboarding experience (And also how much time it has saved me!!!!)
I’ve never had any problems!
Dubsado is great as a CRM! It has saved me so much time and energy when it comes to onboarding my clients.

Dubsado Feature Ratings

Customer data management / contact management
Not Rated
Workflow management
10
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
10
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
10
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
8
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated