Dubsado

Dubsado is an all-in-one hub for small business owners to manage operations from beginning to end.

Administrative tasks shouldn’t distract you from growing a business. With Dubsado, you can finally lighten the load on your plate and focus on what really matters—like building strong and enduring customer relationships.

Looking for an easier way to onboard new clients? Embed a form on your website and automatically send them relevant documents to get started. Add a project tracking element in the form while you’re at it. That way, you can analyze where your best leads are coming from—automatically.

To unlock unlimited active lead capture forms, upgrade to Dubsado’s premier plan.

The premier plan, which sets you back at $400 annually, also includes advanced features like public proposals, automated workflows, scheduling, and integrations with Zapier and major bookkeeping apps.

Build a customized portal for clients to review proposals, sign contracts, and pay invoices in just one tab. Set auto payment reminders to avoid delayed (and missed) payments. Once clients complete the forms, send them a questionnaire via an automatic workflow.

Does creating these documents from scratch fill you with dread?

Great news, Dubsado has templates for that. Use smart fields in your canned emails to personalize your welcome message. Add your logo on the invoice to show off your brand. Include an e-signature block to make signing fuss-free.

Meetings-wise, you can either embed a custom calendar on your website or share it privately with a client. Set your availability and booking fee right from the get-go. If you offer paid video consultations, bundle them together to offer clients a variety of options.

It’s never a good idea to have your assets scattered all over the place.

Dubsado organizes all email threads using project tags and statuses in a central hub so that you can locate the correct files quickly. You can also create task boards to keep yourself accountable and track time spent on each project to understand how you spend your time across the entire client base.

Any business owner will benefit from using Dubsado, thanks to its flexible features. From marketers and legal professionals to even doulas and makeup artists, this complete business management platform has the tools you need to track every aspect of your business with ease.

Key features

• Forms and email templates
• Invoice and reporting
• Project and client management
• Scheduling
• Automated workflows