The One Software You Need For Your Service-Based-Business
DISCLAIMER: This post contains an affiliate link. What this means is I receive a small commission if you choose to use my link, this comes at no cost to you and know I wouldn’t recommend anything I didn’t truly love.
Having an online business that’s service-based means that there’s a lot of digital forms that go back and forth between me and my clients. From proposals to questionnaires to contracts, there’s a lot of back and forth. Whether you’re a health coach, life coach, brand designer, bookkeeper, or other types of 1-1 service, looking professional online is big on the importance scale when you’re looking to build trust.
One of the first hurdles I came across when I started my business was finding software that had all the items I needed when it came to being professional. For instance, sending a contract for a client to sign or taking payment. I wanted my forms to be professional, easy to fill out for my clients, and most of all, align with my business AKA looking like my brand.
I tried out a couple of softwares that did NOT make the cut when it came to having all the things I was looking for. Until a fellow designer told me about Dubsado.
Dubsado is a Customer Relationship Management System that, in my opinion, is the best out there when it comes to running your creative business and having everything you need to run your business effectively and professionally.
HERE IS A SMALL LIST OF ALL THE THINGS YOU HAVE WITH DUBSADO:
• Send professional contracts
• Send proposals and questionnaires
• Invoicing
• Bookkeeping
• Workflows
• Monthly calendar view (which I love)
• A quick view of all incoming payments
• Able to easily manage projects
• End of year Profit and Loss report
• Able to save forms, packages, and canned emails to save you time.
Not only does Dubsado offer all these features, but something I love about them (that I’ll get to in a minute) is that they are always looking for ways to improve and are constantly adding new features and improving the platform. A huge win for any customer!
Here are 5 things I love about Dubsado (that make me excited to log in every day)
1. Ease of use
As a brand designer, the branding and website process can be a little overwhelming because there are a lot of moving aspects. But with Dubsado I’m able to easily manage my projects, keep things in order, and my clients feel that my process is very systematic and organized. This is a review from a past client I worked with on her branding; here’s what she said about the experience:
“RuthAnn created a beautiful cohesive brand that really encompasses me as a person and as a business owner. The process was seamless, professional, and fun! I know I’ll be working with her again in the future!”
— PEGGY
While how I present the process is a major factor, so is the software you use to guide a client through the process. And in this case, my client loved the process and it felt easy and streamlined, which is exactly what I’m going for.
Not only is the backend simplified, but the way you create proposals and questionnaires is beautiful and makes designing a breeze which takes me to my next point.
2. Designing is a breeze
Being a designer, I LOVE the design features within Dubsado. They allow you to be as creative and full of flair as you want, or as simple and straightforward as you like. The features are totally customizable to how you want to present your business and with that in mind, it makes designing new proposals or questionnaires totally enjoyable and fun to do.
3. Branded to your business
Dubsado doesn’t take the credit, they allow your business to be front and center, never using their name in the invoices or proposals. Rather, they let you brand your business with your own logo, name and company so it looks really professional from top to bottom.
And it’s SO easy to do. You don’t have to be a designer to easily put in your colors and logo in so all your forms and invoices are branded with your business and beautiful for every client interaction.
4. High-quality customer service
I love Lowe’s but I think Dubsado’s tagline should be “never stop improving,” because that’s how they approach all they do. Being only 4 years old it’s amazing how many changes they’ve made, how consistently they share what’s new, and what they’re working on next which ultimately makes our lives easier.
The customer service at Dubsado is unrivaled, whether you’re trying to find information or have a suggestion for improvement. They’re always attentive, thankful for feedback and want to hear more of the customer experience. I love how the founders, Jake and Becca, lead their team, they are approachable, humble and truly love their clients, which is a huge gold star for anyone leading a company.
5. A one-stop-shop for what your business needs
I mentioned this earlier, but from sending polished proposals to signing contracts, to managing your calendar and projects, even keeping track of your bookkeeping, Dubsado has thought of everything to make your life easier as a business owner.
You don’t have to run around with a million tabs open on your computer to get everything done, you can get so much done all in this one platform with simplicity and professionalism. I truly love logging into Dubsado every day and I would love for you to give it a try!
Dubsado is turning 4 years old this week and in celebration, they have so many goodies in store for first-time users, so if you wanna give it a try click this button below and give it a shot. I hope you love it as much as I do!
