Why Dubsado Should Be Your Next CRM
Raise your hand if you’ve ever used a Client Relationship Management (CRM) platform that gave you more headaches than solutions. 🙋‍♀️ CRMs are supposed to make running a business easier, but let’s face it—sometimes they fall short.
Here’s the truth: every business needs a CRM. It’s a non-negotiable for tracking client relationships, managing schedules, and keeping everything running smoothly. But not all CRMs are created equal. Enter Dubsado—a platform that puts the “relationship” back in “Client Relationship Management.” Let me tell you why it’s been a game-changer for me.
Why CRMs Matter
A good CRM is like a business partner that never sleeps. It doesn’t just help you keep tabs on client data; it’s also your go-to for:
- Tracking finances and invoices
- Managing schedules and meetings
- Setting actionable goals
- Streamlining communication
- Improving services based on past client interactions
Without a reliable CRM, you’re flying blind. Dubsado helps you bring it all together in one place, so you can spend less time juggling tasks and more time growing your business.
My Journey with Dubsado
I started using Dubsado in 2020 after my life coach sent me an invoice through their platform. At the time, I was doing everything manually—tracking projects by hand, managing invoices in spreadsheets, and occasionally daydreaming about coding my own CRM out of frustration. Spoiler alert: I never coded one because Dubsado swooped in and saved the day.
Some of the first features I fell in love with were:
- Services and package creation
- Contract management
- Client portals for proposals and forms
- Automated workflows
- Lead generation forms I could embed in my website
Okay, that’s most of the features, but I was determined to get the most out of my subscription! It wasn’t all smooth sailing at first—Dubsado has a learning curve, especially when setting up workflows and packages. But once I put in the time, the payoff was incredible. Automated workflows were following up with leads, scheduling consultations, and sending proposals while I focused on the work I love.
My Workflow Today
Here’s how Dubsado fits into my business now:
- A lead fills out a form on my website.
- After I qualify the lead, Dubsado automatically sends a follow-up scheduler for a consultation.
- During the consultation, I take notes and discuss their needs.
- After the meeting, Dubsado sends a proposal with package options and add-ons.
- Once the client selects a package, I manually create the contract (a feature I wish Dubsado could automate).
It’s a system that saves me hours every week and ensures no lead falls through the cracks.
Why Dubsado?
If you’re tired of juggling clunky CRMs or managing everything by hand, here’s why Dubsado might be perfect for you:
- Free Trial: Dubsado lets you try their platform with up to 3 free trial clients. Test everything from forms to workflows without paying a dime.
- Fully Featured: Even in the trial, you can explore proposals, contracts, payment plans, and more.
- Integrations: Platforms like Zapier and QuickBooks work seamlessly with Dubsado to supercharge your workflow.
- Affiliate Perks: Love Dubsado? Share your affiliate code to earn discounts or passive income.
And the best part? If it’s not for you, no hard feelings—you can dip out without spending a cent.
How Nebulaic Labs Can Help
Not everyone has the time or expertise to wrangle CRM platforms, and that’s okay. That’s where Nebulaic Labs steps in. Whether you need help embedding lead forms into your website, configuring email domains, or setting up workflows, we’ve got your back.
We’ll handle the tech, so you can focus on what you do best.
The Downsides of Dubsado (and Why It’s Still Worth It)
No platform is perfect, and Dubsado is no exception. Here are a few challenges I’ve noticed:
- Feature Updates: They don’t roll out new features as quickly as I’d like. I chalk this up to being a self-funded company with a small team focused on stability.
- Mobile App: Their app is relatively new, and while it’s useful, it’s not as polished as the desktop version.
- Learning Curve: Setting up workflows and packages takes time, but once it’s done, it’s smooth sailing.
That said, Dubsado’s self-funded status is also a strength. They’re not beholden to investors, which means their decisions prioritize users, not shareholders. It’s a rare and refreshing approach in the SaaS world.
Ready to Dive In?
Dubsado has been a cornerstone of my business for years, and I can’t recommend it enough. Whether you’re a solopreneur, a small business owner, or just tired of spreadsheets running your life, Dubsado is worth a try.
Start your free trial here. If you’re ready to go all-in, use my discount code for 20% off your first month or year.
Final Thoughts
CRMs are more than tools—they’re partners in your success. Dubsado has helped me streamline my workflow, save time, and focus on what matters most: my clients. I hope it can do the same for you.
If you’re feeling overwhelmed or need help getting started, don’t hesitate to reach out . Nebulaic Labs is here to make tech work for you.