If you know me at all, you know I overanalyze every purchase I make TO THE MAX. Dubsado vs. Honeybook was no exception. Another fun fact about me, I HATE spending money. Evenso, a CRM (customer relationship management) was one of the first investments in my business because I knew it could streamline the process, allow me to get rid of my other bookkeeping service (Quickbooks), and allow me to nix my service that sent contracts. After much analysis, here was my conclusion.
With all the amazing CRM’s out there, how do you even begin to choose?!
I knew I needed a CRM, but which one was the big kicker. Here is a super brief summary on why I chose Dubsado.
If I can give you one piece of advice it would be smart small with Dubsado. It is a BEAST of a system and I implemented #allthethings right off the bat (workflows, invoices, emails, you name it). It left me feeling super overwhelmed and confused. Thankfully there were some great Dubsado video resources and I scheduled a FREE (aka my favorite word) 30 minute call and they helped me get my stuff figured out.
p.s. if you want a code for 20% off the first year, USE THIS LINK (or code BEKAH). This ISN’T why I chose it, but I’m happy to promote things I like!
I used Quickbooks Online the first year of my business, but didn’t like it for anything other than the invoicing software. Insert Dubsado (and PayPal which it connects to so I can get paid)!
I use this for managing my leads and clients + sending contracts and invoices. I really intend to utilize more of its features this year as their workflows and automation are AH-MA-ZING!
Dubsado is great for building relationships, scheduling appointments, and creating workflows to streamline a client experience. Mostly loving Dubsado for NOT having to rewrite the same email a million times 🙌
ALSO if you start the set up process and get EXTREMELY overwhelmed (I feel you), reach out to my friend Caitlyn Gray with Systems & Strategy. She does Dubsado setups (as well as Honeybook) and let her know I sent you!
Here’s some other blogs that may assist you in your entrepreneur journey:
Yes, with some of these I get a little commission, (with no extra cost to you) but I would recommend all of them regardless!