What’s the best CRM for small business? Dubsado.
In this article, you’ll learn why - after exhaustive research and testing - I chose Dubsado CRM for small businesses over Dubsado alternatives, and why it might be the right fit for your small business. Plus I share how to get the best Dubsado pricing at 20% off! And, you’ll also get an honest and in-depth review of Dubsado features and how I use it in my coaching business.
Be sure to watch my Dubsado tutorial video at the end of this article, too! I give you an in-depth walk-through of Dubsado features and share important insights and tips I’ve learned from using it to manage my business.
Why I chose it over Dubsado alternatives
Now let’s dive into why Dubsado is such a great client relationship and business management software, especially if you’re a smaller service provider.
It comes back to a basic business question I often ask myself: How can I make this simpler and easier?
Have you ever felt like just too many things are falling through the cracks in your business, even though you already have some systems in place?
Yep, that’s how I was feeling a back in early 2019 - like a lot of money and precious time were needlessly slipping through my fingers. And, oh-my-gee, the unnecessary added stress and overwhelm I was putting up with simply because I’d been procrastinating about putting a true business management system in place.
As I looked at my pile of Post-It Notes with all my to-do’s jotted on them and was scrolling through my overfilled inbox looking for an important email once again, I vowed to do something about it. I spent dozens of hours researching CRM software, business management systems, comparing all the options, polling people in Facebook group about which ones they liked best and why, and signing up for free trials and testing them out.
And while some Dubsado alternatives, like 17 hats or Satori have their own fans, after I tried out seemingly all of the top contenders, time and time again, all roads pointed to Dubsado as being the best CRM for small businesses, including mine.
Dubsado pricing and review
If you don’t know what Dubsado is, think of it as your business’s command center that can either be the one tool you use to do and track just about everything in your business, or it can enhance the systems you already have in place while solving some painful problems (in my case, not missing important emails because doing so can cost me a lot of $).
As a company, Dubsado also does cool things like celebrating its birthday every year by giving away great prizes like winning their Forever Plan. Even if you sign up for Dubsado at another time, you’ll be eligible to win, too. (Pretty cool, eh?)
The top reasons to use Dubsado
Plain and simple, the top reasons to use Dubsado:
Make it easy to manage your business all in one place, instead of DIY spreadsheet tracking or duct taping together various tools and software
You can stop being overwhelmed and letting things slip through the cracks (costing you precious time and money!)
Close more sales and make more money in your business via greater organization
There are a lot more reasons, but I see these three as the core of what Dubsado can do for your business: bring much needed order, sanity and profitability through smart business and client management. Plus, they have everything you need to do that all in one place!
That’s how I see it. The reality is that if stuff is falling through the cracks and you’re not following up with people like you should, that’s money you COULD have otherwise had your bank account.
And here are a bunch of other reasons why you should seriously take a look at Dubsado (these are what won me over):
EMAIL TRACKING!! This was the #1 thing for me… No more important emails getting lost in my inbox in a sea of lower priority emails.
Dashboard that gives you an at-a-glance snapshot of how your business is doing, plus ability to run more in-depth reports
Integrated payment processing (no extra fees)
Online scheduler (like Calendly or Acuity, but you don’t have to pay extra or use yet another tool)
Workflows (OMG… automation heaven for stellar customer service and lead follow-up!)
Automated billing and auto-deduct payments
Client portal where your clients can go to access invoices, forms, proposals, documents, etc.
Embeddable lead capture forms
Integrations with a zillion other useful tools you’re probably using (or should be)
Task management (Think of it as a super-charged to-do list that allows you to assign tasks to a client, job or even one of your team members. They even have Boards, just like Trello!)
Embed your proposals on your website. Have clients pick packages, sign the contract and pay the invoice all without leaving your site. Making sales easy = more money for you.
Stellar customer support. If you’ve ever hit a snag using a tool, you know how important this is (and how much it sucks when a company has bad customer support!) They'll even help you migrate over from another CRM and set up forms for you! #awesomeness
This is just scratching the surface of what Dubsado can do for you - and it’s ALL IN ONE PLACE (can I get a hallelujah?) - and their team is constantly adding new and helpful features.
How to get the best Dubsado pricing
Why you should check out Dubsado NOW… You can lock in a crazy low rate forever!
Sign up for their free trial (no time limit!), and when you upgrade to a paid plan, you lock in the that rate for life. No fee hikes… nice! And, when you use this link and Dubsado coupon code ‘christineparma’ (without quote marks), you’ll get 20% off, too!
As of this update (July 2020), the monthly Dubsado price comes out to less than $30 per month (before any discounts or special incentives they may be offering). But even more importantly than the price is how much of your time and sanity you get back. At least for me, that was truly priceless!
Watch my Dubsado tutorial
If you’re curious what Dubsado looks like under the hood and how to get started, wonder no more! I created this Dubsado tutorial to help you. I also share some of the most important features I use to manage my coaching business, plus insider tips on things I’ve figured out through trial and error.
I walk you through the Dubsado login and set up, an in-depth tutorial on the Dubsado scheduler (important tips included!), using templates, how to create canned email responses, setting up a new project and client, what the Dubsado dashboard looks like, invoices tracking, and more. Get ready to take notes! :)
Watch my free Dubsado tutorial and get insider tips I’ve learned from using it in my business.
I’m so happy I made the choice to use Dubsado. It’s helped me be way more organized in my business and it’s made staying on top of clients easy…. which has meant more money in the bank, too!
Give Dubsado a try for free and let me know how it goes by leaving a comment below!
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Welcome! I’m Christine Parma. I’ve helped thousands of purpose-driven entrepreneurs, thought leaders and changemakers joyfully transform themselves, their businesses and their "real world results" in ways that align with their values, increase their impact, and achieve the bold visions they hold... and I'd love to support you, too!
As a results-focused trainer and coach, I help you craft both a wildly successful professional life and deeply fulfilling personal life. By combining highly effective coaching methods, smart strategies, strategic systems, and powerful personal transformation modalities, I support you with moving past what’s been limiting you, map a clear path forward to achieving your boldest goals and achieve your fullest potential with joy, grace and flow.
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