Dubsado is a very powerful tool and can be a little intimidating to someone who has never used a CRM.
If you’re looking for a tool to help you manage your clients. I’d like to share how to use Dubsado to manage everything for your clients from the time you receive a request for a wedding, portrait or senior session.
Dubsado enables you to record phone calls, text messages and notes requesting more information from the beginning to the deliver of the images and video.
Let’s get started.
How to collect leads using Dubsado
My favorite part of the form is being able to send specific emails in regards to form selection.
This enables you to tailor your emails with detail information that will help the client from the first time they contact you.
How to automatically schedule appointments.
Dubsado’s recently launched a featured that enables you automatically schedule appointments.
You can embed the scheduler on your website via a page, post or popup using Elementor free or pro version.
Appointments can be synced to your calendar (in my case I use Google) with all the information you need when you meet with the client.
How to collect payments & sign contracts.
By using Dubsado, you’re able to eliminate the need for several different services for collecting payments, signing contracts and sending the initial email for more information.
Once you have the details for the clients event, you can create either an invoice are proposal for approval.
Once an invoice has been created, the client can make their payments online at any time.
What else can you do with Dubsado?
Dubsado can used for any product or service you need to collect payment.
They’ve created it so that you’re able to customize Dubsado to fit your business without the restriction.
What other services have I tried?
I’ve tried a lot of the other platforms such as Tave, Honeybook, Studio Ninja, 17Hats, ShootQ, Book Me for Photographer and a few others.
All of the services I’ve mentioned above are great and will get the job done. The important thing is to select the service that fits you and your business.
For me, it was Dubsado. It was simple and easy to get up and running from the beginning.
I’ve shared how to use Dubsado from my personal perspective as your 1-stop-shop CRM.
Not only can you use Dubsado to collect leads, but it can be used to automate a serious of emails you want to send immediately to build the relationship between you and the potential client.
How to use Dubsado for payments, scheduling, time tracking and more to help you manage your business.
But when it’s all said and done, you need to have your own reason for choosing Dubsado.
With that being said, you can try Dubsado free and receive a 20% discount when you subscribe.