If you’re looking to amplify a potential client’s experience and streamline your processes, you need a CRM. Bottom line: you need a CRM, and Dubsado is hands-down the best choice for designers.

I made the commitment to Dubsado after trying several platforms because of five features.

• Customization

• Proposals

• All-in-One

• Workflows

• Client Proofs

CUSTOMIZATION

The customization in Dubsado is top-notch. You’re not going to find stronger customization in any other CRM. All of your client-facing docs can be completely customized with your brand colors, fonts, and graphics. As designers, our clients expect something beautifully designed. They’re not looking for blank and basic. With Dubsado, you can design your contract, proposal, emails, forms, client portal, and more. All of it can be branded towards your business. As a designer, our client-facing docs reflect our business. If you have a professional, clean look, you will attract clients who prefer that look. If you have an eclectic, busy look, you will attract clients who prefer that look. Personally, I like to see my branding as well, which I can do in Dubsado. Customizing the look of your platform elevates your status as a designer and business owner.

PROPOSALS

Dubsado shines in a lot of ways, but the proposals are one of my favorite areas. Proposals can be dynamic with Dubsado. With coded blocks, you can add video, scheduler plugins, and so much more. You can embed these onto your website to streamline processes with a few steps. Your proposals can be as custom as you need them to be and gain all of the information you need to gain. You're really only limited by your imagination and skill level.

COMPREHENSIVE

Most CRMs are meant to be comprehensive, but Dubsado does it better. All of your contracts, Invoices, canned emails, scheduler, intake forms -- everything you need for your client process is included all in one platform. Onboarding a client is automated and simplified while maintaining professionalism with Dubsado. The client portal is simple enough for clients to understand how to navigate but comprehensive enough that clients feel like they have what they need. The ability to streamline communication is a huge plus. You don’t need another system to email or chat with clients. Seriously, this aspect of Dubsado has saved me so much time!

WORKFLOWS

Some of your workflows are going to be available and automated with other CRMs. But Dubsado shines in this area. You can focus on designing when your workflow is automated well. If set up correctly, certain forms completed and submitted can trigger other actions. For example, your lead funnel can trigger an intake questionnaire. That questionnaire can trigger an appointment scheduler and an intro guide. An approved proposal can trigger an invoice. A paid invoice can trigger a receipt and a welcome guide. Your onboarding process is customizable and automated if you set it up. 

CLIENT PROOFS

Probably the best feature for designers is the proof function. You can add photos of your design solutions or even video presentations to your feedback forms to gain your client's feedback directly in Dubsado!  You can design feedback forms, questionnaires, or proof forms that clients can respond to directly. You don't have to attach multiple items separately or link to something outside of Dubsado. It can all be done in one form.

Whether you’re looking to streamline and automate your processes, customize your client-facing documents, or amplify your strategies and solutions, Dubsado can do all of those and more. Designers have unique needs for a CRM, and Dubsado has the solutions that are right for you.