If you’ve ever felt like managing inquiries, proposals, contracts, and workflows is a straight-up hot mess, I’ve got good news for you: there’s a tool for that.

Meet Dubsado – my absolute favorite CRM (Customer Relationship Management software). It’s the MVP of my business backend, and today, I’m giving you an inside look at how I use it to manage my projects, automate workflows, and offer the kind of client experience that feels so elevated but runs on autopilot.

Bonus? You can use my affiliate link to get 20% off your first year. Get started and see how game-changing it really is. Let’s get into it.

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What is Dubsado and Why Do You Need It?

Dubsado is a CRM that helps you manage all the details of working with clients. Think of it as your virtual assistant:

• Handles client inquiries ✅
• Automates follow-ups and workflows ✅
• Sends contracts, invoices, and proposals ✅
• Helps you stay organized without burning out ✅

If you’re juggling everything manually right now – like trying to keep track of client emails, sending contracts one-by-one, and double-checking invoices – trust me, this is the software you didn’t know you needed.

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How My Clients Move Through My Dubsado Workflows

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1. Seamless Inquiries Start on My Website

The process begins with a custom embedded inquiry form on my website. When someone fills it out, their information lands directly in Dubsado – no copy-pasting, no missing details.

This is a huge time-saver and sets the stage for a streamlined experience.

2. My Custom Workflows for Brand Strategy, Website Design, and Content Creation

Once an inquiry hits my dashboard, it’s go time. Here’s a look at the workflows I’ve built to keep things moving smoothly for every project:

• Brand Strategy Workflow:
  From discovery calls to delivering strategy presentations, each step is outlined and automated, so nothing falls through the cracks.
• Website Design Workflow:
  Whether it’s sending pre-project checklists or handling revision rounds, Dubsado keeps me organized and my clients in the loop.
• Content Creation Workflow:
  From planning reels and carousels to sending content approvals, this workflow keeps communication clear and projects on track.

Pro Tip: Workflows might sound fancy, but they’re all about creating repeatable systems for tasks you do often. If you need help setting this up, get yourself an amazing strategist like Aise Consulting – she’s the genius behind my workflows!

3. My Favorite Dubsado Feature: Beautiful Forms & Proposals

I’m a designer at heart, so you know I want my onboarding questionnaires, proposals, and offboarding forms to look as polished as my client work. Cookie cutter forms are not for me.

Dubsado lets me custom on brand:

• Onboarding Questionnaires to collect all the details I need upfront
• Proposals that are sleek, on-brand, and easy for clients to say yes to
• Offboarding Forms to wrap up projects professionally and with a personal touch

Creating a smooth and beautiful client experience isn’t just about aesthetics – it’s about trust. When your systems feel put together, your clients feel taken care of.

4. Offering Payment Plans with Dubsado: The Game-Changer

One of the features that makes Dubsado a dream for both me and my clients is the ability to offer payment plans.

• Clients can split their payments into manageable chunks.
• Dubsado even integrates with Affirm and Klarna for easy financing options.

It’s such a considerate way to work with clients while keeping payments secure for you. No awkward payment convos, no chasing invoices. Just smooth sailing.

Why You Need a CRM Like Dubsado

Listen, I know what it’s like to juggle all the things: emails, contracts, workflows, and client expectations. It’s overwhelming.

Using Dubsado has been the difference between chaos and calm for me. It helps me:

• Save hours every week ⏰
• Stay organized with workflows and automation 📋
• Impress my clients with a seamless, polished experience ✨

And if you’re ready to take your backend systems to the next level, you can get started with my affiliate link – because I know you’re going to love it as much as I do.

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Ready to Simplify Your Business?

If this post got you curious about CRMs and how Dubsado can change your life, drop a comment or question below! Whether you’re just starting out or you’ve been DIY-ing your processes for too long, I’m here to help you make things easier and more professional.

And don’t forget to check out Dubsado through my affiliate link to get 20% off your first year. Your future stress-free self will thank you!

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