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Writer's pictureAngelica Hurst

The Importance Of A CRM Platform like Dubsado

Updated: Aug 30, 2023

I can go on for DAYS about the number of things you can do in ONE CRM system -It's one of the BEST business tools for time management & organization.


This is what you're missing to make your business growth feel effortless...


Dubsado will take over your ENTIRE onboarding process, that middle journey with a client, AND the offboarding process {might I add, the very minimal manual effort it takes from you after you get it built out!}


CRM tools are great for time management, utilizing CRM software, CRM system and business automation will make your business growth feel effortless
CRM tools are one of the most important business tools for time managament, organization, and money making!


Implementing a CRM system like Dubsado should be a no brainer investment! Especially when you see the amazing experience your clients will get & how much time/ energy it saves you.



The Reality Of Business Automation & A CRM System Like Dubsado


Imagine it something like this:


✨ never edit/ create a contract again

✨ no more individually creating invoices each month

✨ have All your forms in one spot {lead capture, proposal, intake questionnaire, testimonial}

✨ set up call bookings & follow up emails once

✨ create every standard email along the client journey once

✨ track expenses & payments to watch your growth overtime

✨ have all client info {down to every single email sent} in ONE "folder"


In return, Dubsado will replace:


💎 your form platform: Jotform, Typeform, Google form, etc

💎 your scheduler: Acuity, Calendly, etc

💎 your invoice platform: Wave, Paypal, Stripe, etc

💎 your contract platform: Hello sign, DocuSign, etc

💎 going to your email platform to track & search for client emails


Feel confident knowing Dubsado will take your clients through their entire journey with you {application -> offboarding}


There are plenty of business tools that support business automation and time management, that you should be taking advantage of, read more about other business software's in the "3 life-saving business management tools to save your time and money" blog.



When Should You Start Utilizing CRM Tools & Business Automation?

So when is it ACTUALLY the best ⏰ to set up business tools like a CRM platform?


BEFORE you need them! That's always my best advice.


BEFORE you get booked out

BEFORE you do major traveling

BEFORE you can't find your contract templates

BEFORE you cancel dinner plans... again

BEFORE you take summer off


Bcuz if you wait until you feel like you want to claw your 👀out, you'll have to do a lot of back tracking.


Ladies & gents, we are in 2022! We have a computer in our pocket & we get paid for sleeping in -STOP forgetting to utilize technology in the way smart people intended it to


I know you started your biz to so you can have more quality time with the things you love & work when YOU want -systems can elevate that for you!


I go on vacation every single month. Thanks to my tech, my biz runs on business software, CRM tools and business automation, so I can actually unplug & enjoy.


This is your sign to enter the world of Dubsado.



 

DUBSADO BUILD


Your behind scenes is draining, not only your time, but more important... Your energy. Energy that should be given to your clients & yourself.


LET'S FIX THAT TOGETHER


For those who want to make a one time payment to get a system set up that will save them countless hours a month, my VIP Days are perfect for you.


You get a full Dubsado set up with canned emails, onboarding forms, contracts, & more!



LET'S MAKE BUSINESS EASY, & QUICK!



Talk soon toots,

Angelica


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