Dubsado Walkthrough: Quick Overview for Beginners
Thinking about using Dubsado, but not sure what it can do for you?
You’ve landed in the right place! In today’s video, we’re taking a quick walk through the new Dubsado interface released in August 2018. This video is just over 7 minutes long (much shorter than anything else on the interwebs).
There are a lot of cool features and Dubsado releases new features nearly every week. If you don’t have a desired feature now, you will likely have it in the future. There are a lot of reasons to love Dubsado, but one of biggest reasons it rocks: They listen and care about their users.
In this walkthrough, I cover:
Financial overviews and income charts
Lead and Job Funnels
Chart of Accounts
Dubsado is unique to other CRM tools in that it’s not a one-trick pony. Many client management tools offer lead tracking or the ability to send contracts and proposals.
There are very few systems out there that allow you to use lead tracking, invoicing, e-signing, and automation all at once. Of the tools that do offer these features, even less of them cater to small businesses.
I want to hear from you: What has you curious about Dubsado? Are you using too many apps to manage clients? Are you feeling like you don’t have a good system? Tell us in the comments below.
Did you know every Dubsado user gets a FREE 3-client trial that never expires? To activate 20% off your first month or year when it comes time to pay, enter code “productiveco” to your billing section now.*
*This post may contain affiliate links to products I recommend. I may receive a commission at no extra cost to you. Read my disclosure for more info.