Dubsado: A Customer Relationship Management System for your business

As on OBM, I can geek out over a good CRM! A CRM (Customer Relationship Management) system helps businesses manage their prospective and current customer relationships and there are several options available on the market. When weighing my options for a CRM to utilize in my business, I selected Dubsado for the ease and functionality of the following:

• Integrate scheduling discovery calls with my email, calendar and website

• Send and receive proposals, contracts, invoices and payments

• Share important documents through the client portal

• Automate processes through workflows (My Favorite!)

All of these features help make my business processes more efficient and effective by requiring less time and resources on my end doing those tasks manually. If you’re currently considering implementing a CRM, I encourage you to sign up for a free trial with Dubsado. Play around. test things, and check it out on a trail basis to see if it meets the needs that you’re looking for. Feel free to reach out and ask me any questions that you might have. When you’re ready to purchase it, I have an affiliate code* that will give you 30% off your first month or year (depending on if you select a monthly payment or annual payment option). Use my link here to take advantage of the offer!

*(please note that by utilizing my link, it means that I may make a small commission from your purchase).