A big part of running a business is being able to manage your customers and provide a them with a quality service experience.
A client management system that handles new clients, contracts, invoicing and questionnaires can make this process much simpler and give your business a more professional image.
If this sounds like something you need then Dubsado is your answer!! Not only that, it is COMPLETELY FREE to try it out and you get access to whole system for as long as you like, with the only limitation being the number of clients you can enter during the trial.
With a huge list of features to long to cover, Dubsado is run by a team who do their best to continually improve and add features to the system as well as offering some of the best customer service I have ever come across from a company.
Just a few of the main features include:
- LEAD CAPTURES: Embed this on you website and all contact information for potential customers is automatically added to Dubsado.
- WORKFLOWS: These simplify your client process by allowing you to automatically send emails including contracts, invoices or questionnaires and they can be triggered by time, status, event, or date as required.
- CONTRACTS: You can create and send contracts and agreements and quickly collect legally binding client signatures with a few clicks.
- INVOICING: Create and send invoices to clients with the option of accepting online payments.
- TEMPLATES: You can create templates and canned responses for invoices, contracts, client portals, and forms to streamline your processes.
- TIME TRACKER: Allows you to record how much time you are spending on each job and this can be automatically applied to an invoice.