The Effortless Client Process

Disclaimer: This blog post contains referral links, which may reward me in the event of a purchased subscription. I only write about products and systems that I use and 100% believe in.

Dubsado - The Best Client Management System for Entrepreneurs & Small Business Owners.



After using Dubsado for one full year for my small business, I have decided that it is a must for small biz owners who are currently doing EVERYTHING themselves. Dubsado gives you the necessary tools to add automation and organization so you can focus on your favorite parts of running your business.


Dubsado is the perfect Client Management Software for my Graphic & Website Design business. From sending out forms such as proposals, contracts & packages to capturing leads, creating invoices, accepting payments, reporting, scheduling appointments, syncing calendars, and even setting up client portals - Dubsado is more than just a CRM software. It is my all-in-one business tool!


Dubsado stands out from other companies that I have tried because it is extremely customizable with my business from the branding integration to the customized workflows.


The customer service at Dubsado is amazing. They answer all my questions & have free webinars to teach the new updates. Being a part of the Dubsado Community on Facebook has strengthened my work with the software and has lead me to connect with business owners of all types.


If you are thinking about Dubsado, give it a try. Your first 3 clients added are completely free! I set up a mock client to dive deep into the program and utilize everything Dubsado has to offer. And if you are interested in purchasing a subscription, you are in luck! I can offer you 20% off your first month or year with the referral code MarisaLucy. Click here to get started!


My Top 6 Reasons to LOVE Dubsado:


1. Manage All Clients From One Place

In one platform you can view all of your client projects. Within one system, you can track all of your leads, new inquiries, and projects. Even the project categories can be as customizable as you need. I have mine broken down between, Graphic Design, Website Design, Photography, & All Design Work (for clients who would fall into multiple categories.)


Within each project, you can see all of the forms you've sent your client, access to their important contact information, list of invoices you've sent & if the payment has been received, appointments scheduled, workflows added, task to-do lists, a section on any project notes, and access to set up their client portal.

2. Fully Customizable


Dubsado does not add their logo/branding to any documents that go out to your clients. You have the option to add your logo, brand colors, fonts, & customize to your brand's needs. You can even set up custom domain names for your client portal. I've tried other Client tools in the past, and none were as customizable as Dubsado. You can add as many packages, services, forms, you need to perfectly fit your client's needs.


3. Client Portal


Having a client portal sounds so fancy! :) And it is! Each client has the option for you to set up their very own portal. I link the portal to my website for clients to login. There, they will see all their forms, project info, and tasks all in one place. It will also remind them when they need to sign a form, pay an invoice, or respond to feedback.


4. Forms, Workflows, & Automation


Dubsado’s forms, automation, templates, and workflows save my business time and energy. I have worked on a process that’s better for my clients and myself through the automation features. My clients have consistent experiences, automated emails can be sent out, and reminders to clients so that I don't have to remember everything!


The forms are so amazing. There are contracts, proposals, questionnaires, packages, lead captures & more. Clients can sign right there and Dubsado automatically sends it back to let you know it's been signed.


There is also a new Scheduler. This saves so much time with clients going back and forth to find time for a meeting. There are many customizable features such as, I don't allow anyone to schedule an appointment 8 hours or less ahead of time.


5. Tracking & Accounting


Just on the home screen, you can see how much money you have made so far compared to your yearly (or monthly, depending how you set up) goals. Using Dubsado, you can invoice, keep track of all invoices for each client, set payment periods, track open invoices, and generate reports. Plus, you are able to receive payments through Paypal, Stripe or Square. You can enter expenses, view your project breakdowns, and reports that show how your finances are looking - which is REALLY important as a small business owner. Set invoices to a due date and have Dubsado send automated emails to your clients when they are past due.


6. The Online Community


Dubsado has amazing customer service. They walked me through video tutorials, answered every question I have, and create an amazing Facebook group for Dubsado users to connect. I've actually been able to find clients through this Dubsado community! If you need help, there is always someone willing to figure out how to fix your problem.




There are so many more amazing features about Dubsado, that will help you save time, money, energy, and make you look polished & professional. Give it a try, it's completely free up to your first 3 projects. And if you are ready to purchase, don't forget the promo code marisalucy to save 20% off!


Thanks for reading & I hope you take the chance to dive into the best, in my opinion, Client Management Software system for small businesses & entrepreneurs.


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Hi, I'm Marisa!

A designer on a mission to help out businesses with powerful branding and websites that convert. 

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