My favourite CRM tool for creatives: Dubsado

My favourite CRM tool for creatives: Dubsado

I’m the first to admit that there are days when creativity and organisation seem like two brilliant ideas that feel a little like oil and water. But friend, I am here to tell you that just ain’t true! You can have a genius creative mind and manage your time, clients and work like a mathematician manages equations. That is to say, like a BOSS! Customer Relationship Management (CRM) is key for the smooth, successful growth and scaling of your business. Let me thrill you with the reasons I adore my favourite CRM tool for creatives: Dubsado. 

Before we dive in, I want to reiterate the importance of having the correct automation, systems and processes in place in order to have a successful growth experience as a company. Saving time, money and stress is key to healthy scaling. If you begin your journey correctly, the room for success becomes huge! The ability to run your business efficiently and smoothly allows you to work passionately IN your business rather than frustratingly ON your business. Which is the whole reason why you started building your empire to begin with, amiright!? Let’s get into it.

Workflow Automation

One of the biggest challenges you’ve likely discovered is workflow automation - keeping track of clients, their payments, follow-ups and the like. Administration can be a killer in terms of time management and productivity. But with Dubsado, you can save oodles of time! With this bad boy, you’re able to set up regular follow up emails for say, invoices as an example, and even set up an entire onboarding process for new clients! Time will be saved so you can focus on the work you’re meant to be doing! And maybe even sneak in an extra client or two for an extra pay day!

Simple Invoicing and Payment Setup

I love how Dubsado gives you the opportunity to send invoices as well as set up follow up emails. But the real golden nugget here is that you can add a direct link to payment options using Stripe, Square or PayPal, or even direct payments, so your client only has to click on the link and get to it. Annnnd, friends, it integrates with the love and loathing of our business lives - Xero!

Removing added steps makes the process of getting paid way easier, and you have a better chance of getting paid on time, every time.

Branding

Dubsado doesn’t splash their name or brand all over your client communication, they leave you room to put in your own branding to keep it all about your biz. Win!

Scheduling

There is a lovely little built-in-scheduler that can keep your systems and organisations all in one place, instead of having to use separate applications to schedule meetings and other important dates and times. 

Support System

Dubsado seriously has the most incredible support team, ever! If Dubsado was one person, they’d be your partner or mum or best friend or...basically whoever is the person in your life that is there to help at the drop of a hat when you come ‘a callin’. How good is that!?

If this is sounding like your workflow automation and organisational saviour, you wouldn’t be wrong! There’s a reason why my favourite CRM tool for creatives is Dubsado. Check it out. You’ll be glad you did.

Free 3-Client Trial

If you’re a little apprehensive (let’s face it, trying new things - and spending money to try them! - can be scary. That’s why Dubsado offers you a free trial for the first 3 clients you add to your system. No magic or trickery! So give it a shot.

Geeking out on all of the good business info you’re reading? Why not read more? Check out our article on Why Contracts Alone are Not Enough so you can get clear on how to stay protected beyond signing on the dotted line.

 

 

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Riz McDonald is an e-commerce business owner, business coach, podcaster and a lawyer for over 16 years. She’s also a mum and a lover of good wine...she only ever drinks the cheap stuff when she’s stoney broke.



***Disclaimer. Please read!!***

This article is for general information purposes only and should be used solely as general guidance.  It does not and is not intended to represent legal advice or other professional advice.  

 

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