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: The Dubsado team listens and cares about its users.
In this walkthrough, I cover:
Settings
Inbox
Notifications
Financial overviews and income charts
Projects tab
Lead and Job Funnels
Tags
Project folders
Accounting
Invoices
Transactions
Chart of Accounts
Reports
Calendar
Tasks
Task Lists
Task Boards
Utilities
Form List
Address Book
Time Tracker
Templates
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.
