Let’s talk Client Management Software’s, what do you use? Do you need to use one? Client Management Software’s allow you to keep track of everything including invoices, contracts, questionnaires, etc. There are so many out there so it can be hard to choose! Today I am going to talk about mine, I have tried so many and Y’all, this is the ONE!!
Dubsado allows me to send proposals to my brides that prompts them to choose their desired packaged, which in return sends them their invoice and once their deposit is paid they get a contract to sign. SO EASY!! It saves me so much time, it cuts out the time sending emails and typing up contracts.
With Dubsado, you can create templates for contracts, proposals, and questionnaires which you can send to clients with a click of a button. My favorite feature? The client portal!! I send ONE email and BOOM! My client has unlimited access to their contract, any questionnaire I send them, they have a copy of their contract and the best part? All of our emails are in ONE spot!
Dubsado makes it easy to navigate their software, and if you need help their team is AMAZING! I have never had better luck with a client management software I swear. Their free trials? PERFECT You can have up to three clients, then you don’t start paying until you add your fourth one. This gives you time to wrap your head around the software and get a feel for it. Trust me, you won’t be disappointed!
I will be adding more to this post, because lets be honest, the Dubsado team surprises me everyday with something new!!