USING DUBSADO TO MANAGE MY BUSINESS
Not only do I have an education series for my clients, I also am now using my platform to help creatives who are wanting to take their business to the next level. What better way to kick off this series than by showcasing my favorite CRM – Dubsado! This post will hopefully help you in deciding if they are a great choice for you and how I am using Dubsado to manage my business.
Over a year ago, I decided I needed something that could help keep all of my documents and client information in one place. Using a regular email account was just not cutting it. I wanted to give my clients the very best experience and so I began searching for a CRM that would fit all of my needs as a photographer.
I am not going to lie, there are many different options out there however Dubsado had everything I needed and more! Here is just a basic list to give you an overall idea:
Dubsado allows me to use my contact form to link to their account. Whenever an inquiry comes in it notifies me and stores their information. I have setup custom email templates and forms within Dusbado which has saved me time and energy. I have personally not set up automation yet just because each client is so different, however I love that I can easily make things automated so that way they receive all their documents at the appropriate times.
Dubsado allows me to not just send them my contract but I can also attach their invoice as well. I can attach certain forms of payment including my business PayPal account. Within my dashboard I can see how much I have made for the year, how many new leads I have and even keep track of what contracts need counter signatures. Did I also mention it links to my google calendar AND keeps track of my reporting.
At the end of each month I make sure to go through and add my income and expenses for tax purposes. It will also show me a diagram of everything so I can see what I am making and spending. At the end of the year, I can then print everything and have it all in a secure place for when filing my taxes. See, I told you that using Dubsado is a game changer. Now, I have some even more exciting news to share with you!
If you decide to give Dubsado a try, I have a code that will get you 20% off your first month OR year! Click here to use my affiliate link or simply use the code – chelseawatkinsphotography when signing up.
I know that beginning a business can be super stressful so hopefully this post along with my new series will help in taking that load off of you. I know Dubsado has been not just a game changer but also a life saver. It has given me a safe space for all of my business needs and has allowed me to have more time with my kids because I am not having to spend time organizing and going through different steps to make things happen.
I will also add that you don’t have to be a photographer to use them either. So many different business rely on Dubsado as well. To be honest, I don’t know of a business that wouldn’t benefit from them.
If you have any questions about using dubsado let me know in the comments below.