Running a small business, especially if you are a solopreneur, is no simple job. There are so many tasks that need to be done within a small business and if you do not have any organization systems in place, you’ll become overwhelmed and burnt out very quickly.
If you provide services, you need to be very organized with your customer-relationship management (CRM). You do not want to miss out on leads just because of disorganization! And once you capture a new lead, there are steps to take to onboard a new client - the time you save by automating your on-boarding is incredible.
If you are looking for a CRM tool, look no further than Dubsado. Dubsado is a vital tool for running an organized, efficient business. With all of the tasks that small business owners have to do every single day, it’s important to create workflows and automations within the business. For the first year and a half after starting my business, I worked by myself. I work with web design and social media clients, so I knew I needed to get my client management system as automated as possible!
I chose Dubsado because it was very affordable and also had everything I needed in a CRM - plus it has a free, no-time-limit trial. The investment in Dubsado is $35/mo or $350/yr (2 months free)! But you don’t have to start paying until you are making money. You do not need to pay a dime until you have reached THREE clients or leads!
I love that Dubsado is a CRM made for small business owners, by small business owners. They were able to recognize what would improve client management systems and that’s what they created.
How Dubsado Organized My Life
The features and automations within Dubsado allow me to automate nearly everything in my business, especially when it comes to managing clients. I am so thankful for all the time that Dubsado saves me as it allows me to spend more time and energy working in my zones of genius (social media and design).
In Dubsado, you create workflows. They are your customized, automated processes that help you and your client move along your business’s systems efficiently. Events such as a form being submitted or a contract signed will trigger your custom workflow for that job. Imagine how much time is wasted when you manually try to keep up with your client workflows!
Instead of embedding a form on your website that is sent to your email inbox, you can capture a client lead and have it entered automatically into a workflow.
Canned emails are a major time saver! Keep things moving quickly and efficiently by sending out canned emails throughout your processes.
For each client, you can create a client portal. This is a hub for your client to be able to access all of their forms, contracts, and invoices! It makes it much easier for clients to find their resources and to view all email messages between the two of you.
If you run a small, creative business, I am going to take a wild guess and say that you do not like dealing with accounting. Dubsado allows you to keep your accounting very simple and organized! Set goals, sort transactions, and view invoices all right in one place.
Create and send invoices in Dubsado and view all current and past invoices in one place. Dubsado connects to Stripe, Square, and Paypal, which allows users to get paid quickly and easily. (You can even enable tips, giving your clients the ability to add a tip to your invoice)!
Keep your business calendar in sync with your regular calendar. Sync your Dubsado with your iCalendar, Google Calendar, or Outlook Calendar! Never miss another meeting or deadline because you forgot to put it in your calendar.
If you provide any services for which you charge per hour, the time tracker feature is major. Keep track (down to the second) of how much time you spend on each job. Enter your hourly rate and Dubsado will automatically multiply that by your exact time. Then with the click of a button, you can add it to that project’s invoice!
Keep your business looking nice and professional with your business’s branding on all of your forms, questionnaires, and invoices. Upload your logo and select your colors and your branding will automatically apply to all of your forms!
If you want to start organizing your small business’s client management system, create a Dubsado account here.
Do you have organization systems in place for your small business? We’d love to hear them!