What it is
Dubsado is a client management system for creative and service businesses that want to automate their process: lead capture forms, proposals, contracts, invoices with payment plans, scheduling and a client portal. Its standout feature is workflows, which chain emails and tasks based on what each client does. It takes online payments through Stripe, PayPal or Square, depending on what's available where you are.
How to use it
- Capture leads with forms embedded on your site.
- Build workflows that send the proposal, contract and invoice at the right moment.
- Bill in stages with payment plans and automatic reminders.
- Share a portal where clients see their documents, invoices and appointments.
What it's good for
- An interior designer in Santiago sending intake questionnaires, quoting and signing contracts online.
- A two-person branding studio automating onboarding for every new client.
- A wedding planner in Cancún collecting deposits and partial payments up to the big day.
Pros
- Workflows that automate the entire client process
- 21-day trial with full Premier features and no credit card
- Branded forms, contracts and invoices
- Online payments through Stripe, PayPal or Square
Cons
- Setting up forms and workflows takes time at first
- Interface and support in English only
- Zapier and the bookkeeping integration are Premier-only
