What Is Dubsado?
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If you’ve never heard of Dubsado or a CRM, you’re not alone.
Most business owners don’t go looking for Client Relationship Management System’s (CRM) until they’re buried in admin tasks, need a solution fast, and have ruled out the pricy option of hiring a virtual assistant.
Then they find CRM after CRM claiming to be the solution to all their problems. The options can be overwhelming!
So—Let’s cut through the noise and figure out together if Dubsado is the right program for you and your business.
what is Dubsado?
It is a CRM program designed to automate your administrative tasks and give you back time.
It’s your assistant that doesn’t call in sick or sleep.
It’s your system when you’ve been winging it.
It’s the thing that helps you look polished, professional, and on top of things—even on days when you're definitely not.
Dubsado is a tool that takes everything you're probably doing manually right now—emails, forms, contracts, invoices, follow-ups—and puts it on autopilot.
Who is Dubsado for?
If you offer a service—whether you're a coach, consultant, designer, doula, strategist, or something else entirely—Dubsado is probably the right program for you.
It’s for the business owner that has a system. A system that technically works, but is too manual, too time consuming, or too overwhelming. For someone who wants to simplify, streamline, and elevate their processes so they can offer a premium client experience without the hassle of doing it all by hand.
What are dubsado’s main Features?
Here’s what you can do inside Dubsado—without bouncing between five different tools.
Forms: Intake forms, proposals, contracts, questionnaires—you build them once and reuse them.
Emails: Write it once, automate it, and send it with the right timing—automatically.
Scheduler: Clients book a time, and you avoid back-and-forth emails or phone calls.
Invoices & Payments: Send branded invoices and collect payments without leaving the platform.
Workflows: You can automate your processes so tasks happen without you having to remember them.
Client Portal: One central hub for your client to view everything
you've shared.
How Does Dubsado Takes Work Off Your Plate?
What makes Dubsado powerful isn’t just the list of features—it’s how they work together to run your business in the background. Here's what that looks like:
You send one link to a potential client. They fill out a form, choose a package, sign the contract, pay the invoice, and book their session. You didn’t lift a finger.
You follow up automatically. You’re no longer chasing people down, because your email reminders are already scheduled.
You onboard with consistency. Every client gets the same experience—no details forgotten, no awkward gaps.
You get your evenings back. Because when you're done for the day, Dubsado keeps working.
This isn’t about replacing you. It’s about supporting you—so you can focus on the parts of your work that actually need your attention.
What Can Dubsado Actually Do?
Here’s a quick breakdown of what Dubsado helps with—and how it fits into your everyday workflow as a service provider:
Scheduling
Book appointments (with buffer times, limits, and rescheduling options)
Sync with Google Calendar so you don’t double book
Emails & Workflows
Pre-write and schedule email templates
Automate follow-ups, form delivery, or status updates based on triggers
Client Portals
Give clients a private space to access everything—messages, forms, contracts, and more
Client Intake
Embed inquiry forms, Schedulers, or Proposals on your site
Automatically send follow-up emails or questionnaires
Schedule discovery calls without the back-and-forth
Contracts & Proposals
Send branded proposals, service guides, and contracts in one go
Collect signatures and get paid—without switching platforms
Invoices & Payments
Set up payment plans, due dates, and automated reminders
Connect to Stripe or PayPal to accept payments online
What Dubsado Doesn’t Do
This isn’t a magic fix. Dubsado can’t invent your process for you. If you don’t have one—or it’s different every time—it’s going to be frustrating. The setup requires thought. You’ll need to decide what steps you want to take your clients through, when those steps should happen, and how you want it to feel. But once it’s set up? It runs like clockwork.
And while Dubsado is great for service providers—it’s not built for product-based businesses. If you sell physical products, manage inventory, or need a shopping cart, Dubsado likely isn’t the right tool. It shines when you’re delivering a service and guiding clients through a series of steps: inquiries, proposals, contracts, onboarding, offboarding, and everything in between.
so — Is Dubsado Right for You?
If you’re checking most of these boxes, Dubsado will be a great fit:
☐ You offer a service, not a product
☐ You manage leads, bookings, and client communication manually right now
☐ You send the same emails over and over again
☐ You want clients to feel taken care of from start to finish
☐ You’re tired of juggling paperwork, followups, and meetings manually or in 4+ tools
☐ You’re ready to streamline and scale without the big price tag
No pressure—just options.
Curious to see how it works?
Dubsado offers a no-risk free trial (3 clients, no time limit): Explore Dubsado HERE
Still NOT 100% SURE DUBSADO IS RIGHT FOR YOU?
Let’s chat. CLICK HERE to schedule a free discovery call with me.
I offer honest, no-strings-attached discovery calls to help you decide if Dubsado is the right tool—or if something else makes more sense.
Does dubsado seem like the answer to all your problems,
but the setup or learning a new program feels overwhelming?
I can help with this too! It’s what I’m here for and what I live for.
CLICK HERE book a discovery call today to see if we’re the right fit.
