Dubsado CRM Overview

Dubsado streamlines business management by enabling contract signing, payment collection, and custom form sending. Powerful workflows help reclaim time efficiently.

Use Cases

Customers recommend Contract Management, Workflow Management, Capturing Leads, as the business use cases that they have been most satisfied with while using Dubsado CRM.

Other use cases:

  • Sending & Publishing Communications
  • Proposal & Quote Management
  • Generation Of New Leads
  • Lead Tracking
  • Digital Signature
  • Tracking & Monitoring Communications
  • White Labeling
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Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Dubsado CRM.

Other priorities:

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Dubsado CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Dubsado CRM works with different mediums / channels such as E-Mail. and Website.

Dubsado CRM's features include Templates, and Auto Scheduler & Reminder. and Dubsado CRM support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Dubsado CRM analytics capabilities include Custom Reports, and Analytics.

Dubsado CRM, 17hats, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Comprehensive Insights on Dubsado CRM Use Cases

What solutions does Dubsado CRM provide for Contract Management?

What solutions does Dubsado CRM provide for Workflow Management?

How does Dubsado CRM facilitate Capturing Leads?

How does Dubsado CRM facilitate Sending & Publishing Communications?

10+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Dubsado CRM solved their CRM needs. Cuspera uses 179 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Case Studies

Marketing and Advertising

CASE STUDY Sugarpunch Marketing

Dubsado helped Sugarpunch Marketing automate admin tasks and client onboarding. Before Dubsado, creating contracts, proposals, and invoices took hours and required manual follow-ups. With Dubsado, Su...garpunch automated workflows, call scheduling, and reminders. The team completed 380 projects, with 90% from repeat clients. They sent 767 paid invoices without manual work and grew from a solo founder to a 6-person team.

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Events Services

CASE STUDY Confetti & Co.

Dubsado helped Confetti & Co. automate invoicing, payments, and client workflows. Before Dubsado, the business relied on manual processes and missed invoices. With Dubsado, they streamlined operation...s and improved client experience. Confetti & Co. grew to handle 30-40 weddings per season. The business drove over $700K in revenue and saw steady year-over-year growth. Kendra, the founder, was able to quit her day job and enjoy a better work-life balance.

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Marketing and Advertising

CASE STUDY Jamar Diggs

Dubsado helped Jamar Diggs, a YouTube consultant, streamline his business operations. Before Dubsado, Jamar used many tools and manual steps, which slowed growth. With Dubsado, he automated workflows..., improved client onboarding, and saved time. He generated over $250,000 in revenue from 150+ clients. Jamar now attracts Fortune 500 clients and gets consistent positive feedback for his organized process.

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CASE STUDY Berlez

Dubsado helped Berlez, a wedding photography business, grow their business by 20% year-over-year. Berlez switched from an old CRM that caused friction and lacked branding options. With Dubsado, they ...streamlined client communication, used branded forms, and improved their client experience. The mobile app and automations saved time and let them respond quickly. Working with a Dubsado specialist, they created a seamless digital experience. As a result, Berlez improved closing rates, built client trust, and expanded their services cross-country.

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Design

CASE STUDY Elizabeth McCravy

Dubsado helped Elizabeth McCravy grow her graphic design business. She used to spend hours on manual admin tasks like contracts and invoices. Dubsado let her automate these jobs and take on more clie...nts. She earned multiple six-figure salaries and sold $1.4 million in website templates. Clients liked the smooth, professional process. Dubsado made her business more organized and let her focus on creative work.

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lightning

Peers used Dubsado CRM for contract management and workflow management

Dubsado CRM Competitors

Dubsado CRM Features

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FEATURE RATINGS AND REVIEWS
Custom Reports

4.35/5 ★

Read Reviews (36)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.35/5 ★

Read Reviews (36)

Software Failure Risk Guidance

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for Dubsado CRM

Top Failure Risks for Dubsado CRM

Dubsado News

Product

Viewing and editing events in the mobile app | Dubsado Help Center

Dubsado's mobile app now lets users view and edit booked appointments and internal events directly from the Appointments sub-tab. Users can update event details, join video calls, get directions, call clients, reschedule, or cancel appointments. The interface organizes upcoming, past, and cancelled events for streamlined scheduling management.

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Dubsado Profile

Company Name

Dubsado

Company Website

https://www.dubsado.com/

HQ Location

Los Angeles, CA

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE