customer database software

Best Customer Database Software for Solopreneurs

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Why you need Customer Database Software

How often have you lost track of a project because you don’t have a system?

Be honest, it’s more often than you care to admit, isn’t it?

I’ve been there! Trying to keep track of multiple clients, all their projects and invoicing is a full-time job in itself.

When you’re in a never-ending battle with tracking information, its too easy to let something fall through the cracks.

Wouldn’t it be great to have a way to keep all of that information in one place that is easy to navigate?

Then you could easily go back and forth between projects and not waste your time looking for your next task.

Meet Dubsado.


What can Dubsado do?

Dubsado is an all in one client database software that can do everything and anything.

Some of my favorite features include:

  • Invoice clients and accept payment
  • Send contracts that the client can e-sign
  • Proposals, questionnaires and forms to collect information
  • Task management
  • Time tracking
  • Appointment scheduler
  • Workflows to automate just about everything!

This is in no way a comprehensive list of what you can do with Dubsado, there is so much more!

Client Onboarding

Dubsado makes it easy to collect leads and turn them into clients.

Their software easily creates forms that can be embedded on your website to collect leads.

You can create workflows that will automatically send these leads an email where they can book a discovery call.

After you chat with them, quickly put together a proposal with multiple options to choose from, add in a contract and invoice and send it to the client.

They can approve the proposal, click over to the invoice to pay and e-sign the contract all at once!

Plus, if the client wants to access any of these documents later, you can activate a client portal with all of their information available. (And the portal is fully customizable with your branding!!!)

customer database software

How you’ll save time with Dubsado

Once your client is set up you can keep track of all their projects. From time tracking and calendar management to recurring invoices and sending proofs, you can do it all inside Dubsado.

You’ll save a ton of time managing the backend of your business with automations. Set up automatic payment reminders, or have a questionnaire go out automatically to collect clients login information after they sign the contract.

Workflows will quickly become your best friend. There are tons of different tasks you can automate for leads, clients and past clients.

Some of my favorite workflows are auto-responses to leads, sending emails to clients at points during the project and to-do reminders for me!

Support for business owners

Dubsado has absolutely amazing customer support. They have live chat that will answer questions or help you with any issues. Their Help Documents are updated frequently and it’s very easy to find topics.

When you sign up for a trial with Dubsado they offer you a ton of resources to make sure you understand how everything works. There is a free webinar to go over the basics and if you need more help you can schedule a free 20-minute call!

Also, there is an awesome Facebook group where not only employees are available to answer questions, but the other business owners are so willing to jump in and help you out!

There are many types of business owners in the group. Photographers, designers, virtual assistants, coaches and more!

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Trying Dubsado out

If you want to see if Dubsado is a good choice for your business (and I’m confident it is!) then you can sign up for a FREE trial! And not one of those lame, 7 day free trials. Nope, Dubsado is free for your first three clients!

When you create your account, they won’t even ask you for your credit card. You get to try the software out absolutely, totally free!

I love this for small business owners just starting out because you can work on building up your client base without having the expense of a customer database software. Once you hit three clients, you’ll be able to afford Dubsado at $35 a month or $350 per year.

Start Free Trial Now!

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