Business Tools

Dubdsado Set-up

Dubdsado Set-up


Are You Ready to Automate Your Business?

Do you run a business that requires a lot of forms and managing projects with clients? Dubsado is an AMAZING new CRM that makes running this type of business so much easier! If you’re already using Dubsado, then you know that there are an endless number of ways that you can customize and brand your Dubsado account, in ways that are truly impressive to your clients.


Included in your Dubsado Setup
  • Integrate logo and brand settings
  • Add packages and create proposal to match your brand
  • Add working contracts to your account
  • Set up an invoicing system and payment schedules
  • Integrate a payment processor so you can get paid!
  • Create custom branded questionnaires and other forms (up to three) to send clients during the on-boarding process
  • Create canned e-mails with copy that converts so you don’t have to write the same content over and over again every time you send a proposal / contract / invoice
  • Embed lead capture form into the contact page of your website (when a lead fills out your form it will automatically populate their information into your Dubsado account)
  • Draft an automated response so when leads fill out the contact form they know you’ll be in touch soon
  • Sync your email account, set up SPF records (so emails go directly to your clients’ inboxes, not their spam folders), and create custom, branded signature for emails
  • PDF guide walk through on how to use this amazing system
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Copper Bronze