Why I’m Switching Back to Dubsado

facebook

I'm an strategist & consultant, introvert, knitter, and plant whisperer. Since 2018, I've helped women with online service business create a soulful, simple, and effective Pinterest presence that quietly puts them on the map as an expert. If you're looking for marketing education, intentional business tips and a dose of real life, grab a cuppa & stay a while!
 


I'M MARIs.

Hey there!

resident pinterest nerd and quiet marketer, at your service.

Let's get to know each other >>

@junglesoulcollective

YOU CANNOT MISS THIS

PINTEREST

BUSINESS

EMAIL MRKT.

Pinterest Roadmap

download now

free

Pinterest Audit

download now

free

The cat’s out of the bag – I’m done with HoneyBook and Hello Bonsai. Yes, I’m crawling back to Dubsado’s loving arms. Yes, I feel like a cheater who’s been given a second chance. But there is no better CRM than Dubsado and I had to give others a try to be convinced.

Dubsado was the first business tool I invested in after starting Jungle Soul Collective. In fact, Jungle Soul Collective was barely making any money when I decided to make the investment. Even the $25 per month was pretty steep at that time. But I knew that in the long run, it would be the best decision I could make because I really needed to streamline and automate my onboarding and client management. 

Dubsado lived up to the expectation.

So why did I jump ships? Honestly… Because of the UI. It’s not ugly by any means but it could be nicer and more customizable (maybe the ability to use brand colors? Pretty please!). What can I say, I appreciate aesthetics and feel more inclined to use the software if it looks pleasant.

I tried HoneyBook (similar to Dubsado) and Hello Bonsai (which lacks way too many features for my needs), only to realize that although they were nicer UI-wise, Dubsado still trumped them in every other aspect. My love for aesthetics may be superficial but I’ll take awesome functionality over good looks anytime!

So this year, I’m moving my processes and workflows back to Dubsado for good. This is a list of the main reasons that sealed the deal!

Interested in Dubsado? Seeing is believing. Take advantage of their untimed trial  (it’s 3 clients long) and when you’re ready to sign up, use the code junglesoulcollective to get 20% off your first month or year! 

Why I'm Switching to Dubsado

7 Reasons I’m Switching Back to Dubsado

Awesome support

Dubsado’s support is the best I’ve ever experienced.

Unresponsive or unhelpful (or downright rude *cough-cough Facebook Business Manager*) support is one of my biggest pet peeves. When things go south, it would be nice to know support has your back, right?

Well, Dubsado always delivers! Every time I’ve needed help and reached out, they’ve got back to me in no time and sorted everything out just like that.

I also love and religiously follow Dubsado’s official Facebook group, The Dubsado Community for feature updates, inspiration, feedback and collaborative help. It’s, in my opinion, one of the most helpful and friendliest Facebook groups. I especially love to see how everyone else sets up their client portals and workflows – I’ve got so many ideas from that community.

Everything in one place, one cohesive system

That’s the point of a CRM.

However, when it comes to other CRMs, there was always something they couldn’t do that I had to use a separate tool for. I’m a minimalist when it comes to business tools and I go to great lengths to streamline the number of software I use and pay for.

Dubsado handles every step of the client management process for me: from the moment my lead form is filled out on my website until I finish a project. After trying out other CRM systems, I find that Dubsado gives more bang for your buck and handles everything better than other CRMs. 

This is the before and after of signing up to Dubsado:

HelloSign for contracts -> Dubsado

Acuity for scheduling -> Dubsado

Typeform for questionnaires -> Dubsado

Wave for invoicing -> Dubsado

QuickBooks for accounting -> Dubsado (Dubsado’s accounting features are advanced but they also offer a QB integration)

Project and task management -> Dubsado (although I prefer Notion because I already use and love it for every aspect of my life)

Project management features

I really truly missed Dubsado’s task management and kanban board features. I use Notion for managing big client projects, but every once in a while there are smaller projects or chunks of tasks for which it makes more sense to manage them inside the client process system.

No other CRM I’ve tried has come close to the simple but effective project management features Dubsado has.

Easy way to add and sign subcontracts

Dubsado comes equipped with contracts, sub-contracts, proposals, questionnaires and lead captures. Depending on your business, you may never need to use sub-contracts.

However, I find them immensely useful for collecting additional information that needs a signature, adding or amending existing contracts and getting client approval for drafts (such as pin designs).

Dubsado contracts

Embed lead capture form on website

The lack of embeddable forms is the biggest reason I backed out of Hello Bonsai so fast.

There are four reasons I love Dubsado’s lead capture forms:

  1. It collects all the initial info I need to determine whether the lead is a good fit for my services
  2. It’s embedded straight to my contact page and blends in seamlessly with the rest of the page
  3. It can be shared as a direct link in emails, PDFs or social media
  4. It triggers a canned response and workflow(s) behind the scenes (the beauty of automation)

My (potential) clients are all over the world and most of them are in a different time zone. Before Dubsado I would anxiously check my phone before going to bed and right after waking up to make sure applications don’t go unanswered for too long.

Now the form records their info and sends an automated reply including confirmation, welcome packet and the timeframe they can expect to hear back from me.

LIFE CHANGER.

G Suite integration (a.k.a all emails within Dubsado)

Remember when I said your entire client process can be set up within Dubsado?

EVEN CLIENT EMAILS.

With the G Suite integration, you can send, receive and read your client communication without leaving Dubsado. If enabled, all communication with a client is listed under the project along with your contracts, forms, invoices and payment info, scheduled appointments, tasks and more.

Here’s how Dubsado describes it:

Conversation mode allows you to send an email out through Dubsado and when your client replies, it goes to your email AND it gets logged in Dubsado.

They’re constantly improving

Is it just me or are they releasing new features and improvements all the time? Every time I blink there’s something new! I always look forward to their monthly newsletters to see what’s new.

It’s awesome because they are listening to their user base and implementing much-requested features.

Interested in Dubsado? Seeing is believing. Take advantage of their untimed trial  (it’s 3 clients long) and when you’re ready to sign up, use the code junglesoulcollective to get 20% off your first month or year!

Before you go, pin this for later!

Why I'm Switching to Dubsado
Why I'm Switching to Dubsado
Why I'm Switching to Dubsado
  1. Maja says:

    Ah, your article helped me a lot! I’m testing HelloBonsai and Dubsado right now and I constantly have to add Zaps while using HelloBonsai. But I love their user friendliness and clean design. Dubsado feels a bit overwhelming but includes a lot more features. So, I was a bit in doubt what to choose – but I think I made my decision now.

  2. Olena Beley says:

    Ooh this was a super helpful article as I was just trying to decide between Hello Bonsai and Dubsado for my upcoming skincare course. Thanks so much! 🙂

    Love,
    Olena

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Craft your Pinterest presence, today

pinterest, from a to z

Pinterest is the most powerful traffic driver of all social media platforms but can be confusing to understand and use for business. Getting the click – and a website visit – is the ultimate goal of a Pinterest strategy, but it only happens if you’ve done everything right and the stars align. So what does […]

Design Pinterest Images That Get the Click
4 Reasons to Convert to Pinterest Business Account ASAP

If you’re an online service business owner on Pinterest and haven’t converted to a Pinterest business account yet, this is your cue. It’s a simple switch that takes a minute but rewards you with features and information about your account that help you uplevel your Pinterest marketing. So without further ado, allow me to introduce […]

4 Effective Ways to Automate Your Pinterest Marketing Strategy

Your service-based business deserves a ridiculously productive, low-cost Pinterest assistant that shaves hours off your workweek by doing all the heavy lifting on Pinterest. But I’m not talking about hiring a flesh and blood human assistant. You can focus on being the heart and brains behind your business by putting Pinterest marketing on software autopilot. […]

Pinterest pin descriptions are the elevator pitch of your content on Pinterest – short, punchy, persuasive. If only the process of crafting one were as quick and easy. It can be tough to muster up a compelling reason why the reader should read your post in less than 100 characters. Are you confused about pin […]

How to Easily Add a Pin It Button to Your Website

Wouldn’t it be nice to have your website visitors share your content on Pinterest? Well, they can and will, if you make it easy for them! Although the Pin It button has been around for years, there is still a considerable amount of service providers out there not taking advantage of the possibility of more […]

Pinterest and email marketing are the power duo every B2B service-based business needs. Email marketing is far from dead and continues to be one of the most successful ways to attract and engage an audience. Pinterest, on the other hand, is a powerful visual search engine on a mission to serve pinners looking for inspiration […]

Are you close to quitting Pinterest because it feels like you’re wasting your time without getting anything (or very little) in return? Or maybe you’re only getting started with Pinterest & want to avoid common pitfalls.  Either way, here are five common reasons service providers like you struggle to Pinterest (yes, we’re using it as […]

5 Signs You Should Hire a Pinterest Strategist

Are you thinking of including Pinterest in your marketing strategy for your service-based business? Showing up and getting started is often the hardest part – especially if you’re doing it on your own. In some cases, it’s wiser to hire a Pinterest strategist and save a lot of time, energy and effort. But how do […]

Check these reader favorites

FIRST TIME HERE?

Behind the brand

personal, lifestyle & behind the scenes peeks

Lately, I’ve been applying KonMari magic to my business and weeding out mindsets, strategies, and tactics that bring anything but joy. It’s been a blast, to say the least. So whether you love to get a peek behind the scenes or are just binging (hey I see you), this is for you. What I No […]

4 Things I No Longer Do for My Business
Why I'm Switching Back to Dubsado

The cat’s out of the bag – I’m done with HoneyBook and Hello Bonsai. Yes, I’m crawling back to Dubsado’s loving arms. Yes, I feel like a cheater who’s been given a second chance. But there is no better CRM than Dubsado and I had to give others a try to be convinced. Dubsado was […]

What I'm Doing Differently In My Business in 2020

Are you sick of the decade in review and 2020 planning content yet? Honestly, I didn’t even realize until a few weeks ago that yet another decade is ending. The decade I graduated, turned 18, moved out, graduated again, found love, moved again, went freelance, started Jungle Soul Collective, and made some life-altering decisions. A […]

learn more

I wholeheartedly believe that marketing should be simple and effective, not confusing and overwhelming. Hence my passion for the brand-building power of a low-maintenance, high-impact Pinterest presence.

My shtick? One day Pinterest intensives for online service providers ready to stop spinning wheels and get a clear direction to more visibility, clicks, leads, and clients.

I'm here to give you the knowledge, clarity, and confidence you need to take the reins of your Pinterest marketing, book your dream clients, and create a purposeful life that feels good - in both business and at home.

I'm Maris, your Pinterest strategist

meet your confidante

coming soon

Take the 60-second Pinterest next step quiz to find out what level of Pinterest marketing you are at and get a personalized action plan to figure out what you need to do next to get unstuck and unstoppable at growing your business on Pinterest. 

Not sure where to begin?

YOUR NEXT STEPs

next step quiz

Since 2018, it's been my mission to help women in service-based businesses craft a low-maintenance, high-impact Pinterest presence so that they can book their dream clients, cultivate clarity & confidence with their work, and create a purposeful life that feels good — in both business and at home.

begin your pinterest experience

I'm Maris, resident Pinterest nerd and flat white enthusiast, at your service. 

hello there

Soul Mail

Referrals

Contact

Resources

Services

Blog

About

Home

"If you can't do great things, do small things in a great way." - Napoleon Hill

close

NEW HERE? TAKE THE NEXT STEP QUIZ 

get soul mail 

coming soon

error: