Dubsado
Streamline client management and automate workflows with Dubsado
About Dubsado
Dubsado is a client management system designed for service-based businesses. It helps you import leads, manage projects, and automate administrative tasks, allowing you to focus on growing your business. With features like lead captures, public proposals, and integrations with tools like Zapier, Dubsado simplifies client interactions and boosts productivity.
FAQ
There are six ways to add new leads to Dubsado: Lead Captures, Public Proposals, Schedulers with Lead Captures, Schedulers with Public Proposals, manually, and using Zapier.
A Lead Capture is a contact form in Dubsado that can be placed on your website or shared via social media or text. When filled out, it creates a new project in your Projects tab and adds the client to your address book if they are new.
You can create a Lead Capture by going to Templates // Forms // Lead Captures in your Dubsado account.
Yes, you can use Zapier to integrate Dubsado with other tools like Wufoo Forms, Acuity, or Calendly to add leads automatically.
The difference is that Public Proposals create new projects in Dubsado, just like Lead Captures, while regular Proposals do not.
To manually add a new lead, go to the Projects tab in Dubsado and select 'Create New Project' on the far right.
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