Dubsado is a huge reason my business scaled the way it did. Before I switched CRMs my rate from closing leads to paying clients was 65%. When I switched and elevated my client experience it went to a 95%. Now having the tool in my pocket (literally) and getting notifications on my Apple Watch while on the go is everything. My business has always felt secure since being in Dubsado but now I know I’m not going to miss a thing.I am so thankful for Dubsado and that I have now been part of this journey!

I have a love-hate relationship with the app lol there are many things you can do on the fly and some things you can do in the app that you actually cannot do on the website. But most of the website features are not available in the app. Often times the invoice does not show up even though there is an active invoice and you have to go through the email. You sent the client and click on that link so that the invoice shows up on your side. That’s lightly frustrating. all in all I do recommend the platform, but the app still has kinks.

Before I embarked on utilizing a CRM system I did it all by hand, and unfortunately many projects were lost due to the chaos and missed opportunities. It used to be so stressful trying to manage all the steps in the process but now so much of it is automated, all the customer files, communication, and contracts, payments etc are right at my fingertips. Very pleased. Income nearly doubled as a result of getting organized and efficient.

I love that we have an app now! Most of my business is automated thanks to their easy workflows but it’s nice to just jump into that app when I need to. I adore this CRM and recommend it to all of my wedding industry friends. I’ve tried others and none of them compare to the customer experience. My clients love their portals as well, very easy to use and access all of my guides.