In this blog post, I’m sharing 6 reasons why Dubsado is the best CRM for brand and website designers! If you’re just here for a Dubsado coupon code, use code EBB for 20% your first month or first year. Want a behind-the-scenes peek at my favorite Dubsado features (that I use in my own branding and website design business based in Cañon City, Colorado)? Keep reading!
1. Integrate a Contact Form onto Your Website
Firstly, I’ve found that incorporating Dubsado into my website for contact forms significantly enhances the personal touch in client communications while streamlining the organizational aspects of the business. Dubsado’s customizable forms allow me to tailor every interaction to reflect my brand’s voice and aesthetic, ensuring that even the first point of contact with clients feels warm, welcoming, and distinctly ‘me.’
Plus, beyond the personalized experience it offers to clients, Dubsado helps me keep the back end of my business organized. Because I have my contact form through Dubsado, it’s easier to keep track of client interactions, follow-ups, and project timelines all in one place. Plus, I love that I can tell if an email I’ve send has been opened or not. This not only simplifies workflow management but also ensures that no detail, no matter how small, gets overlooked.
2. Customizable Forms Per Service
In my opinion, Dubsado’s customizable forms are a must-have for brand and website designers looking for a blend of organization and personalized communication. They’re perfect for handling multiple projects or when you need to adapt your messaging to meet each client’s specific needs. I have different forms for brand-only projects, website-only projects, combo projects, and even a testimonial request! As a brand and website designer, our brand experience matters more than other industries (after all, it’s part of what we are selling!). Having customizable forms reinforces to your clients that they are understood and valued, establishing a strong foundation of trust and satisfaction from the very beginning.
3. Use Dubsado’s Online Scheduler
Dubsado’s online scheduler is another game-changer, putting an end to the endless email chains just to find a suitable meeting time. As a brand and website designer, you likely aren’t juggling hundreds of meetings every month, so while Dubsado’s scheduler tool doesn’t have as many features as competitors like Calendly, it likely has enough of what you need that you can cancel the extra expense of a traditional scheduler tool.
Plus, Dubsado’s scheduler integrates with your calendar, allowing clients to book appointments based on your actual availability without you needing to remember to update it. This tool simplifies the organization of consultations, design reviews, and follow-ups, significantly easing the scheduling process.
4. Reports for Tracking Income and Referral Sources
As creatives, reports may not be the most exciting part of your business, but that doesn’t mean it’s not important! Especially since going full-time in my business, knowing my numbers has been more important than ever (but that doesn’t mean I want to spend a ton of time on it). While Dubsado might not be as robust as a traditional accounting tool, I love that you can see at a glance how much money you’re making, where you’re at compared to your goals, where your leads are coming from so you can double down on marketing efforts, and more.
5. Streamlining Your Client Workflow with Proposals, Contracts, and Invoices
I’ve talked about this a little bit already. However, one of the main reasons why Dubsado is the best CRM for brand and website designers is because it takes the chaos out of managing client interactions by handling everything from the initial proposal to the final invoice. This all-in-one approach not only saves you a ton of time. PLUS, it also reduces the chances of any slip-ups along the way. Especially during busy seasons, this can be a life-saver!
Plus, it keeps things looking super professional from your clients’ perspective. They get everything they need, right when they need it, all in a neat package. This kind of streamlined workflow not only makes your life easier but also bolsters your clients’ trust in your brand. Like I said earlier, a branded client experience is part of what we are telling our client’s is so important, so we need to make sure ours is in tip-top shape.
6. Automated Reminder Emails
Lastly, as a solopreneur and brand and website designer, managing follow-ups can often feel like a never-ending task. For that, I am so grateful for Dubsado’s automated reminder emails. These reminders are sent to clients for various reasons, including upcoming appointments, due payments, or any other important action items, ensuring nothing falls through the cracks.
Why Dubsado is the Best CRM
Dubsado is pretty much the sidekick every brand and website designer dreams of having. It’s like having a personal assistant that never sleeps, making sure every client interaction is as personal and smooth as possible, while keeping the nitty-gritty of our business in perfect order.
If you liked what Dubsado has to offer and you’re ready to give it a try, save yourself some money and use my discount code EBB for $20 off your first month or year here! And if you’re in need of a brand and website designer (hi!), I would love to work with you. Together, we can bring your vision to life and create a brand and website that you can’t wait to show off.