Five Reasons Why I Love Dubsado (and Why You Should Too)

I'm Taylor

 In my free time, I love to podcast, lift heavy weights, build my excessive collection of sneakers and stilettos that I will certainly wear to the grocery store, and daydream of a Restoration Hardware-inspired home where toddlers and white couches can coexist peacefully.

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Your weekly conversation where I share truths, get down and dirty with entrepreneurship, and encourage you to start discovering your best self. 

Today, I want to rave about my all-time favorite system that I use religiously in my business and recommend to nearly everyone I meet: Dubsado. This isn’t just another software recommendation; Dubsado genuinely transforms how service-based businesses operate. Let me break down five reasons why Dubsado is a game-changer and why you’ll love it too.

1. Workflow Capabilities That Are Simply Unbeatable

Dubsado’s workflow automation is a lifesaver. Imagine having a virtual assistant that handles all your repetitive client tasks without the hefty price tag. With Dubsado, you can set up workflows that automatically send emails, forms, and invoices based on your schedule. This means no more manual follow-ups or missed deadlines.

Why It’s Awesome:

  • Automate client communication.
  • Schedule tasks and reminders.
  • Reduce human error and save time.

For those offering customizable services, Dubsado’s interactive proposals are a game-changer. Clients can select their options, sign contracts, and pay deposits all in one go. This seamless process enhances the client experience and makes your life a lot easier.

2. Customization Galore

If you love having everything tailored to your brand, Dubsado can maintain your brand cohesion. You can customize everything from forms and subdomains to colors and favicons. Even though we’re still waiting for custom fonts, the level of customization available is impressive and far outweighs other CRMs avaialble on the market.

What You Can Do:

  • Design beautiful, branded forms.
  • Customize client portals.
  • Maintain brand consistency across all client interactions.

Dubsado’s form builder lets you create stunning, mobile-friendly forms that look like an extension of your website. Whether it’s a booking form or a feedback survey, you can make it visually appealing and professional.

3. Scalability: Grow with Ease

Whether you’re just starting out or you’re a seasoned pro, Dubsado scales with your business. Start with the basics and expand as your client base grows. The platform is designed to support increased automation and more complex workflows as you need them.

Why It Matters:

  • Start simple and scale up.
  • Invest in a tool that grows with you.
  • Avoid the hassle of switching platforms as your business expands.

This scalability is crucial for solopreneurs and small teams who plan to grow their operations. With Dubsado, you’ll never outgrow the tool, and it will continue to meet your needs at every stage of your service-based business journey.

4. Stellar Customer Service and Community

Customer service can make or break your experience with a tool, and Dubsado excels in this area. They offer top-notch support and genuinely care about their users. Whether you need help with a technical issue or just some advice, the Dubsado team is always ready to assist.

What Sets Them Apart:

  • Responsive and helpful support team.
  • Extensive resources, including tutorials and webinars.
  • Active community for sharing tips and best practices.

I’ve tested countless tech systems over the years, and Dubsado’s customer service stands out. They listen to user feedback and continually improve the platform, making it better for everyone.

5. Cost-Effective Excellence

Dubsado offers a ton of features at an incredibly affordable price. For just $40 a month, you get access to all their tools, which can replace several other platforms you might be using. This not only saves you money but also simplifies your workflow.

Why It’s a Steal:

  • Comprehensive features for a low monthly fee.
  • Unlimited trial period until you have more than three clients.
  • Special discounts and promotions throughout the year.

With Dubsado, you don’t need separate software for contracts, invoicing, or forms. It’s all included in one package, making it a cost-effective solution for managing your business.

Conclusion: Dubsado is a No-Brainer

Dubsado offers unbeatable workflow capabilities, extensive customization, scalability, excellent customer service, and affordability. Whether you’re just starting or looking to streamline and grow your operations, Dubsado is the perfect tool to help you achieve your goals.

If you’re curious about how Dubsado stacks up against other platforms or if it’s right for you, feel free to reach out. Drop a comment below or DM me on Instagram @chanelandlee. I’m always happy to chat about Dubsado and answer any questions.

Ready to give Dubsado a try? Use my code CHANELANDLEE for 30% off your first month or year. Trust me, you won’t regret it!


By following these tips and utilizing Dubsado’s powerful features, you can transform your service-based business into a well-oiled machine, allowing you to focus on what you love. Let’s keep thriving together!

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