Client Management System: Dubsado–The only choice for me

Before starting my business, I was in the corporate realm (and before that the US Air Force) specializing in workflow and program development. All that gobledy gook essentially means I would make step by step processes to help departments run more smoothly. In other words improve the client experience. So, when I started my first biz–Revolution Paper Co–designing stationery, it was extremely annoying for me to not have any systems or workflows in place.

After a while, I knew I needed something to help me streamline some processes and so I began looking for client relationship management software to help out! At first, that meant using Quick Books Self-Employed, which was great for invoicing and managing my expenses and profits but not great for automating workflows. And then I found Honeybook which at the time was exactly what I needed. Let me emphasis–at that time.

Honeybook brought a new world to my business simple automations, email templates, contract (with legal signatures), it was great…for awhile. As I grew, so did my want to improve my client’s experience. I wanted to be able to create forms, questionnaires and more with my branding. I wanted to have a portal for my clients where they could access all their projects in one place. And I really wanted to automate #allthethings! I run a creative business and I wanted to have a creative client experience!


I am not sure how to express my love for dubsado other than it’s like an ooey-gooey brownie with all the toppings you thought you could ever want, but it keeps regenerating with even more exciting and delicious toppings and it’s completely free of calories!

I think that pretty well summarizes my love….*sighs lovingly with star dream eyes*. . .

Anyway. . .

Let’s dive into a couple of my favorite features that drew me in!

The Dubsado FREE Trial has no time limit.

Yep, you read that right! The team at Dubsado understands that it takes time to know if you like something, so they have a no-time-limit free trial. Your trial gives you full access to all the features Dubsado has to offer for up to three clients! That is amazeballs because that means you can take your time getting acquainted. They also don’t limit the capabilities of the software either. So you can setup your client portal, have a custom domain, use CSS and even their automated scheduler. Every piece of Dubsado is at your disposal so you can actaully see if it functions in a way that works with your business.

Completely Customizable and complex automation workflows

The automated workflows in Dubsado are AMAZING! They allow you to create complex, if-then automation for your entire workflow! This is the big draw to Dubsado for so many entrepreneurs. Most people are stuck in the hum drum of doing everything manually–sucking all the time from their day. If you integrate automations into your client experience, you gain some of that time back. There is a time investment–or money investment if you want a Certified Dubsado Specialist like myself to set them up for you–but in the long run that investment pays for itself.

What does that mean?


  • Let’s say someone hops on your website and submits a request for pricing information.
  • Dubsado can then send them a pricing guide that is clickable and fillable. The prospective client fills out the pricing guide and selects the services they want and submits the form.
  • The system can then send their contract & invoice and the client signs & pays.
  • Dubsado then uploads your welcome guide, how-to videos, client questionnaires and sends the customer an email saying their client portal is waiting for them.

And the best part is all this was done without you doing anything!


You can upload, format and showcase all your brand colors, graphics, and fonts with the custom CSS fields in all the forms. This was huge for me! One of my biggest pet peeves’ not having a cohesive brand throughout everything! (If you want to see how to do this, you can hop over here to read my post about adding custom css to your lead capture forms.) To be fair there is still A LOT you can do to make your brand front and center but I


Automated Scheduling Functions–think Calendly but without the extra charge to your credit card.

It may still be in beta–for a few more months–but Dubsado’s scheduling tool means you don’t need to pay to be able to automate scheduling consults with your clients!! (Although you could if you want to with the embed feature on the forms!) The scheduler is pretty awesome and allows you to create endless appointment types and can even send forms and reminders. Paired with workflows, automating your business is easier than ever!

Honestly after using every program under the sun from acuity and calendly to google calendar and more–Dubsado‘s Scheduler is by far my favorite because it is completely integrated into my existing client management software. I can even have automations progress based on appointment times, and automatically charge if it’s a one-off strategy session. Cool right?!

At the end of the day it comes down to how your brain processes information.

It’s true! The same reasons I love Dubsado may be the exact reasons you don’t. And that’s okay. The most important part of client manager is that is works FOR you not against you. If you are on the fence about which system you should use for your brain and your business–schedule a free chat with me! I promise to be honest and help you find a system that works for you. As neurodiverse entrepreneur myself I know how the endless amount of possibilities and customizations, or the the seemingly similar options means that zero action happens because–overload. So let me help by walking you through the decision. It’s 20 minutes and it’s on me–SCHEDULE A CHAT.

Let me skip to the good part...

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