Dubsado

TRL Editor's Note:

It's quite tricky to get your head around exactly what Dubsado is at first because it does so much. But if you're a freelancer or a consultant, you'll want to check out this tool. It's basically an all-in-one system where you can:

• Set up client portals and allow your clients to access all of their forms, emails, and invoices in one place
• Create projects for your clients and manage upcoming tasks and deadlines
• Use their in built time tracker
• Create legally binding contracts, agreements, and proofs for your clients to sign on any device
• Build a proposal for the items and services you offer, or create a custom quote for a client
• Build unique questionnaires with custom text fields, checkboxes, and required sections to gather all of the client’s information you need
• Send recurring invoices and set up auto-deductions for subscription-like services
• Allow your clients to schedule individual time slots based on your availability
• And so much more!

Now on to the official description...

Do Business Differently.
Dubsado is a business management solution designed to cut out the busywork. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish.

Communication
Correspond with your clients through emails, forms, contracts and invoices—all from your own email address.

Automation
Create custom workflows to send emails and complete tasks so you don’t have to.

Integration
Easily connect your email, calendar, and payment processor to keep everything in one place.

Reporting
Track leads, generate reports, set financial goals, and then set bigger financial goals.

Customization
Design forms, domains, and client portals branded to your business.

Scheduling
Book appointments, create payment schedules, and send date-based reminders automatically.

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