CRM Workflow | Dubsado for the Win!

Updated: Feb 18, 2020

Okay this may sound cheesy and maybe for those of you out there that don't have the stress of running your own business this might be oversharing... but today I'm going to spread the love about my amazing CRM program. For those of you outside of the entrepreneurial world, CRM stands for Customer Relationship Management. In other words, the "techy" program behind the scenes that helps people like myself run their business more smoothly. It's hard work sending out questionnaires, proposals, contracts, invoices, etc. So it's beyond wonderful when you have ONE platform to help you do it all.

Now for me, that one platform is the ever amazing Dubsado! I have to admit that I'm SUPER critical about the programs I use and I did TONS of research before I finally settled on Dubsado. But it has been totally amazing! It helps everyone stay on track with the incredible "Client Portal" area where my important information is stored for my clients and it helps me not spend every waking moment worrying about whether they have what they need. That means more time for me, more time for my family, more time to deliver better experiences to my clients. WIN WIN! Thanks, Dubsado for being so amazing and have a happy birthday!

Are you a business owner looking to make your life easier? Try Dubsado here:

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